It helps facilitate the cross sell on other products such as disability because it frees up time in the sales process to discuss other products the client may need. |
Research showed that people don't understand how much life insurance they should own or how to figure it out, and that people are afraid to make the wrong decision about life insurance. |
We wanted to develop a tool to make it easier for clients to understand how much life insurance they need to protect their families in the long term. |