T10 term life insurance can now be converted to Pick-A-Term T20 or T30 up to 7 years after policy issue!
This extension gives your clients two additional years, with no medical evidence, to adjust their coverage as their needs evolve.
Don’t miss this golden opportunity to contact qualifying clients, show the value of your role as an advisor and generate sales.
Have you received a new list of sales opportunities? 📩
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Sign in to your secure messaging in the Advisor Centre.
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Reach out to your clients by phone, text or email.
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Convert the coverage online in just a few minutes.
T10 term to Pick-A-Term conversions are now handled entirely online in the Advisor Centre! This makes it possible to:
- Simplify the entry of required fields;
- Significantly reduce the risk of errors;
- Eliminate back-and-forth with administrative teams.
How do you convert a T10 to a Pick-A-Term T20 or T30 online?
- Log in to your Advisor Centre.
- Click on the My Clients tab.
- Enter your client’s policy number.
- Click on the Coverages tab.
- Click Modify contract in the top‑right corner and follow the steps.
Refer to the digital guide to learn more about this fast and efficient new process.
We’re taking action too 💪
In the coming days, we will be sending a communication to clients who:
Questions?
Contact your sales management team or email us.
Best of luck!
Note: The premiums shown in the sales opportunity lists are provided for information purposes only and include policy fees. You are still responsible for assessing your clients’ needs.
