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Time with Tom: Policy Review

June 11, 2020 @ 2:00 pm - 2:45 pm

If you think of life insurance as a “set it and forget it” strategy, your clients could be missing out on opportunities that could better meet their needs. They might be interested in securing more death benefit, paying less premium, or adding new benefits to their policy. If you’re not having these conversations with clients—someone else might be. Join Tom Martin to see how to put periodic policy reviews into practice.

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June 11, 2020
2:00 pm - 2:45 pm


North American