Easy Life (term & Whole) Carrier for Telephone Sale

[CALTCAgent]

Who is an easy carrier for a telephone sale?

Prefer minimal paperwork/signatures to gather and health info to collect.

Does this exist?

Genworth was mentioned to me as having something like this. Although I have not looked into them.

Thanks!

 

[goillini52]

Who is an easy carrier for a telephone sale?

Prefer minimal paperwork/signatures to gather and health info to collect.

Does this exist?

Genworth was mentioned to me as having something like this. Although I have not looked into them.

Thanks!

Equitable for FE ..................

 

[liorselamb]

Equitable for FE ..................

I believe equitable allows for express phone app for all if their products including STC and Supp

 

[goillini52]

I believe equitable allows for express phone app for all if their products including STC and Supp

Yes they do the phone app on the STC and Med Supp, but he was asking about term and whole life so I didn't mention that.

 

[Tahoe Ray]

Who is an easy carrier for a telephone sale?

Prefer minimal paperwork/signatures to gather and health info to collect.

Does this exist?

Genworth was mentioned to me as having something like this. Although I have not looked into them.

Thanks!

If you're looking for fully underwritten products in CA, SBLI is normally pretty competitive and an app can be completed very quickly (no part 2) over the phone.

 

[CALTCAgent]

If you're looking for fully underwritten products in CA, SBLI is normally pretty competitive and an app can be completed very quickly (no part 2) over the phone.

Are there just a few signatures that can be acquired by mail, fax, or e-mail?

Thanks!

 

[Tahoe Ray]

Are there just a few signatures that can be acquired by mail, fax, or e-mail?

Thanks!

Under 65 and non-replacement, then just the app, HIPAA, and HIV. Maybe an ADB or hypo disclosure but not anything out of the ordinary...

I obtain signatures through all of the above.

 

[mcleanbr]

Lots of companies for term. Banner Genworth Am General and many more

 

[Stephen]

For term there is no reason to go anywhere other than www.ezlifesales.com.

 

[scagnt83]

Who is an easy carrier for a telephone sale?

Prefer minimal paperwork/signatures to gather and health info to collect.

Does this exist?

Genworth was mentioned to me as having something like this. Although I have not looked into them.

Thanks!

EZlife is what you need. They offer an online/email quoting/app/sig system.

They offer Banner, Genworth, sbli, lfg, protective, pru, met, MoO, Trans, ING AG, and Im sure a couple others that Ive left out.

Honestly, there is no good reason to do separate quotes when you can use their system.

Here is an example of the quoting system (this is the quick quote, they have another that asks some health questions and pre-underwrites to show appropriate prices):
https://www.ezlifesales.com/beginclq.do?key=A47C20D61CE37F7E97DD47DC292F09E9


This method is by far the easiest way to sell term. It is paperless, quick, and it offers full backroom support, from calling to get health questions answered, to scheduling the paramed, to checking on aps reports, to calling the client to let them know that they were emailed the delivery papers and to esign them. You literally just have to make the sale.