Develop a Client Review Practice with North American

Ideas and Quick Tips to Help Build Sales


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Not only does life change, but life insurance products change over time. That's why it's important for you to have a regular client review practice in place. Trust, credibility, and long-term relationships are just the beginning to the benefits of scheduling reviews. Explore the topics below to help you build your client review practice.


Client Profile

Here are a few items that may trigger the need to review a life insurance policy:

  • New child or grandchild
  • New job
  • Inheritance
  • Major investment gain/loss
  • Health concerns
  • Change in marital status
  • Change in estate plan
  • Sales or purchase of a home
  • Start/purchase a business
  • Sold or acquired assets
  • Death of family member
  • New investments
  • Retirement
  • Gain/loss of business partner


Helpful Tips

Here are a few questions to answer when reviewing a policy.

  • Can the client retain the same coverage, but at a lower cost?
  • Is there a policy that offers more coverage for the same premium?
  • Can improved death benefit guarantees be found?
  • Is the death benefit enough, too much, or just right?


For help setting up a client review practice, call Sales Development at 800-800-3656 ext. 10411 or email


Neither North American Company nor its agents give tax or legal advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements.



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