Early each year, your clients will address their investment objectives as things change in their lives. But the one thing that keeps getting missed is your client’s life insurance. Now you can conduct a simple, productive performance evaluation with our FREE sales e-kit.

Conducting periodic policy reviews with your clients is one of the best strategies you can use. Existing life products have greatly improved over the years and offer more flexibility and savings for your clients. This also means new revenue for your business. Our FREE sales e-kit includes many sales sheets, examples and a client-friendly performance evaluator.

Here’s a sample with one of the top-performing products:
(click on charts to enlarge)

Performance Evaluation
Current Plan - Male, Age 65 - Standard Non-Smoker
10-year old UL Policy • Policy #00000000 dated 09-18-98



Proposed Alternatives
New Carrier • New UL Policy with Lifetime No-Lapse Guarantee (NLG) Death Benefit


The Result?
Option A: Save 25% on the annual premium, OR
Option B: Get 20% more insurance for the same annual premium
PLUS: Give your client a guaranteed lifetime death benefit!


Fill out the form to the right or call 800.747.4445 for
your FREE Life Insurance Sales Kit today and we will give
you a FREE Performance Evaluation for whatever client situation you have.