How eligible clients can convert group term into permanent coverage with top carriers.
Quick Heads-Up for Your Military Clients
Many armed forces clients with group term life insurance (SGLI, FSGLI, or VGLI) may be eligible to convert that coverage to permanent life insurance—without medical underwriting.
We can support conversions with two A+ rated carriers: MassMutual and Prudential.MassMutual has confirmed that 20-Pay Whole Life is an approved conversion option.
📄 Before reaching out to clients, we recommend a quick review of the program details:
Conversion rules & timelines
Eligible coverage amounts
Participating carriers
See the attached conversion guide and the MassMutual program overview .
Join us for The Retirement Climb: Leveraging Life Insurance in Every Phase of Planning with Brett Berg, Vice President, Advanced Planning to discover insights that can transform how you approach retirement planning with clients.
You’ll learn:
How life insurance can play a role in every phase of retirement planning—from accumulation to decumulation
The importance of holistic planning as a means to prepare clients for the unexpected during retirement
How flexibility can help lead to better retirement outcomes for clients
Unlock Faster Case Flow and Higher Output with Vive
Say goodbye to long delays, missing paperwork, and stacks of forms.
With Vive, you can now:
✅ Quote, compare & submit an order in just 5 minutes — no delays.
✅ Get underwriting decisions in days instead of weeks with Accelerated Underwriting✅ Keep up to speed with real-time case status updates, all carriers in one dashboard.
Ready to elevate your your game?Log in via your TA Partner account to activate Vive and start experiencing faster underwriting, smarter quoting and streamlined case management.
Let us know if you have questions—we’re here to help!
AI-Phishing
AI-Powered Phishing Attacks Are Getting Harder to Spot
Phishing scams aren’t what they used to be. Thanks to generative AI, today’s phishing emails are polished, personalized, and often indistinguishable from legitimate business messages.
In our latest article, we break down:
How AI-powered phishing attacks actually work
Why traditional “red flags” no longer apply
What employees and employers can do to reduce risk
If you think phishing is still just bad grammar and sketchy links, this is a must-read.
👉 Read the full article to learn how AI is changing phishing—and how to stay protected.
