Life changes and so do clients’ insurance needs
We’ve enhanced our partial conversion option with Equitable Term Life Insurance
At Equitable®, we understand that as life changes, so do your clients’ insurance needs. That's why we're excited to introduce enhanced flexibility in our partial conversion feature with a term rider carryover.
What’s changed?
1. Partial conversions are available for both term standalone plans and term riders. Previously, partial conversions were limited to term standalone plans only.
2. Clients can choose any term plan for the rider carryover, regardless of the original term plan: T10, T20, T30/65. Previously, the term rider carryover had to match the original term coverage plan type.
As always, the term rider is carried over at the client’s current age, with rates based on the conversion date.
As life evolves, count on Equitable to provide solutions that adapt with your clients.
Learn more
For more information, please consult the Equitable Term Life insurance admin guide.
At Equitable®, we understand that as life changes, so do your clients’ insurance needs. That's why we're excited to introduce enhanced flexibility in our partial conversion feature with a term rider carryover.
What’s changed?
1. Partial conversions are available for both term standalone plans and term riders. Previously, partial conversions were limited to term standalone plans only.
2. Clients can choose any term plan for the rider carryover, regardless of the original term plan: T10, T20, T30/65. Previously, the term rider carryover had to match the original term coverage plan type.
As always, the term rider is carried over at the client’s current age, with rates based on the conversion date.
As life evolves, count on Equitable to provide solutions that adapt with your clients.
Learn more
For more information, please consult the Equitable Term Life insurance admin guide.