One of my companies sent me my monthly Monthiversaries list. List of my policy holders that have a Monthiversary in May. I scanned the list and found probably 10 good prospects to call. Such as term that is terming out, DT term, old policies with child riders that need to be reviewed and a lot of small policies on age 65-75 YO that need to be added to. Also found a half dozen small SPWL policies that are well over 20 years old. These were on children, now grown. I will not call them all but I have a pretty good feel for the ones I have not talked to in a few years. At a minimum I will collect
Source of insurance-forums.net
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