Ameritas Sales Ideas: Life Insurance Review
Review your clients’ life insurance coverage. Doing so may reveal they are on track to meet their objectives, but it can also identify ways to provide coverage more cost effectively or highlight discrepancies between current coverage and goals. This will allow you to introduce an Ameritas product as an option.
Below is a link to a life review checklist to get you started on a potentially valuable life insurance review.
Producer Workbench has additional resources you can use to educate your client, find sales ideas and product information and anything else you need to do business with Ameritas.