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Policy Review

A lot can happen in a year—a new job, the birth of a child, marriage, divorce, or any number of life-altering events that can affect your customers' coverage. To help ensure that your customers are well-covered throughout all of life's changes, you should ideally conduct a policy review every one to two years.  

Here are some marketing strategies to consider using with your current book of business:

  • Reach out to individuals who are approaching their term conversion credit expiration or who are approaching the end of their convertibility period.
  • Remind customers who have recently purchased a new policy to refer you to their friends, family, and colleagues.
  • Segment your marketing list by city or zip code so that you can conveniently schedule meetings in the same area.
  • Contact your customers to let them know if their policies are out of their surrender period and to find out if their current policies are still the best fit for them.
  • Say happy birthday to your customers who've reached a milestone (or any) birthday during the month – and to schedule a review.
  •  Get in touch with customers on their policy anniversary to see if their needs have changed over the past year.

 


Available Files

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     Life Insurance
          Products
               Product Brochures
               Policy Specs
          Underwriting
               Medical Requirements & Guidelines
               Impairment Questionnaires
               Carrier Specific Niche Impairment UW
               Table Shave & Lifestyle Credit Programs
               MetLife Rapid eUnderwriting
               Jumbo Case Submission Tips
          Sales
               Wait & See Estate Planning Technique
               Policy Review
               Concentrated Stock Position
               Quit Smoking Incentive
               External Term Conversion
          Linked Benefit Products (LTC)
               Lincoln Financial MoneyGuard Reserve
               John Hancock LifeCare
               West Coast Life ExtendCare
 
 

Call today to see how the Aaron Advantage can help you achieve your goals.