Beginning September 25th, Client Intelligence alerts you to your customer’s milestone age and conversation opportunities.
| Age | Line of Business | Conversation Opportunities |
| 18 | Life & Annuity | Review and confirm policy ownership, beneficiary setup, and any rating or ownership changes now that they can legally own and manage the policy |
| 30 | Life & Annuity | Consider reaching out to review any major life changes (marriage, children, home purchase, career changes) and confirm coverage still meets their needs |
| 40 | Life & Annuity | Review coverage adequacy, update for any major life changes, and confirm all riders and benefits still align with their current financial responsibilities and family needs |
| 50 | Life & Annuity | Review coverage and rider elections, retirement readiness, including eligibility for catch-up contributions and any upcoming age-based underwriting or rider limitations |
| 59 1/2 | Life & Annuity | Discuss eligibility to begin withdrawals without early tax penalties; review withdrawal options, contract terms, and overall retirement income strategy, and identify cross-sell opportunities |
| 60 | Life & Annuity | Review coverage, riders, and retirement strategy, including eligibility for enhanced catch-up contributions, lifetime income options, and age-based product limitations |
| 73 | Annuity | – If they have not started required minimum distributions (RMDs), they must begin now |
Using our new sub-category filter, you’ll be able to find the alerts you are most interested in seeing quickly and easily.
TC9141084(0926)1
Was this article helpful?
YesNo
