Life Changes Fast. Are Your Client’s Policies Up-to-Date?
Many Americans don’t have enough life insurance coverage—in fact, 1 in 2 households need more protection than they have.* By completing a life insurance policy checkup with your clients, you’ll help insure there is no gap in their coverage that could put their family at risk. Here are three tools to help you start the conversation:
- The $12 Trillion Opportunity: Odds are your clients may be underinsured. This infographic from Pacific Life shows the top three opportunities in life insurance.
- 5 Steps to Easy Policy Reviews: Check out this Pacific Life Policy Review Field Guide to prepare, prospect, and conduct more effective policy reviews.
- Is it Time for a Life Insurance Checkup?: Use this handy client worksheet to determine if your clients’ policies are up-to-date and how much may be enough.
*“Many Americans Don’t Have Life Insurance,” WorldAtWork, Sept. 2019.
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