Request Life Insurance Review Authorization Forms
Policy Review Services
As part of our ongoing commitment to our advisors, The ASA Group provides life insurance review service to help ensure your clients’ policies are being monitored and serviced in a timely manner. Having ASA review your clients life insurance policy could increase their death benefit, lower premiums, extend coverage duration, increase projected cash accumulation and ensure the financial strength of the carrier.
Why do a policy review?
Here are ten common reasons your clients may need to update their policy:
3. New baby
4. Children have left home
5. Purchase of a new home
6. Sale of old home
7. Need to change beneficiary
8. Starting a new business
9. Recently began caring for elderly parents
10. Change in health (i.e. quit smoking or lost weight).
How to begin a policy review
In order to begin a life insurance review, our team will need the following documents:
1. A copy of your most recent annual statement
2. A completed authorization
Want to learn more?
Additional Resources for Prospecting Life Insurance Reviews
|Develop a client review practice||Prospecting Form|
|What to look for during policy reviews||Prospecting Letters A/B|
|Insurance Review Advisor Guide||Consumer Flyer|
|An important reason to review your beneficiaries||Promotional Poster|