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Partners Advantage Blog

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

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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