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Life Markets |
Financial services has historically been an
in-person business, but due to the COVID-19 outbreak we all need
to adapt to other methods. Technology can help, whether you are
conducting new business or are working with a current
client.
- FLX
eApp
allows you to enter and submit applications online, even
when you and the client aren’t in the same physical
location. Using software that guides you through the
requirements ensures you gather all necessary information
from the client. With the embedded electronic signature
functionality (DocuSign) a client can apply and sign for
coverage from anywhere there is internet connectivity.
If you are gathering a signature via email, choose that
option within eApp and fill out the information for the
agent and the client. (See attached for direction
on eSignature. If you need more information on the eApp
process, use the link below.) The client will receive an
email from DocuSign containing a URL that will take them to
the document to sign. Make your client aware the link
expires in a few days.
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- FLXelerate, our accelerated
underwriting program on Ameritas FLX Term and Index
Universal Life products allows eligible clients ages 18 to
60 to get $300,001 to $1,000,000 of coverage without a
paramed. A full list of eligibility criteria can be found in
our Underwriting Guide
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- Our
Non Med
program allows qualifying clients through age 70 to get up
to $300,000 of coverage without a paramed exam, which means
clients don’t need to leave their home for labs or exams.
For more details, review our Underwriting Guide.
Now is a great time to proactively reach out to your clients by
phone or email to help deepen relationships, reaffirm the steps
they have taken in working with you and address their concerns.
Utilizing a video screen sharing technology like GoToMeeting or Zoom
can help you overcome not being able to meet in person.
We are here to help you win. Don’t hesitate to call us for help
on any of these tips and tools, or product information.
800-390-2361
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In approved states, Ameritas FLX Living
Benefits Index Universal Life insurance (form 3020) and
Ameritas FLX Living Benefits Term (form 3019) are issued by
Ameritas Life Insurance Corp. Policy and riders may vary
and may not be available in all states.
This information is provided by Ameritas®,
which is a marketing name for subsidiaries of Ameritas
Mutual Holding Company, including, but not limited to:
Ameritas Life Insurance Corp., 5900 O Street, Lincoln,
Nebraska 68510 and Ameritas Life Insurance Corp. of New
York, (licensed in New York) 1350 Broadway, Suite 2201, New
York, New York 10018. Each company is solely responsible
for its own financial condition and contractual
obligations. For more information about Ameritas® ,
visit ameritas.com.
Ameritas® and the
bison design are registered service marks of Ameritas Life
Insurance Corp. Fulfilling life® is a registered service
mark of affiliate Ameritas Holding Company.
© 2020 Ameritas Mutual Holding Company
For financial professional use only. Not for use with
clients.
DST2815ADEM 4-20
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