Trimester Sales Strategies: New Year, Time to Review Current Plans

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.