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. Confirming your clients have efficient policies and making them aware of any changes that might affect the performance of their policies will enhance your relationship as their trusted advisor.
Why do a policy review?
Events such as marriage, divorce, the purchase of a home, a significant increase in income, the birth of a child or the death of a loved one all can influence how much financial protection is needed. The best way for you to help clients identify their coverage gap and help them to close it is with a review of their current life insurance coverage.
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