In this episode of the Ready, Set, Grow podcast, Drew and Chris dive into why year-end policy reviews are a must for financial advisors. They focus on the importance of engaging with clients, especially when it comes to older life insurance policies that might no longer fit their needs.

With surprising stats on client retention and lapses in life insurance benefits, they share practical tips on how advisors can tap into existing resources to strengthen client relationships and make sure policies are still on track with today’s goals.