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How to Evaluate the in-Force Life Policy 6000036794-4W-WI

How to Evaluate the in-Force Life Policy 6000036794-4W-WI

3 CE credits • Jacqueline Jaeger, BA, CFP®

This webinar is for WISCONSIN insurance CE credit

  • WI Course No. 6000036794 (General)
  • CFP Board Program ID #256085

Life insurance is intended to last for the lifetime of the policyholder in many instances.  What if the agent leaves the business?  The policyholder can be left with a policy they do not know how to get information on, let alone how to decipher the information they get if and when they can receive it.  We in the industry can’t always just place new policies!  To do our job well, we have to take apart the inter-workings of the customer’s current insurance and see how well it may already be fitting to what need they have before we can place new, more and better policies.  They may already be sitting on a gold mine, although chances are their needs will have changed some.  This class will help producers to do more than glance at an annual policy statement and make presumptions that may or may not be accurate.  We will learn how to go the full mile and get full and accurate information and fully explain it and to be that hero who helps the client.  Real life stories will surprise you.

This webinar is for WISCONSIN insurance CE credit

Event Details

Event Name: How to Evaluate the in-Force Life Policy 6000036794-4W-WI
Show Event Date: 06 Nov, 2019
Individual Registration Rate: $44.00
Address: You will receive log-in instructions the day before your webinar.Please take the time to read the webinar info on our website by clicking the link below. PLEASE NOTE: ALL WEBINAR TIMES STATED IN CENTRAL TIME., , 53701