In light of the current environment, we recognize that it might be difficult for advisors to meet with their clients and conduct business. As such, we wanted to remind you of some helpful resources we have at North American to help both the client and advisor proceed with coverage.
- Client Application Checklist – This form allows the advisor to obtain some brief information from the client to complete an E-App
- Simple Submit – North American’s E-app allows the advisor to fill out an application, order a paramedical exam, obtain an electronic signature and submit the application electronically. In addition, any required leave-behind forms will be conveniently emailed to the client. Click Here to Register or to Submit Business.
- WriteAway/Online Part 2 – For those policies where the age and face amount are eligible, they will be put through our Accelerated Underwriting program to see if they qualify. Clients now have the ability to complete the lifestyle and medical questions online, making it more convenient. Currently over 44% of those eligible are being approved via Accelerated Underwriting, saving not only time but the need for labs as well. (Not approved in CA) View How It Works Website HERE.
- E-Signature – we accept Docusign and RightSignature for all documents except the 1035 surrender form.
Please email us at: [email protected] for more information!
[fivo_docs ids=”2707″]
- March 19, 2020
- Scott Karstens
- Carrier News, Life Insurance
Looking for Something?
NFG Brokerage
We are a National Brokerage General Agency helping our Distribution Partners achieve great results.
Request a free quote
Our Team is ready to help. Click the button below and be sure to include the details of your quote...we will be back with you As Soon As Possible.
More from our blog
See all posts
After December 29, only Protection Term '23 and Vitality Term '23 will…
Corebridge is now delivering instant decision on iPipeline SimpliNow Choice platform with the existing, fully…
Watch for the following: Allianz 360SM Annuity and 360 Benefit rider Lifetime withdrawal…
Effective October 30, 2023, QoL Flex Term is repriced in all states…
Undocumented workers living in the U.S. for 10+ years may now be…
North American premium limits, which apply to lump sums, 1035 exchanges, ongoing…
FIA Rates Increase - Effective Oct. 23, 2023 Click Here to download…
Effective Oct. 17, 2023 - MYGA Rates Increase New Business Guidelines: The…