May 9, 2024
Get Your Clients Prepped for a Relaxing Summer With a ‘Life Checkup’
Use this opportunity to meet with existing clients and engage in conversation about their evolving financial goals.
A “Life Checkup” can help you uncover the ever-changing needs of your clients regarding their life insurance coverage. Consider the following…
Take the initiative
Conducting a life checkup may provide your clients the peace of mind of learning that their life insurance is sufficient for their goals. You might also help them identify a gap in coverage, and some solutions to help them meet their lifelong dreams. Customize the checkup to reflect their particular needs. Make them aware of riders available to provide protection for the client and their family if they should die too soon, become ill or injured or are concerned they may outlive their retirement income.
Ask your clients if they recently…
- Purchased a new home
- Had a baby or adopted a child
- Had a death in the immediate family
- Received an inheritance
- Started planning for college savings
- Married or divorced
- Purchased or sold a business
- Became an empty nester
- Received an increase in income
- Needed supplemental retirement funds
