Policy review is designed to help you evaluate whether your current policy aligns with your financial goals and protection needs. At a minimum, you should conduct an annual life insurance review. However, regardless of how long it has been since your last review, you should complete one after any major life events involving changes to your family, health, or finances.
Significant life events can impact how much life insurance coverage you need and who you want as your beneficiaries. You might also consider activating any riders relevant to your current situation. Keep in mind that how much coverage you need will ultimately depend on your budget and priorities.
On our platform, policy reviews are conducted voluntarily and individually by our registered agents for FREE. While our agents provide professional insights, any decisions regarding your policy remain entirely at your discretion.
To begin, you must be logged in as a PARTICIPANT and assign an agent from our Agent Directory (search by agent code if you already have one). Then, click on “View profile” to access the agent’s individual profile page. The submission form can be found under the Policy Review tab, and voila! Your designated agent will review your policy upon submission. If you can’t find the tab, don’t worry; this simply means that this particular agent does not offer policy review services.