Annual and semi-annual policy reviews are one of the highest-value touchpoints in a whole life banking practice. Policy Stack gives you tools to prepare, conduct, and follow up on review meetings from one place.
Before the Meeting
Open the client's profile and review the following:
- Net Cash Value — total cash value across all policies minus total loan balances
- Snapshot history — confirm the data is current; if the last snapshot is more than 90 days old, ask the client to update before the call
- Active policy loans — review each loan's balance, rate, and repayment progress
- Deployments — check active capital deployments and their recorded return rates
- Notes from last review — read through previous meeting notes so you walk in with full context
Add a prep note to the client's profile summarizing what you plan to discuss.
During the Meeting
Review Key Metrics Together
Pull up the client's dashboard during the call to walk through:
| Metric | What to Discuss |
|---|