Policy & Beneficiary ReviewPolicy & Beneficiary Review

As your client’s life situations change, so do their life insurance needs. That’s one of the reasons why it’s so important to maintain good relationships with your clients, so you can better serve their needs by making sure their life insurance policies are up to date and appropriate for their current life situation. An easy way to ensure that your client’s family will be protected if they were to unexpectedly die or become unable to work is with a regular insurance review. This way, you can better identify any gaps that may exist and make sure your client has sufficient coverage.

When reviewing a client’s policy, you should make sure that the benefit covers your client’s current needs. Major life changes such as a birth, divorce, or remarriage—even starting a new job or taking out a second mortgage—are all indicators that a client might need to increase their benefits or coverage.

What’s more, when it comes to life insurance policies, one of the most significant decisions a client makes is determining who will receive the death benefit when they pass away. For this reason, it’s extremely important for you as an agent to review your clients’ life insurance policies with them every few years to ensure that their final wishes will be met.

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To learn more about the importance of regularly reviewing your clients’ insurance policies with them, or to begin contracting with MCC Brokerage, contact us today to learn more.

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