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Life Markets

Transamerica
LIFE CHANGES, OPPORTUNITY KNOCKS
A YEARLY REVIEW IS GOOD FOR YOUR CLIENTS AND YOUR BUSINESS
Life is unpredictable. But you can help clients prepare for it. That means staying on top of changes in your clients’ lives like marriage, new children, a bigger home, or changes in health that can affect their protection needs. As we get deeper into 2022, now is the perfect time to schedule an insurance review with your clients to make sure their life insurance is keeping up with their needs.
Here are a few tools to help you make the most of your client reviews:

GET THE CHECKLIST

Image of Prospect Checklist and Insurance Checkup

Download our life insurance review checklist to help you prepare your clients for the year ahead.
GET CHECKLIST
Read the five steps to conducting a review:
CONDUCTING A REVIEW
No matter what stage they’re at in their financial journey, clients need help with financial planning. See how you can help.
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