Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Life Health > Life Insurance

Reviewing the Situation

Your article was successfully shared with the contacts you provided.

Here are the steps you can take to prepare your clients for a review of their insurance needs:

o Set expectations by sending an agenda of the topics that will be covered in the meeting.

o Provide clients with the worksheets you will use to analyze their risks and on which you base your recommendations.

o Before the meeting, tell your clients to gather their insurance policies and recent statements; they may need to get in touch with their carriers to do so.

o Provide your clients with a letter that they can use to request inforce policy illustrations for their life insurance. Because these requests take time to process, clients should contact their carriers at least one month before meeting with you.


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.