Policy Review

 Increase your sales by improving your customer service. Look at your current list of clients and do a policy review.

Benefits for your client:

  • Help Policy Owners Avoid Premature Lapses.
  • Address Life Changing Events­ Marriage, Children, Purchase Of A Home, Improvement In Health, etc
  • Review Ownership And Beneficiary
  • Peace Of Mind

SRS policy review kit

After you successfully complete the policy review make sure and ask your client for referrals.