Are you sure your clients have adequate life insurance protection should the unexpected happen?
While many will regularly review their financial goals and investments, clients typically forget to update their life insurance coverage. Others often wrongly assume their current life insurance policies are sufficient and appropriate for all the stages in their lives.
But, as everyone knows, life happens, and new protection options change over time. Unless your client is a family member or close neighbor, there’s little chance you know everything that might’ve changed in their lives in the last year.
That’s why a periodic review of a client’s family and financial situation is so important to provide top-notch service and strengthen client relationships. More>>