Time for a Client Check-In – Beneficiary Review Resources

A new year is a time to look forward, but also a time to reflect on what has changed. Reviewing life changes with your clients can trigger positive conversations and lead to a healthy pipeline of prospects.

Have your clients had any major life events since the last time you spoke to them?

A review could lead to important conversations such as: 

• Do current life insurance products still meet the client’s needs? 
• Is the protection amount enough? 
• Is the information on the policies current? 
• Do they have any friends going through similar life changes?

Keeping in touch with clients is key to great relationships- both for today and tomorrow.