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1.26.23 - The Importance of Annual Reviews with Daniel McRae & Andrew Pappas


A lot can happen in a year…births, adoptions, marriages, moves, accidents, diagnoses, or deaths, which can cause a need for a policy update. This episode, National Manager & Platinum Elite Producer, Daniel McRae, and District Manager & Diamond Elite Producer, Andrew Pappas, discuss the importance of annual policy reviews. They will even show you how to do it virtually! Annual reviews are not only important for your client's well-being and security, but also builds a strong, long-lasting relationship!

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