In the course of conversation it’s critical that you also take the opportunity to do beneficiary reviews of both annuities and life insurance policies. I’ve seen several instances of horrific adjustments that were made that were not in the best interest of either the policy owner or the beneficiaries. And unfortunately, those changes were probably made unbeknownst to the client at one point or another. Believe it or not there are people without ethics (although training is required in most states to sustain an insurance license) in our industry.
There continues to be opportunity to serve your existing clients. It’s our job at Davis Life & Annuity to remind you of that and revisit the opportunities that help you be your clients’ valuable advisor. We’re all looking to do the best thing for our clients and that’s why we’re here for you – our client. Contact your annuity marketer today or any of us on the annuity marketing team. If we don’t know the answer, any one of us is willing to dig deep to find the answer.
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