Set the Stage for Better Client Conversations With the LifeInsight Summary

What Is the LifeInsight Summary?
The LifeInsight Summary is a simple, consolidated policy snapshot you can share directly with clients.

It has everything you need—including real-time values and an inforce illustration—to drive meaningful client conversations.

How Can It Help Me?
Use the Summary to:

• Gain a holistic perspective of the policy in a client-friendly report.
• Visualize policy performance compared with clients’ goals to help determine whether changes are needed.
• Plan for upcoming policy actions and changes to help keep clients’ policies on track.

One Click Is All It Takes!
See how the LifeInsight Summary can help clients