Review, Refresh, Retain: The Power of Policy Review

Life insurance policies aren’t “set it and forget it” assets — they need to evolve with clients’ lives. In this episode, we break down why policy reviews are essential, how to ask the right questions, and how to identify opportunities to protect clients and grow your practice. You’ll hear real-world success stories, learn the step-by-step review process, and discover how partnering with Crump gives you the tools, resources, and expertise to make policy review a seamless part of your business.

Guest: Chris Weir, Vice President, Crump Internal Sales

*Policy Review is a complimentary service offered by Crump Life Insurance Services to assist policy owners in analyzing their existing insurance policies. It is not a program designed to encourage consumers to replace existing insurance policies.