Do you want to reinforce your value and grow your practice in 2022? Research continues to prove that policy reviews are an excellent way for advisors to connect with clients, yet many are not making the most of this valuable opportunity.
80% of clients find annual review meetings to be very effective, and almost all say it strengthens loyalty to their advisor. Four in five clients report the review meetings reinforce their willingness to make a referral.
64 million Americans are looking for an advisor they can trust. If you want to strengthen and grow your practice this year, diversify your business plan and your clients’ portfolios with life insurance. A policy review discussion is the perfect segue to other topics and more sales opportunities.
Identify clients who are likely to have in-force life insurance policies or simply ask if they own life insurance beyond what their employer provides. Ask them if their life insurance still reflects their current protection needs and financial goals?
Set yourself apart from the competition by emphasizing the unique value a policy review provides. We have the tools to help you get started and ensure your reviews live up to your clients' expectations. Check out our policy review resources here.
The future is filled with opportunity and we are committed to your success. Contact your MVP Financial representative with any questions or assistance you need.