Question: Your client is considering a policy replacement. You should A ) bypass advising the existing carrier of the proposed replacement if the client has already
Your client is considering a policy replacement. You should
A bypass advising the existing carrier of the proposed replacement if the client has already decided
B document this decision only for your records by completing the "Notice Regarding Replacement" form
C advise her that replacement is unlikely to be in a policyowner's best interest
D help her determine that replacement is actually appropriate
Step by Step Solution
There are 3 Steps involved in it
1 Expert Approved Answer
Step: 1 Unlock
Question Has Been Solved by an Expert!
Get step-by-step solutions from verified subject matter experts
Step: 2 Unlock
Step: 3 Unlock
