4 reasons to use an in-person needs analysis
The needs analysis is not a new tool, but it’s as important today as ever.
Traditionally, a needs analysis is used when initiating a discussion of insurance needs with a new client, then updated when conducting an insurance review with existing clients on an annual basis.
The idea is to provide a structured mechanism to determine the insurance needs of the client: types, amounts, beneficiaries and more. But in the digital age, is it really necessary to have this kind of conversation face to face?
Read the full article, written by Matt Masiello, Executive Vice President and COO of SIAA, published in the May edition of IA Magazine.