You Looking for ways to continue doing your life business remotely?
In these trying times, American National wants you to know that we will continue to do whatever we can to support you and in so doing, make it easier to do business. With our ExpertApp, you don’t even need to physically meet with your client to take the application. On the USA Patriot Act Form (#4439), you simply indicate that you did not see the client; that is acceptable. Do your life business totally electronic with ANICO and experience no disruptions.
Life Application: ExpertApp
We even extend this to paper applications, which can then be ExpertScanned (uploaded) directly to ANICO’s Life or Annuity New Business Dept.
Paper Applications: Life or Annuity
Basically, All the same applies. The disclaimer on the paper application seems more stern. As long as an acceptable form of identification is provided, we do not require the agent to have verified the information.
We will take the business. If the identity of the client cannot be verified, we have the right to ask for verification or cancel the application.
If you are doing paper forms, as is the case with annuity business, we accept all paper correspondence signed with DocuSign. This includes applications, NIA's and pending business requirements.
Be well, stay safe and THANKS for your business & ongoing commitment to American National.
Jeff Moore, CEBS, CLU, ChFC
National Sales Manager – National Accounts, Independent Marketing Group
1-800-459-0542 (Office) / 1-503-545-6324 (Cell)
American National is the brand name for American National Insurance
Company, headquartered in Galveston, Texas, and its subsidiaries. Each company
has financial responsibility only for its own products and services. American
National Insurance Company is not licensed in New York. In New York, business
is conducted by New York licensed subsidiaries. For more information, go to www.americannational.com.
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