What do I do next?
Here’s how you can help your clients bridge the life insurance gap with Term Lifextender™:
- Find out the answers to the three questions
- Discuss the advantages of Term Lifextender™ with your client
- Complete a qualification checklist and send to us, along with your client’s current term insurance policy
What do we do?
Upon receipt of application, we will:
- determine if your client is eligible for TLE
- provide you with a customized proposal
- provide a complete Closing Package for the insured
If the proposal is accepted, once the insured converts the policy we will:
- establish a revocable trust
- transfer the policy to the trust
- complete a split-dollar agreement
- complete a collateral assignment
- administer the program during the extension period