How to engage customers with Annual Statements

There are 8,760 hours in a year. That is a lot of time for things to change. In a year, you could buy a house, have a child, lose your job, develop an ailment, or maybe all of the above.  In other words, life can change drastically in a year and so can a client's need for protection.  Presented this way, it makes sense for providers to offer the opportunity for their customers to review their protection every year and make the necessary changes.   However, providers have so far avoided this opportunity to engage with their customers.  They argue if you remind customers about their ...