Carriers Installed with igo

Transcription

1 s Installed with igo Products 2 AAA S SPDA Hosted on site (not by ipipeline). Manual Underwriting + XML (for Exam One). Submissions for all Signature Methods. Disconnected with Synchronization ( and igo). I AGLA X e-app is not available in MT, NY, WY. e-signature (ClickWrap and to ) is not availble if Agent is Primary Insured. ClickWrap is not available if No ical Exam Order and No to Oral fluid. ANICO X e-app not available in NY. are not available in MT. Assurity CI DI X X Not all products and signature methods available in NY. AXA Equitable V Medicare Supplement Bankers Life Senior Life Short Care X X Critical Benefit

2 2 Banner Life App Assist X X X Only the agent may e-sign. No client e-sign is required for Call Center Assist. Columbus Life I X X If a is submitted, only electronic signature is available as a signature method. Erie Tele App SPDA FA Farm Bureau Life X X X X SPIA Genworth ilqr X GenGuard products are not available. Not available in NY. Ticket requires special setup with carrier. For setup contact support@ipipeline.com. The Hartford V ING ipipeline ING App Express e-sign is not available when more than one trustee s signature is required. Ticket requires special setup with carrier. For setup contact support@ipipeline.com. John Hancock I includes a survivorship product. : No e-signature available in FL, IL, MT, NY. Survivor: No e-signature available in FL, IL, MT, NY.

3 2 Lafayette Life Lincoln Benefit Life X X X X No illustration required for products. Lincoln Financial Group V Products may not be available in all states. SV MetLife VL Express Order Ticket X X e-sign is not available: When there are multiple owners of the policy. When the primary insured is less than 18 years old. Minnesota Life States where ML products are net yet currently available: MT & NY. Whole Monumental Cancer Excess Int Whole Accident Monumental Final Expense Whole X X X All states available.

4 2 Mutual of Omaha/United of Omaha Speed e-ticket e-app is not available in NY. e-sign is not available if: the client is doing a monthly bank withdrawal (BSP or Bank Service Plan in UPP verbiage); the payor is someone other than the Insured or the owner; if the state is CA and the primary or other insured is aged 64 or older and has a spouse. Print and wet sign is not available if credit card was selected as first premium payment. Voice signature is only available for direct marketers. 403b National Life Group Fixed & Variable SPDA National Western Life X X includes mortgage term product. e-app is not available in NY. Nationwide OneAmerica LTC FIA FPA SPIA LTCA Products not sold in NY. e-app not available in MA for any products. : (no State restrictions) for, Whole Life and Immediate Annuity.

5 2 Pacific Life V I X X X x X e-sign and e-submit available for call center assist. Principal Financial Group X e-sign is not available in NY and FL. e-signature is not permitted for Trust Ownership if no trustee has sole authority. Please print and wet sign this application upon completion. If payments are monthly and EFT Account Holder is Other, e-signature will not be available for application. Protective Life/ Alternative to TeleLife X X X X Drop ticket is not available in NY. Prudential V Pru Express X X X e-sign is not available: On Prudential s portal. When the initial payment is by cash or check (TIAA). When the Premium Payor is not the Proposed Insured/ Owner. When there are multiple owners of the policy. When the Primary Insured is a minor (less than 15 years of age). If the Owner is a Trustee, Corporate Estate or Institution. Note: 1035 Form not available in this package. Ticket requires special setup with carrier. For setup contact support@ipipeline.com. Southern Farm Bureau Life X X X X

6 2 V FA TIAA-CREF Survivorship SPIA Survivorship Transamerica X X X X e-app is not available in Puerto Rico, NH, NY. e-sign is not available: If going through Transamerica s Web Site. When the initial payment is by cash or check (TIAA). When the answer is, Yes, to Is the applicationbeing signed by a legal guardian, power of attorney or person authorized to act on behalf of minor children? question on the Representations screen. When the Primary Insured is a minor (less than 15 years of age). If the Proposed Insured or the Owner s SNN or TIN is not captured. 222 Valley Creek Boulevard, Suite 300, Exton PA Phone: (800) adoption@ipipeline.com Web Site: