Policy Review Refresher

TBA's Life Insurance Link Up

29-08-2023 • 9 mins

You've heard policy review mentioned many times in our episodes, but John and Zach take this opportunity to focus solely on policy review and:

  • Why it matters
  • How to offer it
  • When it makes sense
  • What policies should be reviewed

For access to the free policy review kit, visit: https://www.tba.com/policy-review/