Uploaded: Tuesday, March 1, 2011
You're sitting beside your client going over the fine points of some product recommendations; two seg funds, one life policy and an LTC policy. All the forms are filled out. They've been sent to the carrier, gone over by underwriting and compliance has given the nod. The client affixes a signature, gives you a payment, and the transactions are complete.
Fine, let's add a wrinkle. Everything, from initial conversation about client needs to placement and delivery of the policies and funds, took place in 20 minutes - on the GO Train between Oakville and Union Station, and on a device that makes an iPad look retro.
Download this article to learn how the movement from paper-based to non-paper based processes and new technologies are changing the way that insurance advisors work.
