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A financial professional meeting with a mother and daughter
A financial professional meeting with a mother and daughter

Life check ups help you secure customers’ changing protection needs

Customers’ lives are constantly changing, so the protection they need is probably changing, too. You can make sure they have the right life insurance coverage in place with regular life check ups – and we’re here to help.

Big life events can cause protection needs to change

Meeting with customers at least once a year can uncover life changes that could have a big impact on their protection needs. If a customer has recently experienced one of these events, it’s time for a life check up to review their coverage and recommend solutions to fully protect the life they’ve built.
Marriage or divorce
Purchasing a new home
Childbirth or adoption
New job or career change
Significant changes in income
Starting or owning a business
Financial support of elderly parent(s)
No Alt
Nearing retirement

Conduct a life check up with help from these tools

Use these resources to guide customers through a life check up to discuss their current needs and future goals, and help you recommend the right protection as their life changes.
Cover of the Protective getting started checklist for clients
Getting started checklist for clients
Cover of Life Check-up Client Guide
Life check up customer guide
Cover of Life Equation Flyer
Simple needs analysis tool for clients
Cover of the Protective detailed needs analysis for clients.
Detailed needs analysis for customers
Cover of the Protective insurance needs client brochure
“How much insurance do I need?” customer brochure
 Cover of the Protective life check up financial professional guide
Life check up financial professional guide

Offer the right solutions to protect where a customer is going in life

As you conduct life check ups amid customers’ changing needs, be sure you're also staying up to speed on what you're recommending to address those changes. 
A family taking photos and smiling, knowing they are protected with term life insurance.
Term life offers simple, affordable protection for a certain time
A woman smiling knowing she is protected with universal life insurance.
Universal life offers flexible protection for a lifetime
A couple smiling and using a tablet to review indexed universal life insurance.
Indexed universal life for protection and index-linked growth

We’re here for you

Everyone deserves peace of mind when it comes to safeguarding what’s most important. We’re ready to help you deliver the protection and security customers deserve. Reach out to us anytime for questions and support, and we’ll get in touch with you as soon as possible.