Life insurance is a valuable and appropriate tool that can assure your client’s family and business can carry on, should the unthinkable happen.
To help guide your clients through an introductory life insurance conversation, consider using the “What Issues Should I Consider When Purchasing A Life Insurance Policy?” checklist.
The Benefit Of A Life Insurance Checklist
Generally speaking, life insurance is a fundamental planning concern that you should address with every relationship in your book of business. When you guide an introductory-level analysis, you can help your client determine the right amount of coverage. What’s more, the checklist can tee-up file notes to record the reasoning behind the decisions.
Show Up Ready For The Life Insurance Conversation
Regular insurance reviews should be part of every client relationship. Because insurance needs can change, having this checklist available can help you lead the client through critical considerations to (1) uncover gaps or issues the client may have overlooked and (2) provide creative solutions to your clients’ needs. Use it to discuss:
- The purpose of the coverage
- The appropriate amount of coverage
- The kinds of policies
- Rider options
You’ll find that this checklist will be helpful at various stages of every client’s life. Not to mention, when you are prepared to have the “what happens if …” conversation, you have the opportunity to provide deep value and a sense of peace to your clients and their families.
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