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    Not Sure When to Use a Term Conversion Strategy? Here's What You Need to Know

    Posted by Lori Fogle on Wed, Sep 09, 2020 @ 12:00 PM

    “I had another agent refer a client to me and suggested I look at a term conversion strategy for her. But I don’t know when you’d use a strategy like that…” The comment was made during a conversation we recently had with one of our contracted agents. So, in this post, we're going to tackle the topic -- who's a good prospect and what's possible with a convertible term policy...

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    Tags: prospecting, sales techniques, living benefits, term conversion, term convertible life insurance

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    This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.