Episode 5: Policy review – life changes and so do insurance needs
Discover how conducting a policy review can not only have a positive impact on your clients, but can also bring about opportunities for you. In the latest episode of Hancock Talks, you’ll gain insights on:
- The value of reconnecting with clients and reviewing their existing coverage
- Strategies and steps for conducting a policy review
- Recent product innovations that can benefit clients today
- Analyzing an existing policy and a sample case study of when needs change
- Marketing tools and materials that can help guide you through the review process
For Agent Use Only. This material may not be used with the public.
Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595.
MLINY062420238
