How to tell if your clients are candidates for TLE
Term Lifextender™ was designed for people:
- whose health has declined enough since purchasing their original term that buying new term is prohibitively expensive, but
- who are still healthy enough that selling their policy does not make sense
For your clients, ask yourself these 3 questions:
- Which policies will have their conversion option end soon?
- Of those, which policies are convertible into a universal life policy?
- Of those, which policyholders have had health changes since purchasing their original policy?
These clients are potential candidates for Term Lifextender™, and potential commissionable sales for you.