Term Conversion Shake-Up: What Agents Must Know Now to Protect Client Options

Most major life insurers have adopted complex, restrictive term conversion rules in recent years. Lincoln Financial is a timely example: term policies issued between April 2007 and September 2015 will soon lose access to lower-cost, age-90 guaranteed products unless action is taken. Clients may otherwise default into limited, high-cost Conversion UL options. A one-year exception window is now open—but time is limited. 

Agenda:  

Lincoln Financial Term Conversion Update - Guest: Jon Kimmel, SVP, Lincoln Financial

• Breakdown of Lincoln’s recent conversion rule changes impacting 80,000+ in-force policies

• Clarify which policies are affected—and what that means for your clients

• Strategies to secure guaranteed-to-age-90 coverage before the window closes

Turning Complexity into Opportunity - Guest: Rick Hyde, President & CEO, Network Insured Connect

• Live demo: how this free platform for Life Brokerage agents simplifies term conversion tracking
• How to identify at-risk clients and take action—before critical conversion options expire

Key Takeaways:

• Learn how evolving carrier conversion rules impact your clients—and your business
• See how Network Insured Connect helps aggregate in-force data across dozens of carriers
• Identify and act on conversion opportunities to deliver better outcomes and deepen client trust

Now Available OnDemand >>>