COVID-19 RESPONSE- Non F2F Carriers

Stay-at-home orders issued by local governments and area-wide lockdowns have brought face-to-face final expense sales to a halt.  While there are still plenty of interested buyers, we must make sure that we have the applicable products that can be written remotely, without having to see the client face-to-face.

TeleSales Carriers With Voice Signature

Security National Life

-New Simple Security TeleSales Application (E-App with Voice Signature)

-SNL TeleSales Process -E-App with Voice Signature thru SNL Home Office


-SNL TeleSales Process -Voice App thru Apptical (Instant Decision)

American Amicable / Occidental Life

-Golden Solution; E-App with Agent Guided Voice Signature Recording

-Voice Signature Process

Royal Neighbors

-Final Expense Voice Application

-RNA Agent Worksheet

-RNA Phone Disclosure (MUST be E-Mailed/texted to client before doing the voice application)

-Royal Neighbors Product Changes due to COVID-19 (effective 4/25/2020)

Prosperity Life

-New Vista E-App (Voice Signature through Apptical)

-Prosperity/Apptical Voice Signature Training

-Prosperity COVID-19 Statement and Resources

-Prosperity Electronic Disclosures (Not Required, but saves time on the phone interview if emailed/texted to client  beforehand)

Americo Financial Life