We Make Things Easy

April 30, 2020
We Make Things Easy

We’ve taken steps to ensure that doing business with us is easy. See how we can help you and your clients complete the process quickly, easily and securely.

Complete, Sign, Submit

We’ll welcome photocopies of:

  • New business applications and supplemental forms
  • 1035 exchange requests and IRA transfers (assuming the other carrier will accept copies)
  • Withdrawal and distribution requests
  • Death claim processing forms
  • Policy administration forms such as address change and beneficiary change requests

We’ll accept these electronic signatures:

  • Photograph of the forms complete with your client’s signature
  • Photocopy or photograph of the client’s state-issued ID included with the unsigned required forms
  • E-Signatures for new business applications from approved vendors
    • Allows you and your clients to complete and sign a downloadable PDF application electronically
    • Contact our Sales Team for information

We’ll take paperwork submissions through email:

Speed Up the Sale

We’re temporarily waiving the requirement that a power of attorney affidavit must be notarized. We still require a signature for the Agent/Attorney in Fact. We’ll enforce all state-required execution formalities on the POA document itself.

Faster Delivery

We’ll email a copy of the new business contract to you and your client. Remember to include email addresses for both you and your client on the application.

Our Commitment to You

Our annuity teams are here to support you and continue to provide the best possible experience for our customers.

Contact our Sales Team at 800.378.4578 or our Customer Service Team at 800.247.6888

Use This Sales Idea - For Producer Use Only

Download this flyers and follow these easy steps.


We Make Things Easy

 

Annuities are not (a) insured by the FDIC or any federal government agency, (b) deposits of or guaranteed by any bank or credit union and (c) a provision or condition of any bank or credit union activity. Some annuities are subject to investment risk and may lose value. A surrender charge may apply during the surrender period, and a 10% penalty may apply to withdrawals prior to age 59½.

 

Category: 
Sales Ideas