Skip to content

Policy Review

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

  • Marriage
  • Divorce
  • The purchase of a new home
  • The birth or adoption of a child
  • Retirement

What You Can Expect

Premium Satisfaction

We determine if there are opportunities for greater coverage at a lower or equal premium, and utilize an innovative planning tool to determine how much insurance is recommended/suggested based on your client’s unique needs.

Competitive Comparison

We review to determine how your client’s policy compares to policies available in today’s marketplace with greater benefits and features.

Benefits & Beneficiaries

We ensure your client’s policy will stay in force during their lifetime to provide benefits to their beneficiaries, and we examine their designations to ensure they are up to date and reflect their intended designees.

Policy Maintenance

We determine whether your client’s current policy should be modified to maintain their original objectives by measuring premium, death benefit, etc.



Click to download and complete the Authorization below and email to 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.


Policy Review