Why Policy Review is 2021’s Best Conversation Starter | Ep. 5 | Uncommon Solutions
January 8, 2021
A new year means new conversations. So when was the last time you talked to your client about the life insurance policy collecting dust in their portfolio? In this episode, we explain the importance of life insurance portfolio review – for you and your client – and why it should be your first call in 2021.
About Uncommon Solutions:
Uncommon Solutions, presented by Schechter, provides a unique perspective on an assortment of advanced financial topics for high-net-worth clients and advisors.