That's right four times a year, your client will receive a personalized summary review of their policy and can enter their current income to determine if they are eligible for more. (45, 30,15 before their anniversary and the day of their anniversary). If they are interested in more, you as their financial professional will receive an email to contact your client.
Note: All figures reflect policies and contracts of the primary servicing agency. ¹Reflects all in-force policies and contracts serviced by this agency as of 12/31/2021. ²Includes owners of in-force life, disability income, long-term care, policies as well as all securities accounts. 3Represents in force cash values for life insurance, and market values of all securities accounts (except investment sponsors that are not contracted with Albridge and investments that have not cleared through Pershing as of 12/31/2021). Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency. ⁴Represents Dividends paid in 2021 on Whole Life policies, excluding closed and surrendered policies. ⁵Represents all Life and Disability claims paid in 2021.