First American Insurance Underwriters PAR Policy Annual Review Agents and advisors know the value of building credibility. Whether it’s earning designations or being recognized for professional accomplishments, personal integrity is a producer’s most valuable asset. It inspires trust and confidence. Perhaps one of the most visible ways for an advisor to build trust is the client Policy Annual Review. With life insurance products constantly changing, the review should be a required activity of ever agent. First American Insurance Underwriters has created our Policy Annual Review program to assist our agents in producing an in-depth, policy review for your clients. The PAR includes… Policy Annual Review Software Presentation Current Policy/Health Questionnaire Carrier Ratings Report In-Force Policy Information Authorization Client Prospecting Letter The Policy Annual Review benefits both client and producer. If it reveals that your client’s current policy is performing properly, the Policy Annual Review is an opportunity to demonstrate your commitment to your client. It’s a way of letting your customers know that you are looking out for their best interests. The review process will only enhance your credibility. Producer/Client PAR pdf Files Client Mailer Fillable This is a fillable marketing form that can be used as a client mailer. PAR Fact Finder Use this piece to gather general inforce policy information from your clients. PAR Client Sample Prospecting Letter Use this sample piece as a guideline for creating your own client prospecting letters. PAR Inforce Policy Authorization Complete to give First American authorization to obtain all pertinent inforce policy information. Intro to PAR Producer Marketing First American is proud to introduce PAR. Example of Policy Annual Review First American Insurance Underwriters ©