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OPTerm 25 Exchange

Tony Neiswander
Case Design Specialist

In the past few weeks, many of you have probably received an email from myself discussing the possibilities of a new sales idea Banner has created. This is a great chance to revisit some past clients and present an opportunity for both them and yourself. Currently Banner is running a trade up program to their 25 year term. Any client that has purchased a Banner term product in the past 48 months is eligible to upgrade with NO additional underwriting. The new term coverage would then be reset for 25 years from the new issue date.

The process is very quick and simple. I have had great response from the people I have helped find cases that are eligible. If you are interested in finding out if any of your clients are eligible or would like to discuss anyone from the list I sent in an e-mail to you, please reach out to me today. I would be happy to help in finding clients and walking you through the process. Below is a flier that outlines the program.

Check out the flyer below for more information:

Click here to download the flyer.




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