Why Policy Review?
Over time, changes may occur that affect the performance of your client’s policy. In order to determine whether their life insurance policy still meets their needs and goals, it must be reviewed to evaluate its current performance.
Specific Solutions has completed over 80,000 policy reviews since 2008! Let us review your client’s policy to confirm it is still meeting their needs or make recommendations that could help provide the coverage they need!
Get Started Here
An easy form and we’ll take care of the rest. You’ll receive a customer friendly, easy to read comprehensive review, samples are provided.
Factors that can affect your client’s current policy
- Cost of insurance
- Interest rates changing
- Outstanding loans
- Premium payment history
- Company’s financial strength and well being
Factors that can affect your client’s insurance need
- The purchase of a new home
- The birth or adoption of a child
What You Can Expect
HOW-TO POLICY REVIEW
Click to download and complete the Authorization below and email to email@example.com or fax to 716-632-6051. Note this must be wet signed.
Let us take care of the rest! We will provide a customer friendly, easy to read comprehensive review like the sample below.