It’s time to start year-end reviews, and clients will be reflecting on their financial situation headed into 2019. Did you know across all age groups and income levels, insured households said they want to review their life insurance coverage annually?
If you haven’t met with a client recently, they’re probably looking to review their life insurance to ensure they’ll have the freedom, flexibility, and control they’ll want. Make sure you’re ready to provide the guidance they’re looking for with our year-end planning and quoting tools.