The Importance Of Conducting An Insurance Analysis

Conducting a regular review of your clients’ insurance portfolios is not only good business but can also be an economic lifesaver, as Roy Allen Lederman can attest. In 2009, Lederman, an agent in Carmel, Indiana, had met with new clients Chris and Sandy Hibshman, also of Carmel, to review their family’s life insurance needs—coincidentally, the … Continue reading