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The Achievement Group
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In case you have not heard, in the race to the bottom for term rates, the ever watchful actuaries are concerned about mortality and pricing.  Don't be surprised if the inexpensive(cheap) term sold or serviced by you only allows conversion to the Carriers’ higher priced products.

Many clients will want to convert and will appreciate having a good to great product as opposed to a more costly one.

What should you do? … Be in the know and look for conversion opportunities. Don’t wait, many term plans are aging out of the conversion period.

We’ve developed a guide to the Carriers current provisions—Click Here. This is ever evolving and subject to change at any time. Code on the chart for the Carriers that allow Conversion to their “top drawer”  products is “Convert Into – All Permanent Products”

- Here’s the latest change, Genworth announces new conversion rules/products – Click Here
Side notes-- 
 
- TAG Partners website makes quoting easy. Did you know you can quote different durations of straight term/non med term/ROP and No Lapse UL products all on one spreadsheet?

The TAG team loves to run quotes and recommend the Carriers with the highest likelihood for underwriting results and favorable conversion provisions. The website is easy, by the time you ask us you could have run it yourself. The new online rate classifier is a great way to help figure out rate class eligibility.

We’re “preaching to the choir” when we relate the biggest impediment to placed business is an overpromised rate class quote.  Rates are so low anyway...Underpromise and Overdeliver!

Go to www.tagpartners.org get registered/Quote/Show and Sell

Fact: TAG facilitates numerous conversions every year. Unexpected Factoid… agents are usually converting other agents term= Opportunity on all your take over accounts


Serious about Life Insurance and your Success-- 

The Achievement Group

Annuity Rates
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Home of the 3%


The Achievement Group (TAG)
4515 Fleur Drive, Suite 200
Des Moines, Iowa 50321
866-845-5292
 
TAG focuses on enhancing your Return On Effort (ROE) via a trusted relationship. Value through actionable ideas, product selection and personal focus, which include:

-Large premium case and advanced markets expertise
-CE and Training for referral building, business planning, processes which provide winning results and concepts to keep you growing
-Responsive, accountable and accurate follow through - for reliable results. Policy review and underwriting analysis to help you secure larger accounts
-Full service DI, LTC and asset-based hybrid plans

If you have questions, need quotes, forms, or marketing materials 
please call our office at: 1-866-845-5292

or send us an
email

Follow Tag on LinkedIn

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Copyright © 2014 The Achievement Group, All rights reserved.
"BIG enough to play and small enough to care."
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The Achievement Group
4515 Fleur Drive, Suite 200
Des Moines, IA 50321

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The Achievement Group · 4515 Fleur Drive, Suite 200 · Des Moines, IA 50321 · USA