Dynamic Insights to Help Clients this Month

Your January sales idea is here!

As 2025 begins, set up policy reviews with clients to help identify outstanding loans on existing policies and address important questions, such as:

• Is their life insurance coverage meeting their needs?
• Are their beneficiary designations still accurate?
• Do their financial strategies need to be adjusted in light of a new administration?

The new year means you can offer new ideas to clients, all while growing your business.

Activate your latest sales idea by using the sales kit on the Trimester Sales Strategies site.