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Liberty Bankers Life

Founded in 1906

Located in Brentwood, TX

Rated A- Excellent by AM Best

eApp Tips:

  • "preCHECK option" - Answer NO

  • Signature - select Voice to Sign

  • Prep the client!  Ask all of the questions on the carrier app before calling in.  You need to make sure they understand the questions so they don't mess up when you call the interview line.  For example: In the past 2 years have you been diagnosed with XYZ?  They will oftentimes say YES even if it was 6 years ago when diagnosed.

CLICK HERE FOR THE LBL EAPP!

Transamerica

Founded in 1904

Located in Cedar Rapids, IA

Over $62 Billion in Assets Under Management

eApp Tips:

  • On left side of the screen - click “IGO EAPP”

  • Next click “Transamerica Senior Markets iGO Eapp

  • Enter login information for iPipeline 

  • Click “Start New Case”

  • Select product 

Important! If you are writing Final Expense, when selecting product type, be sure you select “Final Expense,” NOT the “Whole “Life.” When you do this, the  - this product name is “Solutions Final Expense” 

CLICK HERE FOR THE TRANSAMERICA EAPP!

Foresters

Founded in 1874

Located in Buffalo, NY

Rated A (Excellent) by AM Best

eApp Tips:

  • Click Application then New Application

  • Select Foresters Financial - PlanRight eSignature

  • Do not select TTY

CLICK HERE FOR FORESTER'S EAPP!

Trinity/Family Benefit

Founded in 1955

Located in Tulsa, OK

eApp Tips:

  • eApp + Voice Confirmation - Your client needs to know the exact questions they will ask and what their response is. 

  • You can NOT coach.  Prepare them to simply say YES or NO before the Voice Signature call.

CLICK HERE FOR FBL's eAPP!

CLICK HERE FOR TRINITY's eAPP!

American Home Life

Founded in 1909

Located in Topeka, KS

  • Client must be able to receive email or text message to do passcode signature.

  • Click Quote and Enroll

  • Input client's Zip, DOB, Effective Date and smoker status.

  • Click Patriot Series Tiered Final Expense

  • Click Quote - Then Preferred/Standard/Modified

  • Click "Add to Cart" and proceed to write the app.

CLICK HERE FOR THE AHL EAPP!

GTL

Located in Glenview, IL

  • Text to Sign - they must be able to receive a text.  They will sign their name with their finger on their phone.

  • Click Quote to Submit

  • Make sure to select "Heritage Whole Life"

  • You can select Text to Sign or Verification Call

CLICK HERE FOR GTL's eAPP!

Royal Neighbors of America

Founded in 1895 by a group of 9 women.

Located in Rock Island, IL

1.2 Billion in Assets Under Management

eApp Tips:

  • Beneficiary info only requires First Name, Middle Initial, Last Name, Relationship, Percentage and DOB.  The other fields can be left blank.

  • It will spin at the end when rendering a decision.  You have to refresh the page (even though it says not to).  If it still does not refresh, follow the steps below:

  1. Open up the "eApp" in a separate window.

  2. Click "view my cases".

  3. Click the client you are working on and then it should move forward with that client and decision.

CLICK HERE FOR THE RNA EAPP!

SBLI

Founded in 1907

Located in Woburn, MA

Rated A (Excellent) by AM Best

eApp Tips:

  • On the left sidebar, click FINAL EXPENSE under Useful Links.

  • Will need to Text to Sign or Email to Sign

  • SBLI does not run MIB checks.  They only run RX.

  • SBLI's policies have a funeral concierge program.  This program helps negotiate deals with funeral homes to get them a discount on costs.

CLICK HERE FOR THE SBLI EAPP!

American Amicable/Occidental

Founded in 1910

Located in Waco, TX

Rated A (Excellent) by AM Best

eApp Tips:

  • Click "Mobile Application" and Login

  • Then click New Application

  • If the client gets approved as other than applied for, you can give really good notes at the end of the application.  Oftentimes, this will go in your favor.

CLICK HERE FOR AMAM'S EAPP!

Security National Life

Founded in 1965

Located in Salt Lake City, UT

CLICK HERE FOR SNL's EAPP!

Aetna/CVS

Founded in the 1950's

Located in Franklin, TN

Rated A (Excellent) by AM Best

  • Put basic client info and then select FE

  • Select Face Amount and add any riders

  • Select the Rating

  • Click Quote, then "Add to Cart"

  • Click Start Enrollment

CLICK HERE FOR AETNA/CVS EAPP!

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