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When You Should Do a LIPR with Your Clients

Your clients' life insurance often needs to change as their lives change. Major life events can trigger a LIPR. You should should schedule a life insurance policy review when your client is:

  • Getting married
  • Getting divorced
  • Buying a house
  • Having or adopting a baby
  • Accepting a new job
  • Receiving a substantial raise or promotion
  • Taking out a mortgage or other loan
  • Refinancing your home
  • Paying off your mortgage
  • Buying a business
  • Selling a business
  • Receiving an inheritance
  • Having a loved one require long-term care
  • Becoming disabled
  • Becoming an empty nester
  • Experiencing a death in the family
  • Retiring

Contact Us

(800) 783-5206

About Us

Time for a Review was created to help independent life insurance wholesalers and agents perform Life Insurance Policy Reviews (LIPR) for their valued clients. This annual or semi-annual process helps you stay in touch with your clients as well as adjust their life insurance policy (as needed) due to scheduled or unforeseen life events. The LIPR also provides sales opportunities to promote other retirement planning products including annuities, long-term care insurance, disability insurance, or Medicare supplements (for qualified consumers). ©2024