Term life insurance conversion offers a significant opportunity to enhance value to clients while strengthening advisory relationships. By transitioning a term life insurance policy into a permanent one, clients gain access to lifelong coverage and additional planning benefits without the need for new medical underwriting.
Our latest Tenzing Maps infographic highlights how we collaborate with professionals in legal, tax, and wealth management fields to enhance client outcomes, help preserve family legacies and provide liquidity for estate tax obligations.
When is term conversion a good option for clients? Our latest Tenzing Maps infographic explores client suitability, highlighting both ideal scenarios and potential limitations for term conversion as a strategic option for clients.
Have you met Ken Knox yet? We’re excited to introduce Ken, President & Founder of Tenzing Insurance Strategies, in the first video of our Meet the Team series! Ken’s deep experience in life insurance is central to providing clients guidance and support to plan for their financial goals.
Life insurance goes far beyond traditional estate planning or income replacement. From tax-deferred investing to business continuity, it’s one of the most versatile tools in financial planning.
In our latest Tenzing Talks video, we detail the process and advantages of term conversion for clients’ holistic planning goals.
Insurers’ exposures to recently failed banks are modest, according to an analysis by Fitch Ratings. In addition, the ratings agency noted differences between insurers and banks from a risk perspective.