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IA Tip of The Week April 2024 Month-End

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20 views

IA Tip of The Week April 2024 Month-End

Uploaded by

xiloj36866
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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iA Tip of The Week

April Month-End Cut-off


Tools View all tools

Did you know?


That 60% of all applications received from WFG advisors are auto-approved?

Financial Calculators
In order to receive 40% points, EVO Applications must be fully transmitted with initial premium before
Premium Calculators
9 PM EST on Tuesday April 30th, 2024.

In order to receive 100% points, the application must be submitted by April 30th, 2024 by 9 PM EST and be Useful Links
settled/inforce by the next morning. Delivery requirements for already approved policies, must be submitted
by 2pm EST on Friday, Tuesday April 30th, 2024.
For delivery and settling requirements, please consult Business Tracker or email [email protected].

• Approval at the time of application in as little as 5 minutes* resulting in 100% points released
for month-end
• An intuitive, adapted sales experience
• E-Signature integrated into EVO
• Available for all products
• Make changes to an inforce policy

*For clients who are age 50 and younger with no medical or family history; up to $2 Million of Life Insurance coverage and $250K for Critical Illness

Big enough to matter…Small enough to care

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