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Help Clients Stay on Track for Financial Wellness
2020 is the year for actionable ideas to help uncover life insurance opportunities. For the first trimester, Prudential will focus on how you can use life insurance to help solve many of the obstacles clients face on their path to financial wellness. We’ll include reviewing policies for soundness, filling gaps created by recent changes in legislation, and protecting legacies from the risk of threats like chronic illness and market volatility. Get started with the first installment, which guides you through using policy reviews to identify and get ahead of hurdles. If clients have outgrown their policies or have taken loans that unknowingly put their policies at risk, a review will bring these liabilities to light and let you offer solutions. The Policy Review Quick Guide gives you three simple steps to get started.
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