April 3, 2022

Is It Time For A Spring Policy Check Up?

Conduct a policy check up for your clients.

Spring has officially arrived and many of your clients are probably purging items and performing Spring cleaning. However, the start of a new season is a great time to help your clients identify potential gaps in coverage and help ensure they meet their lifelong dreams. Conducting a life checkup may provide your clients the peace of mind of learning that their life insurance is sufficient for their goals.

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
  • Received an increase in come
  • Needed supplemental retirement funds

We have incredible resources available, to help you assess your client’s current policy and future needs. Click here to access the Life Checkup Insurance Review.

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National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.

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