When working on substantial cases you need to provide the kind of research and analysis that lets the client know you did your homework.
That includes a review of company financial stability and product analysis, including premium payment options and policy guarantees. As complex as this sometimes may seem, with all the charts and presentations that can provided to address this analysis, our knowledgeable staff distill the essentials down to is a one page summary that makes it easy for a client or advisor to make a decision.
Periodic reviews of your clients’ insurance are also vital. We are always available to do an analysis of inforce policies and to provide you with simple policy comparison sheets to share with your clients. To access our custom policy review kit to help you get started, CLICK HERE