Life Review


Davis Life & Annuity’s 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 and often times we don’t even need a client’s signature to get the process started and 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:

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  • 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
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What this review program does is look at in-force life policies that have been written and Davis Life & Annuity will put together a detailed report that reviews your client’s or prospect’s existing policy against what is available in today’s marketplace.

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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 Marketer Brian Davis as he explains how easy life reviews are.

Would you like to know more?

Call the Life Marketing team at Davis Life & Annuity today at 800-747-5612 or CLICK HERE to send us a message.

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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.

[dcs_link icon=”pdf” url=””]Standard Life Review Introduction Letter[/dcs_link]

[dcs_link icon=”pdf” url=””]Life Review Introduction Letter, Trust Dept.[/dcs_link]

[dcs_link icon=”pdf” url=””]Life Review Introduction Letter, Policy Info[/dcs_link]

[dcs_link icon=”pdf” url=””]In-Force Illustration Request Form – 2016[/dcs_link]

[dcs_link icon=”pdf” url=””]Preliminary Underwriting Questionnaire[/dcs_link]

Learn more about the latest products from top carriers

We at Davis Life & Annuity 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.

  • Webinar Schedule

  • Have a Tough case? We can help

    We understand that circumstances change, and sometimes cases require extra assistance. Learn more about our underwriting services at Ask the Underwriter .

    [/dcs_flat_tab] [dcs_flat_tab] Capture LR case study

    By now, most Davis Life & Annuity 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.

    Call 800.747.5612 to learn what Life Review with Davis Life & Annuity can do for you!

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