Policy Review
A client's life can change over time, and so can his or her life insurance needs. A great way to provide a valuable benefit for your clients and potentially increase your revenue is by conducting a policy review.
Sales Idea
Opportunity Tracker
Client Flyer
Opportunity Checklist
FEATURED ASSET:
Consumer video
Policy Review – Qualifying Your Leads
Overcoming Objections
Getting the Appointment
You might also be interested in....
As independent financial professionals, it is up to you to choose whether any of the sales concepts contained in these materials might be appropriate for use with your particular sales strategy and clients. Please note that Midland National does not require you to use any of these sales concepts; they are resources that can be used at your option for your own individualized sales presentations if appropriate for the particular client and circumstances.
FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.
917MW‑11
FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.
11‑25