Annual Policy Reviews: A Closer Look at an Essential Client Service & Why it Matters

This month, we shine the spotlight on our 5th core value: Focus on Client Needs & Commitment to Service. Our core values are more than just words – they are our north star, guiding everything we do. Our annual policy reviews exemplify how we put this value into action every day, for every client.

Life doesn’t stand still, and neither should your insurance strategy. That’s why annual policy reviews are a cornerstone of our commitment to client service at Tenzing Insurance Strategies.

Each year, we take the time to revisit every client’s in-force life insurance policies to assess whether they’re still aligned with their current needs and financial goals. Whether there’s been a change in income, family structure, business ownership, or estate planning strategy, these reviews help ensure that every life insurance policy continues to serve its intended purpose.

In our latest Tenzing Talks video, we walk through the annual policy review process and explain how this proactive approach supports our core value: Focus on Client Needs & Commitment to Service. You’ll hear about what’s evaluated, how we approach each review with care, and the long-term value this creates for our clients and their advisors.

We don’t believe in “set it and forget it” planning. Annual policy reviews offer an opportunity to spot gaps, identify new opportunities, and make informed decisions based on each client’s evolving circumstances. It’s just one of the ways we strive to build lasting relationships based on thoughtful guidance and consistent service.

Click below to watch the video and learn more about what to expect from the annual policy review, and how it helps keep coverage aligned with each client’s unique journey.