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TAGLife

Tucker Advisory Group, Inc. now has a turn-key method for our agents to easily help clients review their old life policies and show how to quickly make improvements.. Here’s how it works:
You just:
  1. Ask your clients to bring in their old life policies to the annual review.
  2. Fill out 7 simple lines with your clients and get their signatures on the Exclusive Policy Review paperwork, which I’ll provide and allows us to shop the case
SIT BACK AND LET US DO THE REST!!
We will:
  1. Pull an in-force application.
  2. Shop the case with competitive new products.
  3. Create the new illustration proposal.
  4. Design a professional presentation piece explaining to the client the strength of their current policy and the benefits of the new one.
  5. Teach you how to present the new policy.

It’s quick, easy and we’ll walk you through every step.

Give us a call to receive our Exclusive Policy Review paperwork and together we'll get the process started - 877.475.8611.
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