Policy Review Kit

iStock_000001032443_Medium   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 Lapse
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.