Have You Reviewed Your Clients’ Beneficiaries Recently?
06-04-2010
Have you reviewed your clients’ beneficiaries recently? American General’s Beneficiary Review kit has been making a splash not only as a tool for American General agents, but also as an invaluable asset in opening new sales conversations across all product lines.
American General developed their Beneficiary Review guide to do just that- ensure clients’ assets are still scheduled to be dispersed as they wish. While this is an important service, this kit also leads to opportunities to discuss other insurance needs. The producer guide features a set of conversation triggers and corresponding sales opportunities as well as tips on common estate planning problems and opportunities for client referrals.
Contact BUA to have a Beneficiary Review kit sent to you and for ideas on how to use it to grow your business.
