Term Conversions 101

Term conversions have been mentioned several times on the podcast, but we thought it was important to touch on some of the most commonly asked questions and misconceptions about providing this service to your clients. This episode covers:

  1. Do you have to be the original writing advisor on a policy to convert it?
  2. What is the easiest way to determine if a policy is or should be converted?
  3. Next steps when a policy is deemed convertible
  4. Can you earn commissions on conversion?