In an ever-changing global landscape, clients need to ensure their policies remain relevant, compliant, and aligned with emerging challenges. Your clients might be interested in securing more death benefit, paying less premium, or adding new benefits to their policy. If you’re not having these conversations, someone else might be. Join us and see how to position yourself as an important resource and put periodic client reviews into practice.
In an ever-changing global landscape, clients need to ensure their policies remain relevant, compliant, and aligned with emerging challenges. Your clients might be interested in securing more death benefit, paying less premium, or adding new benefits to their policy. If you’re not having these conversations, someone else might be. Join us and see how to position yourself as an important resource and put periodic client reviews into practice.
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