Hello everyone.
I'm new to the site and looking for some help. I've been involved with the industry for the last 15 years in various sales support capacities (Advanced Markets Group, Sales Desks, etc.). However, I am now working independently as an investment advisor and insurance broker. Through my connections, I've been asked to review some life insurance policies owned by a non profit. I was wondering if anyone knew of good policy insurance review software (and any other resources) that could help assist with this.
I'm new to the site and looking for some help. I've been involved with the industry for the last 15 years in various sales support capacities (Advanced Markets Group, Sales Desks, etc.). However, I am now working independently as an investment advisor and insurance broker. Through my connections, I've been asked to review some life insurance policies owned by a non profit. I was wondering if anyone knew of good policy insurance review software (and any other resources) that could help assist with this.