Policy Review – Reasons for a Life Insurance Review
When was the last time your client reviewed their existing life insurance policy? This simple, client-facing, fillable PDF allows you to see at a glance if your clients have additional needs for coverage. Life Insurance Awareness Month is a great time to follow-up with existing clients to determine if their current policy still has them covered. Download now and send it directly to your clients.
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This material does not constitute tax, legal or accounting advice and neither Highland Capital Brokerage nor any of its agents, employees or registered representatives are in the business of offering such advice. It was not intended or written for use and cannot be used by any taxpayer for the purpose of avoiding any IRS penalty. It was written to support the marketing of the transactions or topics it addresses. Anyone interested in these transactions or topics should seek advice based on his or her particular circumstances from independent professional advisors.
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