Life Insurance Policy Review Template. Here are a few items that may trigger the need to review a life insurance policy: Life insurance policy review checklist.
A life insurance policy review is a great way to enter into a dialogue with your client and can be incorporated into initial planning. An oath is taken by the insurer in the life insurance policy that he will pay a certain amount of money to the insurance company to exchange the premium when a person dies. 925.934.8278 heffins.com license #0564249 advisory.