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Policy Review Copy


Policy Review opens the door for you to contact your existing clients and offer to review their policies to see if they are performing as they should. Our program provides you with the tools to prospect your clients and educate them on the reason – and need – for a policy review and the benefits of using PEP. The program also includes an analysis of your clients’ existing coverage and alternatives for the policy going forward – this presentation provides real numbers, real alternatives, and is easy for your clients to understand.