POLICY REVIEW
Did you know that more than 60% of people that own life insurance have no idea what they own and how it works? By offering life insurance reviews to
your clients you can provide a value-add service to them that will help them understand what they have and potentially uncover new opportunities.
POLICY REVIEW
NEXT STEPS
1
OFFER IT TO YOUR CLIENTS
Download this client-facing piece that explains to your clients the importance of Policy Review and why it is important. You can also request it be personalized with your information as well.
2
CLIENT COMPLETES AUTHORIZATION
Use the authorization form to get all information on your client’s existing policy – regardless if written by you – and send it to your TBA representative so we can request an inforce illustration.
3
TBA PROVIDES YOU WITH RESULTS
Once the inforce illustration has been received, our team will compare it with the current market and provide you with an easy-to-read analysis. This will determine whether the client
should pursue new coverage or what they have is working.
LISTEN TO WHY
Zach Gosselin, Vice President & Sales for TBA, talks you through how to capitalize on an opportunity when a client has a life insurance policy that you didn’t write. Even if it doesn’t put you in a position to write new coverage, it may build important trust with the client about your knowledge and expertise as their advisor.
OVERVIEW
![Overview Overview](https://www.tba.com/wp-content/uploads/Overview.jpg)
CASE STUDY
![PolicyReview2CaseSTudy Case Study](https://www.tba.com/wp-content/uploads/PolicyReview2CaseSTudy.png)
BE THE EXPERT YOUR CLIENTS SEEK
We will support you as you offer important complimentary services to existing and potential clients
in order to position yourself as a trusted advisor in regards to their financial planning.