In this episode, we speak with Tom Thomas, Regional Vice President at Equitable Distributors LLC, about how regular policy reassessments can align your clients' life insurance with their evolving circumstances and financial goals. Whether nearing retirement, facing life changes, or optimizing coverage, this episode provides key insights to support their objectives.
GE-7829326.1 (4/25) (Exp. 4/29)
Additional material:
The PPH Exam Approach to Policy Review [9-page client brochure]
Guest: Tom Thomas, Regional Vice President of Life Distribution at Equitable Distributors, LLC
Download transcript here.
