Not only does life change, but life insurance products change over time, as well. That’s why it can be a good idea for you to have a life insurance policy review practice in place.
These client-friendly blog posts can be used in your social media content or as an additional resource to help clients understand the value of life insurance.
Tips for reviewing your life insurance policy with a financial professional
When you purchased your life insurance policy it was best suited for your needs at the time. But as your life situations change, so can your life insurance needs.
When is it time to review a life insurance policy?
While having coverage can provide death benefit protection, it’s important to review the policy regularly to ensure it continues to meet your current financial needs.
While the primary use of life insurance is death benefit protection, your clients may also have other needs that can be met through life insurance. The sales concepts and accompanying marketing materials may help you broaden your sales potential. As independent contractors, it is up to you to choose which of these concepts may work for your particular sales strategy and clients, and which do not. Please note that Midland National does not require you to use any of these sales concepts; they are resources that can be used at your discretion for your own individualized sales presentations.
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FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.