Video Summary
Banner Life is a leader in the competitive term market and one of the easiest to do business with! In this webinar, Kristin Weldon, Vice President of Banner, shares information about their term solution and takes a peek at their new Term-2-Term Exchange Program.
Timestamps
(1:42) Updates
Retention limit, statistics, advisor hub, partner dashboard, OP Term products
(9:06) Term-2-Term Exchange Program
Overview, eligibility, forms, flyers, client letter
(16:23) Policies
Policy status, finding eligible policies
(21:43) FAQs
Frequently asked questions
(25:28) Website
Navigating the website
(27:47) Q&A
Agents ask questions
