If you think of life insurance as a ‘set it and forget it’ strategy, your clients could be missing out on opportunities to better meet their needs. Your clients might be interested in securing more death benefit, paying less premium or adding new benefits to their policy. If you’re not having these conversations-someone else might be. Join Jared Gwin and see how to position yourself as an important resource and put periodic client reviews into practice.
If you think of life insurance as a ‘set it and forget it’ strategy, your clients could be missing out on opportunities to better meet their needs. Your clients might be interested in securing more death benefit, paying less premium or adding new benefits to their policy. If you’re not having these conversations-someone else might be. Join Jared Gwin and see how to position yourself as an important resource and put periodic client reviews into practice.
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