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The Policy Review Conversation

Client Conversations:

The Importance of Policy Reviews

Do your clients own any existing life insurance or annuity policies? In most cases they do. Often, they purchased these policies from an insurance agent who they don’t see any longer. These policies should be reviewed every couple of years to make sure they are still relevant to their needs, are not paying too much, or in danger of a policy lapsing due to being underfunded. Our policy review process is simple and turnkey.