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Term Rider Conversions Commissionable?
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So, converting a BITR, AITR or CIR term coverage to its own WL or UL base coverage policy? if so, most I have seen pay commissions on that conversion
However, many carriers in recent years have started limiting the products you can purchase with a conversion. Basically, they will let you convert to their bottom shelf mediocre stuff, but not their top shelf good stuff reserved for new clients that were fully underwritten
Had a client that I wrote over 11 years ago on a 20 year term that also has a child rider.
They want to convert both.
She is going to find the policy [ I can't remember ] and then I'll know the Carrier.
Term Rider Conversions Commissionable?
Is with every company I have ever used..Term Rider Conversions Commissionable?
I am curious. What's plan B if she doesn't find the policy? It's gotta feel a little awkward that she remembers to call you after all these years, but can't help her unless....Had a client that I wrote over 11 years ago on a 20 year term that also has a child rider.
They want to convert both.
She is going to find the policy [ I can't remember ] and then I'll know the Carrier.
Look through the bank statements and find who is doing the auto-draft and call up the company with the client on the phone.