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Liberty Bankers Life
Founded in 1906
Located in Brentwood, TX
Rated A- Excellent by AM Best
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eApp Tips:
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"preCHECK option" - Answer NO
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Signature - select Voice to Sign
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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.
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Transamerica
Founded in 1904
Located in Cedar Rapids, IA
Over $62 Billion in Assets Under Management
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eApp Tips:
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On left side of the screen - click “IGO EAPP”
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Next click “Transamerica Senior Markets iGO Eapp
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Enter login information for iPipeline
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Click “Start New Case”
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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”
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Foresters
Founded in 1874
Located in Buffalo, NY
Rated A (Excellent) by AM Best
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eApp Tips:
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Click Application then New Application
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Select Foresters Financial - PlanRight eSignature
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Do not select TTY
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Trinity/Family Benefit
Founded in 1955
Located in Tulsa, OK
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eApp Tips:
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eApp + Voice Confirmation - Your client needs to know the exact questions they will ask and what their response is.
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You can NOT coach. Prepare them to simply say YES or NO before the Voice Signature call.
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CLICK HERE FOR TRINITY's eAPP!
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American Home Life
Founded in 1909
Located in Topeka, KS
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Client must be able to receive email or text message to do passcode signature.
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Click Quote and Enroll
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Input client's Zip, DOB, Effective Date and smoker status.
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Click Patriot Series Tiered Final Expense
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Click Quote - Then Preferred/Standard/Modified
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Click "Add to Cart" and proceed to write the app.
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GTL
Located in Glenview, IL
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Text to Sign - they must be able to receive a text. They will sign their name with their finger on their phone.
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Click Quote to Submit
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Make sure to select "Heritage Whole Life"
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You can select Text to Sign or Verification Call
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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
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eApp Tips:
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Beneficiary info only requires First Name, Middle Initial, Last Name, Relationship, Percentage and DOB. The other fields can be left blank.
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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:
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Open up the "eApp" in a separate window.
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Click "view my cases".
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Click the client you are working on and then it should move forward with that client and decision.
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SBLI
Founded in 1907
Located in Woburn, MA
Rated A (Excellent) by AM Best
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eApp Tips:
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On the left sidebar, click FINAL EXPENSE under Useful Links.
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Will need to Text to Sign or Email to Sign
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SBLI does not run MIB checks. They only run RX.
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SBLI's policies have a funeral concierge program. This program helps negotiate deals with funeral homes to get them a discount on costs.
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American Amicable/Occidental
Founded in 1910
Located in Waco, TX
Rated A (Excellent) by AM Best
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eApp Tips:
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Click "Mobile Application" and Login
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Then click New Application
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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.
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Security National Life
Founded in 1965
Located in Salt Lake City, UT
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Aetna/CVS
Founded in the 1950's
Located in Franklin, TN
Rated A (Excellent) by AM Best​
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Put basic client info and then select FE
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Select Face Amount and add any riders
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Select the Rating
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Click Quote, then "Add to Cart"
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Click Start Enrollment
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