Hancock Talks

Episode 5: Policy review – life changes and so do insurance needs

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Discover how conducting a policy review can not only have a positive impact on your clients, but can also bring about opportunities for you. In the latest episode of Hancock Talks, you’ll gain insights on:

  • The value of reconnecting with clients and reviewing their existing coverage
  • Strategies and steps for conducting a policy review
  • Recent product innovations that can benefit clients today
  • Analyzing an existing policy and a sample case study of when needs change
  • Marketing tools and materials that can help guide you through the review process

    •  

    For Agent Use Only. This material may not be used with the public.

    Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595.

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    Hancock TalksBy John Hancock Insurance
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