How confident are you that each of your clients’ life insurance needs are being met by their current coverage?
A simple way to provide your clients an ongoing measure of support (and potentially increase your sales in the process) is by conducting regular policy reviews.
During this webinar, we’ll show you how to incorporate policy reviews into your practice to uncover sales opportunities, build relationships and generate referrals.
On July 19th at 11:30 AM ET, you’ll learn:
- How policy reviews may increase client retention
- Which key questions can lead to increased coverage
- How to leverage an appraisal service for referrals and prospecting
For financial professional use only – not for use with the general public.
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