In-Force Policy Program
Unlock opportunities hidden in your existing book of business.
What the In-Force Policy Program Helps You Do
Your current clients may have policies that are no longer competitive, no longer aligned with their goals, or simply ready for review. Our In-Force Policy Program helps you uncover those opportunities by providing insights on existing annuity contracts that may be suitable for replacement, so you can serve your clients better while generating new business.
This program helps you stay proactive, strengthen client relationships, and identify meaningful planning opportunities you didn’t even know were there.
How the Program Works
Eligible advisors receive a consolidated list of their in-force annuity policies from multiple carriers, gaining visibility into opportunities that would otherwise require hours of manual research. This makes it easier to:
- Quickly identify policies that may be due for review
- Spot contracts that could benefit from updated rates, features, or market options
- Organize client outreach in a strategic, time-efficient way
Once you receive the data, you simply review the list, determine which clients you’d like to contact, and begin the conversation. It turns a normally time-consuming task into a streamlined opportunity.
Why This Matters for Your Clients
Your clients’ needs change. The annuity marketplace changes. Policies age. Features evolve. New products enter the market.
The In-Force Policy Program helps you:
- Ensure clients remain in the best solution for their goals
- Address life changes proactively
- Provide thoughtful reviews instead of waiting for clients to reach out
- Strengthen your value as an advisor who stays engaged
Why Advisors Trust This Program
You receive a consolidated view of your book of business without digging through multiple carrier portals.
You can reconnect with clients in meaningful ways, not just during annual reviews.
Proactively review and update client strategies for their best interests.
Generate new business simply by helping clients upgrade to better-aligned solutions.