If you’re looking to transfer your existing permanent life insurance policy with cash value from another company to ours, here’s how we can make it happen:

1. Step 1: Review Your Current Policy: Let’s take a look at your current policy to understand its details, including cash value, coverage, and any benefits it offers.
2. Step 2: Explore Your Options: We’ll discuss the options we offer and find one that aligns with your needs and goals. The most important goal is to see if what we offer is better than the one you currently have.
3. Step 3: Apply for the FULL Living benefit policy: Once you’ve chosen an option, we’ll help you fill out the necessary paperwork and go through the simple application process.
4. Step 4: Get Approval: Our preferred partners’ underwriting team will review your application, and once approved, we’ll move forward with the rollover.
5. Step 5: Coordinate the Rollover: We’ll work with your current insurance company to transfer your policy and its cash value to ours. You will NOT have to contact the agent or company yourself, we will handle everything for you!
6. Step 6: Confirm the Transfer: Once everything is in place, we’ll review the details with you once more time and finalize the transfer.
7. Step 7: Manage Your New Policy: After the transfer, we’ll assist you with downloading client app and be here to support you with any updates or questions about your new policy.

If you are curious to explore about the options or just to understand more about your current policy, let’s talk!