Enhancing financial strategies with Policy Review

Equitable Life with inSight
21/04/2025 17 min
Enhancing financial strategies with Policy Review

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Episode Synopsis

In this episode, we speak with Tom Thomas, Regional Vice President at Equitable Distributors LLC, about how regular policy reassessments can align your clients' life insurance with their evolving circumstances and financial goals. Whether nearing retirement, facing life changes, or optimizing coverage, this episode provides key insights to support their objectives. GE-7829326.1 (4/25) (Exp. 4/29) Additional material: The PPH Exam Approach to Policy Review [9-page client brochure] Guest: Tom Thomas, Regional Vice President of Life Distribution at Equitable Distributors, LLC Download transcript here.

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