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The Prospecting Form can help you identify potential Life Check-up customers in your current book of business.
Guiding customers through a Life Check-Up doesn’t have to be complicated. Follow these simple steps to set both you and your customers up for success.
As life changes, so do life insurance needs. This checklist shows customers the various life events that may prompt the need for a Life Check-Up.
Use this guide to help customers understand their life insurance needs.
Walk customers through this list of questions so they can make an informed decision about how much life insurance they need.