You've met with your client and agreed to satisfy a need using life insurance. Now it's time to locate, print and complete the life insurance application. You have to locate the correct forms, complete what could be sixty pages or more, and get the client signatures, just to get started.
Or... you could just use the single page LifeEaseTM Application Request Form.
Which sounds better to you?
The fastest, easiest way to complete the paperwork
for a Life Insurance sale.
LifeEaseTM will allow you to:
Use the same one-page form, for any carrier, in any state, and form
any life insurance product (Term,Universal Life,Whole Life).
The LifeEaseTM simple one-step advisor process:
1. All you do is complete the simple one page application request form, the
either scan,fax or mail back to us. No signatures required .That's it!
2. Upon receipt, Advisor Choice's in house fulfillment team will contact your client,
at a time and date you specify to complete the full application and other
required forms.
3. We'll then schedule the exam at a time convenient for your client. We'll collect
the client signatures at the insurance exam.
4. We'll then manage the case, advocating for the best possible offer on your
client's behalf.
5. Upon receipt of the policy, Advisor's Choice will either send it to you or to your
client at your direction.
6. You'll get paid a very competitive rate!
Get OUT of the paperwork business and get back to working with your clients.
Call Your Advisor's Choice marketing team at (855) 437-1090, ext 1, to start
using LifeEaseTM today!