We offer a FREE, no commitment, policy review for your clients. We have helped clients by either lowering their premium, consolidating their coverage, increasing their death benefit or term length, or by giving them peace of mind knowing what they currently have is still the best policy to meet their needs.
Let’s discuss your policy review opportunities!
Marie Colbert, CFP®, CLTC®
Local: (813) 875-6331
National: (800) 967-7661
POLICY REVIEW KIT
This kit includes relevant carrier resources and original MRW content that can be customized for your business! Your 2020 Policy Review Kit includes:
- Phone Scripts
- Approach Letters and Emails
- Forms and Tools
Please Provide Your Information Below to Download Your Policy Review Kit.
Large Case Policy Review Opportunities
Uncover huge commission opportunities with large case policy reviews.
Trustee Policy Reviews
MRW Financial’s consultative approach will give you the opportunity fulfill your fiduciary responsibility as an ILIT trustee by assessing the risks outlined, and determining whether or not the current life insurance policy is still meeting your client’s goals and objectives.
Included: Case Studies and Sample Client Letters
Policy Review Case Studies 1
Policy Review Case Studies 2
Get In Touch
(800) 967-7661 or (813) 875-6331
310 S Dale Mabry Hwy., Ste. 210 Tampa, FL 33609
Let’s Work Together.
Call our Life Specialist and Certified Financial Planner™, Marie Colbert.
PROVIDING THE SOLUTIONS YOU NEED TO SUCCEED
LOCAL (813) 875-6331 • NATIONAL (800) 967-7661
MRW Financial Brokerage has insurance licensed representatives in the following states:
MO, CA, NC, CT, NY, SC, AL, KY, LA, MN, MT, OH, OK, OR, PA, GA, WA, TX, CO, MD, MS, UT, WV, ID, NH, NJ, TN, AZ, MA, FL, MI, NM, VA.