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Learn How to Complete, Sign & Submit Annuity Apps … Virtually

August 25, 2021 @ 10:30 AM - 11:00 AM

W & S Financial Group Distributors

Update your process to stay productive in a remote environment.

This 30-minute webinar demonstration shows you screen-by-screen how to submit business easily and accurately with:

  • Intuitive input fields
  • Pre-fill of additional forms (no-keying!)
  • Prompts and stops to help head off NIGOs
  • Faster processing
  • eApp tips, support, and more!
  • Anytime access (24/7) from your laptop, tablet or smartphone

Now collect client signatures by email as well. The bottom line: Do business efficiently — from prospecting to placement — without anyone having to leave their home or office.

 

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