What is life insurance twisting? | Patriot Plans
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Life Insurance Basics

What is life insurance twisting?

Life insurance twisting is the illegal practice of inducing a policyholder to lapse, surrender, or convert an existing life insurance policy in order to purchase a new policy, when the replacement is not in the policyholder's best interest. Twisting is prohibited in all states.

Key Points

  • Twisting: illegal practice of inducing unsuitable policy replacement
  • Prohibited in all states
  • Replacement must be in the policyholder's best interest
  • Agent must provide a replacement notice for all replacements
  • Report suspected twisting to your state insurance department