Policy reviews are necessary, yet time-consuming. Hear from our distribution partners as they share how they have used PRECalc to be more efficient, effective, and even win cases!
Tag: Distribution
PRECalc: The Key to Finding the Best Policy Trade-In
With LifeTrends’ trademarked tool, PRECalc (Policy Review Estimation Calculator), you can review clients’ policies and better serve their changing needs.
Participating Loans
What are the primary differences between the various types of participating loans currently in the market? See our analysis to learn more.