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.
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.
Getting started checklist for clients
Life check up customer guide
Simple needs analysis tool for clients
Detailed needs analysis for customers
“How much insurance do I need?” customer brochure
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.
Term life offers simple, affordable protection for a certain time
Universal life offers flexible protection for a lifetime
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.
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