Tactics & Talking Points to Introduce a Policy Review
BSMG
Advisor Marketing Tips,
Life Insurance,
Communication Tips for Advisors,
Policy Review
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16 May 2017
DID YOU KNOW?
It is a common misconception by consumers that once a life insurance policy is purchased they can "set it and forget it."
Has your life changed in the last five years, how about the last two years? I don't need to tell you how quickly life can change. Your client's lives are also continually evolving, so shouldn't their life insurance protection be reviewed to match? Use these life insurance sales tips to keep in touch with your clients and ensure their current policy still matches their needs.
Life is busy, your clients may (or may not) be aware that they need to update their policy coverage. They also may not have the time to research new products or even to pick up the phone to call you for help. Be proactive and check in with your clients. Do they have a new career, business, child or home? The simple question of "when was the last time someone reviewed your policy?" may be all you need to open the door.
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