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
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