Not only does a policy review ensure your clients have the appropriate coverage, it can open the door to new sales opportunities.
The policy your client purchased may have been appropriate at the time, but what about today?
Life happens fast – whether it be a new marriage or the end of one, a child’s first day of school or their last – a life insurance policy should accommodate a client’s needs at whatever stage they’re at in life.
Consider any conversion privileges your client may be eligible for or perhaps a new policy altogether is the best option – either way, there’s commission potential there.
Some innovative carriers are making waves with tantalizing new programs – your clients have new options to consider.
The John Hancock Vitality Program allows clients to save on premiums while earning valuable rewards and discounts simply by living a healthy life. In fact, the healthier the lifestyle, the more savings and rewards.
Life Insurance with the John Hancock Vitality Program offers:
Learn more about the program by exploring inspiring stories, helpful tips, and lucrative resources.
In today’s health food, exercise crazed society, there have to be a few clients who come to mind that fit the bill.
Even if a policy review doesn’t produce a new sale, your attentiveness to your clients’ needs will help solidify your reputation as an advisor with their finger on the pulse – and maybe earn yourself a few referrals with family and friends.
We’re here to help – contact your Life Sales & Marketing Associate for more information.
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