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POLICY REVIEWs

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.

View Here

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

View Here

Policy Review Case Studies 1
Policy Review Case Studies 2

Get In Touch

(800) 967-7661 or (813) 875-6331

marie@mrwfinancial.com

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

High Level Commissions

High Level
Commissions

 

On-staff Certified
Financial Planner

Brokerage
Qualifying Member

National Reach.
Personal Touch.

On-staff Medical
Director/Underwriter

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.