What is a Policy Review?
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Affiliated Marketing Group 4800 Sugar Grove Blvd., Suite 350 Stafford, Texas 77477 Phone 713.977.0611
We Offer A Full Portfolio Of Products And Services
Everything You Need In One Place
Our proprietary web based one page application that is the same for all carriers. You can quote and submit our one page application in less than 15 minutes.
It is the easiest system available for writing life insurance and best of all, you retain control of your case, have 24/7 status updates available and there is no reduction in commissions.
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What If You Could.....
Write life insurance without filling out paper applications?
Have the same one page on-line application regardless of the carrier you and your client choose?
Have the medicals, attending physician statements and ancillary forms done for you?
Have a link on your website that would allow clients to directly purchase life insurance on line?
Have 24/7 status updates on all of your applications?
Have all of this with no monthly charges and best of all, receive full compensation for your business?
If all of this were possible, would you write more life insurance? If you answer yes, then the proprietary AMG EZ Life Program is what you are looking for. Just click on the "Create My Free Account" button on the bottom left of this page.
By adopting a proven method of working smarter – not harder – you can maximize the value of every lead and client. Based on an intuitive, web-based design, the EZ Life system was built by top producers to provide the tools you need to succeed.
Contact Ed Massey or Steve Gresso at 713.977.0611 for more information or to obtain your personalized EZ Life Account.
The Policy Review is an objective third-party assessment of your client's existing life insurance coverage. This review is completed at no cost to your client.
Provide Your Clients with Peace of Mind
Our policy assessment is always in your client's best financial interest and may conclude that no changes are necessary. If improvements are suggested, the assessment clearly explains how and why your client will benefit financially from taking advantage of the recommendations. Regardless of the outcome, providing a Policy Review assures your client that you have their best interests in mind.
The Policy Assessment evaluates several critical policy areas such as:
Is the Policy in Danger of Lapsing Prematurely?
Unfortunately, many consumers are unaware that their "permanent" life insurance policies are in danger of expiring before the insured's death. In these instances, it is important to inform the insured of the potential that a policy may expire earlier than expected.
Is Your Client Paying Too Much for Insurance?
Many times declining interest rates and changes in the economy mean that your client could receive the same coverage for a lower premium.
Can Your Client Increase Coverage and/or Reduce the Cost of Current Coverage?
Often the assessment shows that your client has the option of either paying less for their coverage or continuing their payments while significantly increasing the amount that they leave to the people and causes they care about.
Is Your Client's Policy Performing as Expected?
About 40 percent of the reviews we conduct reveal a policy performing as originally intended. In these cases, the report will recommend continuing "as is" unless the client's needs have significantly changed.
How It Works
The brief data sheet and authorization gathers the information necessary to ensure that our analysis is accurate. It includes a brief health questionnaire and authorization form.
Step 2: We Compile All Information on Current Policies
Your client's authorization allows us to use our relationships with insurance carriers to contact them directly and gather any information necessary to complete the report. We keep you updated on our progress while we gather the data required for a thorough analysis.
Step 3: We Thoroughly Analyze Your Client's Situation
There are different preferences and purposes for life insurance, so each report is unique to your client's goals and objectives. Our in-house experts analyze every detail of your client's existing coverage and identify issues that may be important to them. In addition, we search all of the top insurance carriers to see if there are better solutions your client may wish to consider.
Step 4: The Report Is Delivered Directly to You
Our final report is delivered directly to you so that you remain in control of how the information is delivered to your client. We are available to walk you and your client through any recommendations.
AMG provides everything you need from pre-approach letters, customizable marketing brochure templates, client analysis worksheets to determine which clients to approach, information gathering data sheets and the final presentation. To participate in this program contact Steve Gresso at 713.977.0611.
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For Producer or Broker/Dealer Use Only. Not for public distribution nor intended to be used as financial or tax advice. |