The days of chasing paperwork and signatures are over. In one fell swoop, our new online planning tool helps you walk clients through the critical risks in retirement, while capturing their data and analyzing needs.
A tablet or laptop and internet access are all you need to ensure in good order completion of applications. The E-App automatically populates necessary information fields, gathers all essential forms and can even capture the client’s signature. The time and headache you’ll save means more time for additional business opportunities and less time pushing paper!
Fill out, process and transfer apps all with a single tablet or laptop.
50% of the app complete as you explain the product.
E-App ensures you complete each field on all necessary forms. IGO apps = faster issue and speedier commissions!
No more faxes or chasing down signatures.