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By electing E-Delivery for new annuity purchases, your clients can now choose the secure and automated electronic delivery process.

 

E-Delivery is the quickest way to deliver annuity contracts to your clients. Mailing paperwork through the U.S. Postal Service is still an option, but mail delivery may take 7 to 10 business days for a contract to arrive by mail.

 

Elect E-Delivery simply by including the Electronic Transactions and Disclosure form (ET-ELEDISC), available both on AppBuilder and E-App. You can elect E-Delivery with paper applications – not just E-App.

 

Benefits for Your Clients, and You

E-Delivery provides your clients fast delivery of contracts that they can easily review and sign. E-Delivery provides you the assurance that your client has reviewed and signed all required documents in a timely manner.

 

Discover the Advantages of E-Delivery

• Provides a secure, modernized and digital delivery experience
• Eliminates the need to “chase” delivery requirements
• Increases placement rates and client retention
• Reduces time and costs associated with manual printing and mailing

• Monitors delivery and receipt progress for a complete auditable trail

• Decreases delivery process time from weeks to hours

Not Available in Some States

E-Delivery is currently not available in these states: Alabama, California, Colorado, Florida, Iowa, Maine, Missouri, New Hampshire, Ohio, Rhode Island, Utah and West Virginia. We will alert you if and when E-Delivery is made available in these states.

 

E-Delivery Educational Resources

Agent User Guide

FAQ

 

Click the links above, or find them at the Education tab/Training Guides on the Agent Gateway Website.

Products distributed by EquiTrust Insurance Marketing Services; in California doing business as EQT Insurance Marketing Services. EquiTrust.com.