COVID-19 RESPONSE- Non F2F Carriers
Stay-at-home orders issued by local governments and area-wide lockdowns have brought face-to-face final expense sales to a halt. While there are still plenty of interested buyers, we must make sure that we have the applicable products that can be written remotely, without having to see the client face-to-face.
TeleSales Carriers With Voice Signature
Security National Life
-New Simple Security TeleSales Application (E-App with Voice Signature)
-SNL TeleSales Process -E-App with Voice Signature thru SNL Home Office
-OR-
-SNL TeleSales Process -Voice App thru Apptical (Instant Decision)
American Amicable / Occidental Life
-Golden Solution; E-App with Agent Guided Voice Signature Recording
Royal Neighbors
-Final Expense Voice Application
-RNA Phone Disclosure (MUST be E-Mailed/texted to client before doing the voice application)
-Royal Neighbors Product Changes due to COVID-19 (effective 4/25/2020)
Prosperity Life
-New Vista E-App (Voice Signature through Apptical)
-Prosperity/Apptical Voice Signature Training
-Prosperity COVID-19 Statement and Resources
-Prosperity Electronic Disclosures (Not Required, but saves time on the phone interview if emailed/texted to client beforehand)
Americo Financial Life
-Americo Eagle- Voice application process