Uncover Mirrored Loan Opportunities
As life changes, so can a client’s protection needs. Meet with them to review their current life insurance coverage to ensure they still have the protection needed to stay on the financial wellness path.
EXPLORE THE MIRRORED LOAN STRATEGY
During policy reviews, you may discover policies that have outstanding loans, putting them in danger of lapse. In these cases, a mirrored loan strategy may be an attractive client solution. You may be able to offer clients: (1) a new policy with more favorable loan rates, (2) more available cash value to pay down the loan, and (3) benefits not available when they purchased their original policies.
MONITOR PROGRESS WITH LIFEINSIGHT
Once you’ve exchanged a client’s policy, monitor and manage it for optimal performance. LifeInsight is an easy, interactive policy management tool that pulls essential information together in one place. It simplifies the monitoring of policy goals, assumptions, and performance.
