It's that time of year again! Time to take a few minutes to review your insurance policies and see if they need any updates.
We'll look at your current policies to see that all contact information is up to date and that your needs have not changed in the past year. This is our way of making sure "you're in good hands."
You purchased your insurance policy to meet your needs during a specific time. Your life may have changed, and, therefore, your life insurance needs may have changed as well. Like any other financial asset, insurance should be monitored and reviewed to make sure that it is performing according to your current goals and objectives.
I am pleased to offer you a review of your insurance policies. This will consist of focusing on your current insurance needs and determining what changes, if any, need to be made to your existing coverage. If your insurance needs are unchanged or are being met by your current policies, you will have the comfort of affirming this. If not, I can offer you suggestions to help bring your insurance policies in line with your goals.
I will contact you shortly to review the benefits of this program. The few minutes spent will be worthwhile.
You can also call us at 0800868467 or 021578635 to set up a time.We appreciate your business. Best regards, James James Dupuis, from Insurance and Mortgage Network
How will this work
01. Initial CONTACT
02. QUICK DISCUSSION
04. POLICIES UPDATE