View These Important Year-End Deadlines for Term to Perm Conversions

As you are thinking of important year-end deadlines, don’t forget about Term Conversions! The Contract Change Team is ready to receive your end of year Term Conversion requests received within the following guidelines:

• To ensure we have time to process term conversions prior to the end of 2020, we will need the paperwork by noon on December 28th. If the conversion includes additional coverage that requires underwriting, all requirements must be received by December 11th.
• The Term Conversion Application is available in eApp for conversion to IUL and UL products. The paper application must be used for conversions to Total Secure.
• Please be sure to include an illustration with all Term Conversions so that we can ensure the new policy is issued correctly.

Need some marketing inspiration to convert your eligible client’s National Life term policy to a permanent policy? Head on over to the Term Conversion Playbook to access the resources and marketing materials designed to support client outreach, virtual one-on-one meetings and meaningful conversations that lead to new sales opportunities and conversions. 

Visit the Term Conversion Playbook

Don’t forget to also visit the Term to Perm Conversion eKit!