POLICY REVIEWS
The Low-hanging Fruit

Life insurance is a major aspect of a client’s financial plan, and reviewing their policy can determine whether it is performing according to expectations and meeting financial goals.

Email our Life Dept for help with policy reviews

Resources for Policy Reviews

Click each item below to view/download, or click here to download a zip file of all of the resources together

Life Policy Review Overview Flyer
This flyer covers the reasons to consider reviewing existing in-force policies.

Request for Illustration
Use this form to have Allegis help you review your options.

Policy Review Consumer Brochure
This PDF can be downloaded, sent to a printer, and taken home by clients after your policy review conversation.

Policy Review Success Stories
View 3 of our real world successful client policy reviews.

Life summary of options
Help clients see their options by comparing results of illustrations.

Policy Review Questionnaire
Use this form to collect the policy information from your clients.

Creating A Personal Plan Worksheet (AIG)
This completed worksheet will provide a solid base from which to explore financial strategies.

Email template for clients
Use this template for introducing Life Insurance to your clients.

Policy Review FAQs (AIG)
The basics of why policy reviews are so important for you and your clients.

The Ideal Client (AIG)
This piece outlines the characteristics that make up the ideal client.

When to do Policy Reviews (AIG)
Detailed overview of when clients should have a policy review conducted.

Policy Review Case Study (AIG)
View this case study and worksheet outlining the practical opportunities and results of a policy review.

Reach out to our team to walk you through the best way to utilize policy reviews

email our Life Team

Or call (800) 418-1788