As an insurance Advisor, you can help your clients achieve their financial goals and protect their loved ones from unexpected risks. But to do that effectively, you need to conduct regular insurance reviews with your clients.
Insurance reviews allow you to assess your client’s current situation and needs, identify any gaps or opportunities in their insurance portfolio, and suggest solutions that can enhance their coverage and value. They also help you maintain and strengthen your relationship with your clients by demonstrating your care, expertise, and professionalism.
September is National Life Insurance Awareness Month, which means it’s a great time to schedule insurance reviews with your clients. Whether they are new or existing clients, young or old, single or married, they can benefit from a comprehensive insurance review. By doing so, you can help them secure their financial future and peace of mind, while also growing your business and reputation.
If you’re looking for similar content to share with your clients, read/watch then share Insurance Solutions for Today and Tomorrow, Holistic Planning – 10 Reasons to Add Insurance to a Wealth Practice, as well as the INFOclip: Building Lifetime Protection video. We also have this great Exploring Your Life Insurance Options tool to help your client understand the varying types of insurance and which one may be best for them.
Questions? Be sure to contact your local PPI Collaboration Centre today and let us provide you with the tools and resources you need to conduct successful insurance reviews.
SHARE the client article from The Link Between:
Why You Should Review Your Insurance This September