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10 Questions to Assess Your Clients’ Needs

Insurance needs change as circumstances in your clients’ lives change, which is why an annual insurance review is recommended by the Insurance Information Institute...
January 18, 2017

Insurance needs change as circumstances in your clients’ lives change, which is why an annual insurance review is recommended by the Insurance Information Institute (I.I.I.). When you are reviewing insurance coverage, this 10-question checklist can help insurance professionals and their clients figure out whether they may need to make a change to coverage, including such life events as marriage, death and divorce, among others.

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