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The Life Insurance Policy Review Conversation:  Finding Coverage Gaps Before Clients Do

Life changes, but many life insurance policies do not keep up. Develop a practical framework for conducting effective policy review conversations that uncover gaps before they create problems. Learn how to assess coverage adequacy, evaluate policy performance, and address beneficiary concerns using clear, non-sales language. Reinforcedocumentation habits and follow-through practices that strengthen client relationships and reduce professional risk. Focus on real-world application, client clarity, and consistent review strategies. 

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Webinar Details

The Life Insurance Policy Review Conversation:  Finding Coverage Gaps Before Clients Do

Life insurance policies often reflect outdated decisions, leaving clients exposed when life changes. Develop a structured, client-friendly review process to identify coverage gaps, beneficiary issues, and performance concerns early. Learn how to guide meaningful conversations, document findings clearly, and reduce E&O risk while supporting better client outcomes. 

Date and Time
Webinar Duration
60 minutes
CE Requirements
Verify your state and license CE requirements
Topics
  • Identify common life events that trigger coverage gaps and missed updates
  • Implement a six-step framework for structured policy review conversations
  • Detect hidden issues related to policy design, duration, and performance
  • Strengthen client trust using clear, non-sales-focused communication techniques
  • Reinforce documentation practices that reduce E&O exposure and improve outcomes
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