video1.0<iframe src="https://www.loom.com/embed/f79d4160a0dc4009bf53e3f069854595" frameborder="0" width="1414" height="1060" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>10601414Loomhttps://www.loom.com10601414https://cdn.loom.com/sessions/thumbnails/f79d4160a0dc4009bf53e3f069854595-00001.gif226.36666666666667In this video, I walk through the retention center workflow for sorting personal policies. I explain how to clear up policies up to the latest date and demonstrate the renewal process. I emphasize the importance of reviewing primary policies annually and provide guidance on identifying qualifying policies. I also discuss manual policies and the necessary paperwork. Watch this video to learn how to efficiently navigate the retention center and ensure accurate policy reviews.