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August 31, 2020

Don’t Underestimate the Power of the Client Engagement eKit

During these challenging times, use this toolkit to educate and provide guidance to your clients.

Earlier this year, we introduced the Client Engagement eKit as another tool to help you reach out to your clients during these challenging times. Even as people are growing accustomed to the new environment, the opportunity still exists to provide guidance and help your clients understand the best ways to access their policies, while also protecting their living and death benefit guarantees.

The Client Engagement eKit will help you:
  • Reinforce the benefits of permanent life insurance with your clients who have already purchased a policy.
  • Educate your clients on the best ways to access their policies if they need cash.
  • Help your clients in the most efficient way possible.