Menu Webinars Login Register Our Policy Review process is the easiest one available for both you and your clients. We’ll help you generate new sales! Our program reviews your client’s life insurance at no cost or obligation. And it’s a WIN/WIN end result for YOU! With the hundreds of cases we have reviewed, over 50% of them resulted in a recommendation that improved the client’s life insurance portfolio. Try Our Policy Review Decision Tree Then Read Below For More Info And To Get Started! Made with Visme Infographic Maker Why Do Policy Reviews? 70% of people who purchase life insurance never hear from their agent again. 60% of people who own life insurance have no idea how it works. 50% or more of policies reviewed require changes for a myriad of reasons. ONLY 10% of people owning life insurance have it reviewed on a regular basis. Call us today at (800) 846-3997 and we’ll tell you how you can start. Life Insurance Review Powerpoint presentation explaining our complete insurance policy review process. Policy Fact Finder Handy form designed to gather client’s current policy info. Policy Review Scope The complete scope of materials provided by the Rocky Mountain Insurance policy review. Authorization Letter Letter to authorize the release of information on the current inforce policy. The 10 Most Common Life Insurance Mistakes And how to avoid them, by Stephan R. Leimberg. Here’s How It Works You get a signed Authorization form from your client. (see attached). You fax or scan the Authorization form to us. We contact the existing insurance carriers and request in force information & illustrations. We send a confirmation email to you. We follow up with insurance carriers on a regular basis to obtain information. We receive all in force information & illustrations and send an email confirmation to you. We do a Complete Policy Review. We phone you to discuss the details of your clients’ Policy Review. We provide you with a Complete Policy Review package to present to your client. In the event of a recommendation for replacement, we will provide you with new illustrations and applications to present to your client. Get Started! Policy Review Request Your Name (required) Your Email (required) Subject Your Message Sample Client Letter Downloads Life Change One Life Change Two Industry Changes Periodic Review SEARCH OUR WEBSITE LATEST UPDATES Marketing Tips for Life Insurance Awareness Month: Go Get It Term Life Outside the Box: How Layering Can Help Save Your Client Money The Pros of a Spreading Out Your Client’s Death Benefit Business Valuation Resources Have your cake and eat it too! UPCOMING EVENTS GROWING YOUR IUL SALES WITH RMIN AND STONEWOOD FINANCIAL December 7 @ 11:00 am - 12:00 pm View All Events SUBSCRIBE TO OUR NEWSLETTER FOR THE LATEST INDUSTRY INFORMATION AND SALES IDEAS. Rocky Mountain Insurance Network 9200 West Cross Drive Suite 508 Littleton, CO 80123 Phone: (303) 839-1431 Toll-Free: (800) 846-3997 Fax: (303) 832-6417 DISCLAIMER | * SECURITIES Website Designed by Apis Productions