Why Proactive Policy Management Matters

What You'll Learn

The variance and availability of so many life insurance products is a beautiful thing. It helps advisors offer different options to their clients to make sure that the product they buy is the right choice relative to their unique circumstances, goals, and financial objectives. But at the very same time, the widespread availability of life insurance products of varying degrees of complexity can make post-sale policy management quite the headache.

In our latest white paper by industry veteran and Proformex Founder, Mike Pepe, he outlines the risks and opportunities associated with all the different major policy and product types. This paper both serves as a helpful guide when it comes to differentiating products for your clients and helps to illustrate the critical need for ongoing policy performance monitoring after it’s inforce.