We can help you implement a turn-key policy review program and significantly grow your business while increasing the level of service you offer to your clients. Contact Georgetown Financial Group, Inc. today to learn more.
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Prospecting – Approved Client Approach Letters
- Client Prospecting Letter – Insurance Changes
- Client Prospecting Letter – The Prudent Man Rule
- Client Prospecting Letter – Life Changes so Does Life Insurance
- Client Prospecting Letter – It’s Time For Your Annual Review
- Client Prospecting Letter – Comprehensive Planning
- Client Prospecting Letter – Life Insurance Review
Resources, Tools & Fact Finders
- PRECalc Worksheet
- Policy Review Fact Finder
Authorization Forms
Sample Reports
- Sample PRECalc Output Report
This information is intended for licensed professional only.
Information found on this page should not be used in any actual transaction without the advice and guidance of a professional Advisor. In some instances a Tax Advisor and/or Attorney should also be contacted for counsel. Although the information contained here is presented in good faith, it is General in nature may require additional consideration of other matters. AimcoR Group, LLC is not an insurer and does not issue contracts for coverage. All rights reserved. AimcoR Group, LLC is a national marketing organization. Our affiliate agencies are member Brokerage General Agencies and AimcoR Group, LLC is not liable for any agreements or contracts between our affiliate member organizations and the financial professionals they serve.
For more information about Georgetown Financial Group, Inc. call (203) 544-9300 or visit www.gfginc.com