The Secondary Market has become a safe and regulated environment for policy owners to liquidate insurance policies that are no longer necessary due to changes in estate tax law.
Many people are looking for new ways to enhance their current financial plan, and one new alternative is the Term Transformer.
This unique opportunity offers an alternative for your clients who have a convertible Term Life Policy that is about to be surrendered or lapse. The Term Transformer is designed as a simple and effective way to convert a term policy into a cash settlement.
To determine if your client’s policy is appropriate for a settlement with the Term Transformer, take our Policy Value Quiz. It’s free, and it can help you and your client get to the bottom line effectively.
Read the case study!