One Denver producer has taken this idea seriously and has netted over 200k in commissions for the last several years.
He systematically finds current policyholders with the wrong ownership, beneficiaries and/or other miscellaneous service issues and wins their business as a result of being professional in the seemingly small areas.
〉 Life Check Up Producer Guide (PDF)
〉 Life Check Up Consumer Piece (PDF)
〉 Life Check Up Needs Analysis PLC (PDF)
〉 Life Check Up Postcard (PDF)
〉 Life Check Up Consumer Prospecting Letter PLC (DOC)
〉 Life Check-up Letter to the Insurance Company PLC (DOC)