Term Conversion / Exchange Programs

  • Term Conversion Overview Side by Side Comparison

  • AIG Term Conversion Overview 2019

  • AIG Term Conversion Process Guide 2019

  • AXA CONVERSION Memo Updated October 2019

  • Banner / Legal & General OP25 Exchange Program

    This program allows for Guaranteed Exchange from an existing Banner Term Policy: MICROSITE for PROGRAM

  • OP25 Guaranteed Term Exchange Promotional Flyer

  • OP25 Term Exchange Flyer Program Details

  • OP25 Guarantee Term Exchange FORM

  • OP25 Admin Requirements for Exchange

  • Submit cases to ashley@hancockbrokerage.net

  • Global Atlantic Guarantee Exchange Program (formerly AVIVA)

    Guardian Term Exchange Program

  • Term Exchange Flyer

  • Term Exchange Program

  • Term Exchange Spec Sheet

  • John Hancock Guide to Term Conversions May 2019

  • Lincoln Financial Conversion

  • Lincoln Term Conversion Product Matrix

    Updated 12.19.2016- as of 3.12.2019 still current

  • Lincoln Term Conversion Guidelines

    Updated  12.19.21-6 – as of 3.12.2019 still current

  • Nationwide TERM to PERMANENT Program

    August 2016

  • Pacific Life

    Conversion UL

  • Transamerica

    Conversion Tips

  • VOYA

    Conversion Information sheet

  • VOYA

    Term Conversion Rules

  • VOYA

    Conversion Forms NOW simpler and shorter June,1 2019

  • United of Omaha- A Mutual of Omaha Company