Not only does a policy review ensure your clients have the appropriate coverage, it can open the door to new sales opportunities.
Times they are a changin’
The policy your client purchased may have been appropriate at the time, but what about today?
Life happens fast – whether it be a new marriage or the end of one, a child’s first day of school or their last – a life insurance policy should accommodate a client’s needs at whatever stage they’re at in life.
Consider any conversion privileges your client may be eligible for or perhaps a new policy altogether is the best option – either way, there’s commission potential there.
There are new options available
Some innovative carriers are making waves with tantalizing new programs – your clients have new options to consider.
The John Hancock Vitality Program allows clients to save on premiums while earning valuable rewards and discounts simply by living a healthy life. In fact, the healthier the lifestyle, the more savings and rewards.
Life Insurance with the John Hancock Vitality Program offers:
- Up to 15% off the annual premium
- Personalized health goals, simple tips, and a free FitBit to track your progress – or earn an Apple Watch Series 4 for only $25
- Entertainment, shopping rewards, and travel discounts
Learn more about the program by exploring inspiring stories, helpful tips, and lucrative resources.
In today’s health food, exercise crazed society, there have to be a few clients who come to mind that fit the bill.
It can generate new leads
Even if a policy review doesn’t produce a new sale, your attentiveness to your clients’ needs will help solidify your reputation as an advisor with their finger on the pulse – and maybe earn yourself a few referrals with family and friends.
We’re here to help – contact your Life Sales & Marketing Associate for more information.