CURRENT POLICY INFORMATION:
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- Annual
- Semi-Annual
- Quarterly
- Monthly
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CLIENT'S CURRENT SITUATION:
REVIEW OBJECTIVES:
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- Maintain Coverage
- Increase Coverage
- Reduce Coverage
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I'll provide a comprehensive review with recommendations within 3 business days, including:
Current policy analysis
Retention recommendations or replacement options if appropriate
Comparative illustrations if applicable
Strategic recommendations aligned with client's current objectives