Monday, January 12, 2015

Why reviewing your client’s life insurance portfolio is necessary - Life Insurance Policy Review



Performing an annual financial review needs to include all financial and insurance products. A second opinion may uncover cost savings and/or improved benefits. There are significant opportunities in acquiring new clients and retaining existing client through product reviews.

Life insurance reviews often result in an improvement to the policy holder's position, either saving money or improving benefits. Over 65% of policy reviews end a policy exchange.

Syndicated financial columnist and talk show host Steve Savant interviews nationally recognized product due diligence expert Sam Rocke, CFP. This series explores the product review process for life insurance, not only for traditional indemnification strategies, but for tax advantaged distributions for retirement income. All financial products need to be reviewed on an annual basis for performance and continued relevance in the overall financial plan.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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