The Complete Beneficiary Review Guide is an 11 page kit that includes all the marketing and training tools you need to conduct a complete client
beneficiary review.

WHY BENEFICIARY REVIEWS? Conducting beneficiary reviews is a great way to strengthen client relationships and devlop relationships with their beneficiaries. With reviews you can uncover potential rollovers while retaining and consolidating more assets. And finally, happy clients always generate more referrals. So start today and get back in front of dollars that were left on the table!


• Direct Mail Marketing Templates

• Email Marketing Templates

• Training Materials

• Educational Materials

Complete the form below to gain instant access to the 11-page guide: