LIFE
Allianz
Allianz Virtual Sales Guide
Americo
Virtual Sales approval confirmed by carrier.
Video Conferencing Policy
Fidelity Life
Video Sales Policy
Great American
Virtual Sales approval confirmed by carrier.
Virtual Sales Guide
Mass Mutual
Accelepath Checklist
Coverpath Eligible Products (as of March 1st 2020)
EZ APP Guide for Life & Disability Income Insurance
Navigating Uncertainty Guide
New Business Underwriting – FAQ
Sagicor Life
Accelwriting Process Brochure
Advertising Review Cover Sheet
Advertising Review & Approval Process Guidelines
Marketing Review & Approval Process Workflow Chart
Marketing Material Review Process (Independent Producers/Agencies)
ANNUITY
American Equity
Carrier has no policy prohibiting virtual sales
Athene
Virtual sales approval confirmed by carrier
Equitrust
Remote Application Disclosure
Remote Application Policy. p.11
Great American
Virtual Sales approval confirmed by carrier.
Virtual Sales Guide
Lincoln Financial
Virtual Annuity Guidelines
North American
Annuity Virtual Sales flyer