Are You Planning to Last?
Avoid Life Insurance Failure
An essential part of a life insurance plan is its promise to last. Therefore, strategic and smart planning with your clients can give them confidence in their life insurance policy and in you. Every successful plan begins with thoughtful preparation and thorough communication and it is important that you keep your strategies in check, even after the sale. Here are three reminders to ensure you are performing to last and that the life insurance promise is kept:
- Always explain policy options and document that conversation to avoid surprises.
- Provide regular in-force illustrations so that clients can understand and be reassured that they made a solid investment.
- Stay connected with your client regarding the status of the policy. This can also lead to new sales from clients who want to upgrade their policy.