Insurance is part of your clients' financial plan.
The nice thing about insurance reviews is you’ve either proved the policy continues to work in your client’s best interest, or you’ve pleasantly proven there’s a better strategy for them.When you take the initiative to review in-force insurance policies, clients appreciate it. And, we find that our advisors appreciate it, too.
Insurance is part of your clients' financial plan.
The nice thing about insurance reviews is you’ve either proved the policy continues to work in your client’s best interest, or you’ve pleasantly proven there’s a better strategy for them.When you take the initiative to review in-force insurance policies, clients appreciate it. And, we find that our advisors appreciate it, too.
Long-term care risk: hybrid products (1 per month)
$76k revenue
Life insurance in retirement plans (1 per month)
$108k revenue
Legacy planning (1 per month)
$130k revenue
Gift of a lifetime (1 per month)
$54k revenue
Disability gap (1 per month)
$42k revenue
Weighing in on Policy Replacements
Life insurance policy reviews—we frequently hear about the process. Maybe too often.
On Google, there are nearly 25 million results when it comes to life insurance policy reviews. So, let’s not rehash what’s generally done to evaluate life-changes-based reviews: marital status, large purchases, dependents, employers, beneficiaries and so forth.
Google it, because there are lots of incredible resources.Let’s focus on our evolving market, innovations, performance and opportunity costs.
Policy Review Considerations
Adequacy of Policy Funding
Crediting Rate and Charge Assumptions
Evolving Product Features
Game-Changing Insurance Enhancements
Ongoing Premium and Cash Accumulation
Carrier Financial Stability
Favorable Tax Treatment
Meet the Team
Pat McEvoy
SVP, Life Sales
Rena Nicholson
SVP, Life Sales
Joel Houser
VP, Bus. Development
Ian Alsup
Life Sales Relationship Manager
Has your practice plateaued?
See how we helped build a five-year growth plan that took a $600mm firm to $4.8B. You can do the same.
