Great opportunities may be hiding in your book of business! January can be a great time for policy reviews to make sure your clients’ life insurance coverage meets their current needs. Get started with this handy client-approved worksheet.

Pacific Life has made policy reviews easier with this comprehensive field guide to get you started—with tools and tips to help prepare, prospect, and conduct more effective policy reviews

Odds are your clients are underinsured. This infographic from Pacific Life shows three opportunities in life insurance.

Missed an issue? No problem! All issues are available on Producer Bay. Broad Market Insights offer ideas you can use now with your business and share with your producers using personalized emails.

Here are some quick links to our client guides:

Or, visit Producer Bay for robust toolkits that provide you access to all the PL Promise marketing materials and customizable emails in one place!