Life insurance isn’t a one-time purchase. Just like other aspects of your clients’ financial well-being, their life insurance policies should be reviewed regularly to ensure they have the right coverage to protect their loved ones as their needs change.

By conducting an annual review, you can help your clients stay informed about their options and make any necessary adjustments to their policies. Let’s explore some of the circumstances that may necessitate a new life insurance policy and learn how you can assist your clients in navigating these changes.

Jay Scheiner