To Term or To Perm? That is the question.

Most clients understand that the primary purpose of life insurance is the death benefit – to provide lump-sum financial protection to their loved ones or business due to an untimely death.

For many clients that’s where their understanding stalls or, in many cases, stops.  

What does this mean for you?  Education.

It’s a daunting task.  So let us help you.

These short videos go a long way to help your clients understand the difference.

Maybe your clients have a Term policy, and are ready to convert to permanent.

Good news, Electronic Term Conversion is coming to eApp February 8!

You will have the option to submit Term Conversion applications (Form 20007) electronically.
Simply select Term Conversion on the pre-qualification screen and fill it out as you would via a paper application, now with the added benefit of faster processing!

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