August 14, 2026

Accelerate Series | Map the Gaps: A Deep Dive Into Using Asset-Map for Life Insurance Conversations

Accelerate Series | Map the Gaps: A Deep Dive Into Using Asset-Map for Life Insurance Conversations

Life insurance conversations don't have to start with a cold pitch.  They can start with a picture. Join LiaJean McHenry (Sr. Manager, Customer Success) for this month's Accelerate Series webinar as we explore how Asset-Map helps you spot coverage gaps before they become client crises, quantify exactly what's at stake, and turn that insight into a clear, actionable plan.You'll learn how to:Spot the signal. Flag households where a loss of life could leave a family exposed, before you've run a single calculation.Quantify the gap. Turn a vague concern into a real number: what's needed, what's already covered, and what's missing.Present the solution. Layer in a proposed policy, compare "today" versus "recommended" side by side, and turn a hard conversation into an easy yes.Scale your opportunities. Mine your Household Index to surface every client in your book who may be underinsured, not just the ones in front of you today.Whether you're revisiting existing coverage or helping a client put a plan in place for the first time, this session will give you the tools to make life insurance conversations feel less like a sales pitch and more like the natural next step in caring for your clients' families.