How to engage customers with Annual Statements



Old Mutual's Paul Roberts discusses how annual statements are a good reminder for clients of what policies they have.

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...

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