Ameritas Sales Ideas: Beneficiary Review

Beneficiary reviews give you and your clients an opportunity to review how, or if, life events have altered their planned asset distribution. They also add value by covering essential topics for financial well-being, which may lead to a sale. Life insurance can be a simple way to add additional coverage if there are gaps your clients would like to address.

Review the Beneficiary Review Strategy, then use the Beneficiary Organizer to uncover potential sales opportunities.