Turn the FPO into an Opportunity for You and Your Clients

The Future Purchase Option (FPO) can be a valuable part of a disability insurance policy, giving eligible clients opportunities to increase coverage as their earnings grow without additional medical underwriting. For agents, staying on top of FPO windows can also create significant opportunities for additional commissions. This Agent Overview shows you how to make FPO follow-up part of your ongoing client strategy.

What you’ll learn:

How the Future Purchase Option works and helps clients increase their disability coverage.
Why tracking FPO anniversaries can help clients avoid missing valuable opportunities.
How exercising an FPO can generate additional first-year commissions for agents.
Three practical steps for incorporating FPO education, reminders and follow-up into your client relationships.
Don’t let an FPO window close on you or your clients. Download the Agent Overview today.

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