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Policy Performance Evaluation
Policy Performance Evaluation

When your client purchased their life insurance policy, they invested in a financial plan designed with certain performance expectations. When was the last time they evaluated actual results vs. original expectations? Do they know if their current policy performed up to or exceeded its original expectations? Have their expectations for the policy changed since policy inception? They may be in for quite a shock. Their policy may be at risk but they just don’t know it yet. The marketplace now offers more efficient products and underwriting than ever before. Subjecting their life insurance portfolio to a formal performance evaluation is an important, financially sound practice.

The Producers Group’s Policy Performance Evaluation offers a free analysis of their in-force coverage, couples that with your review of their current life insurance needs, and integrates both with the best products and pricing the market has to offer. After you have submitted your client’s information and the evaluation has been completed, The Producers Group’s Policy Performance Evaluation is then professionally packaged in a folder with a full color presentation that is client ready and sent to you for your use.

To learn how the program works or to submit a policy or policy data to be reviewed, contact Life Sales at 800-441-0140.

icon Policy Performance Presentation

icon Life Insurance as a Protection Vehicle

icon Suitability Concerns for the Trustee

icon Term Insurance Review

icon Trust Owned Life Insurance Review

icon Underperforming UL Case Study

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