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Whole Life Statement Redesign
November 8, 2018 @ 2:30 pm - 3:30 pm
Register in advance for this webinar:
New Whole Life Statements Coming Soon! The new design provides simple, yet detailed information related to the product they purchased. A few highlights are…
• Reminder to review beneficiaries
• Definitions of Dividend Options and Policy Coverage Key Terms
• “Peace of Mind” Section to display any living benefits
• “Where You Are Today” section to show summary of policy values
• Improved Policy Coverage Section to clearly display client’s death benefit protection
• Reminder to review beneficiaries
• Definitions of Dividend Options and Policy Coverage Key Terms
• “Peace of Mind” Section to display any living benefits
• “Where You Are Today” section to show summary of policy values
• Improved Policy Coverage Section to clearly display client’s death benefit protection
