Blog, Life

Life Review Program

The Davis Life & Annuity | Simplicity Des Moines Life Review Program is designed to maximize your client’s premium dollar’s and provide an objective evaluation of their existing life insurance policies, the result of which may lead to a recommendation for policy changes.

The Life Review Program is a very simple process to incorporate into your existing practice. It requires no more than 2 signatures; often times we don’t even need a client’s signature to get the process started. More importantly there is no cost or obligation to you or your clients.

The Life Review Program works well with the following types of life cases:

  • Term, Whole Life, VUL, Universal Life
  • Trust-Owned Life Insurance With Banks or With Other Trustees
  • Health and Smoker Rated Life Cases
  • Any Life Policy With $10K+ Annual Premiums

What this review program does is look at in-force life policies that have been written. The business coaches at Simplicity Des Moines | Davis Life & Annuity will put together a detailed report comparing your client’s or prospect’s existing policy against what is available in today’s marketplace.


Learn more about life reviews

Life reviews are a simple, effective way to reconnect with your clients while building your book of business. Please enjoy this informative video by Life Marketing Director Al Stockwell as he explains how easy life reviews are.


How to get started

Are you ready to begin your own life reviews? Feel free to download our life review templates below. These templates are welcome letters that offer you a way to reintroduce yourself to your clients, and explain the importance of the life review. Feel free to personalize these letters to fit your business needs.

Standard Life Review Introduction Letter

Life Review – Generic Letter Trust Dept

Life Review – Generic Letter Policy Info

In-Force Illustration Request Form

Preliminary Underwriting Questionnaire


Would you like to know more?

 

Learn more about the latest products from top carriers

We at Davis Life & Annuity | Simplicity Des Moines are ready you help you find the best life insurance products for your business needs. Part of that commitment is making you aware of what our carriers are doing. Our webinar link is a great way for you to learn about great new products, sales tools, and incentives offered by top carriers.

CHECK OUT OUR WEBINAR SCHEDULE

 

Have a Tough case? We can help

We understand that circumstances change, and sometimes cases require extra assistance. We want to be sure that each case gets the attention it deserves, and that no condition or potential cause for concern is overlooked. Learn more about our independent underwriting services at Ask the Underwriter.

VISIT ASK THE UNDERWRITER

 

See our success for yourself. Check out our Case Studies

By now, most Davis Life & Annuity | Simplicity Des Moines producers know that our Life Review program has the potential to save clients thousands in premiums while enhancing their coverage. Many times this means a valuable client/advisor relationship is born, and our producers appreciate the chance to earn added compensation. But many of our prospective agents do not realize all that Life Review can do for them. Our case studies speak for themselves.

REVIEW OUR CASE STUDIES


Have additional questions? Call the Life Marketing Business Coaches at Davis Life & Annuity | Simplicity Des Moines today at 800-747-5612 or CLICK HERE to send us a message.

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