No matter how good you are at what you do, almost everyone in our business could benefit from more opportunities to generate revenue. My simple definition of marketing is the “activities that lead to having a chance to make a sale.” This whitepaper will focus in on how to systematize the most effective and cost-efficient method of marketing ever known in the history of financial services. You’ve heard of it ever since your first day, no matter who trained you. It’s called The Policy Review.