Life check ups help you secure clients’ changing protection needs
Your clients’ 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 your clients at least once a year can uncover life changes that could have a big impact on their protection needs and financial goals. If your client has recently experienced one of these events, it’s time for a life check up to review their coverage and recommend tailored solutions to fully protect the life they’ve built.
Understand life stages to inform a life check up meeting
Use this resource to talk to clients about potential life changes across stages and how it could impact their life insurance needs over time.
Conduct a life check up with help from these tools
Use these resources to guide clients through a life check up to discuss their current needs and future goals, and help you recommend the right protection as their life changes.
Life stages client brochure
The getting started checklist
Life check up client guide
Simple needs analysis tool for clients
How much life insurance do I need
Life checkup financial professional guide
Offer the right solutions to protect where your client is going in life
As you conduct life check ups amid clients’ changing needs, be sure you're also staying up to speed on what you're recommending to address those changes.
Secure what matters with simple, affordable term life
Protect clients with the flexible lifetime benefits of universal life
Enhance growth potential and protection with variable universal life
We’re here for you
We’re ready to help you deliver the protection and security your clients 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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