PrivClientSG
Guru
- 364
Hello all -- when delivering a life policy, I used to use one of two items. Both I purchased from "Boxes By Pandora" (a company that has gone out of business). The first was a beautiful, high quality wood box. I used this on occasion, depending on the circumstances.
However, the second is the one I am looking to replace. It was a high-quality (real) leather policy folder, which had an insert of transparent sheets (side-opening) on the inside, and a legal pad. You would get a personalized name plate for the outside, with the client's name on it. It was a very nice piece. I think all in it was about $40 or $50. It also had an opening along the inside cover. Depending on the policy, I always included a letter, and often various other inserts, materials, articles, etc.
What are you using today to deliver high-premium policies? Thank you very much.
However, the second is the one I am looking to replace. It was a high-quality (real) leather policy folder, which had an insert of transparent sheets (side-opening) on the inside, and a legal pad. You would get a personalized name plate for the outside, with the client's name on it. It was a very nice piece. I think all in it was about $40 or $50. It also had an opening along the inside cover. Depending on the policy, I always included a letter, and often various other inserts, materials, articles, etc.
What are you using today to deliver high-premium policies? Thank you very much.
