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Are
You Looking for ways to continue doing your life business remotely? |
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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.
FE
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.
Current Rates
March 16 - 31
Be well, stay safe and THANKS for your business & ongoing
commitment to American National.
__________________________________________________________________
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Jeff Moore,
CEBS, CLU, ChFC National Sales
Manager – National Accounts, Independent Marketing Group 1-800-459-0542
(Office) / 1-503-545-6324 (Cell) |
GA+
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Company, headquartered in Galveston, Texas, and its subsidiaries. Each company
has financial responsibility only for its own products and services. American
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is conducted by New York licensed subsidiaries. For more information, go to www.americannational.com.
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