Effective now, enhanced eApp now includes GIAs!

We are excited to announce the launch of our enhanced eApp, which now features our GIA investment product! 

The enhanced eApp closely mirrors the existing eApp, ensuring a seamless transition with minimal learning curve as the application process remains the same. Our commitment to simplifying insurance processes is a significant stride towards enhancing accessibility and efficiency in financial services for both Canadians and advisors. 

Click the link to see our "How To" videos: How to Create an Online eApp

Many clients wonder how their savings are invested, and how the return is guaranteed? With the below detailed information and FAQs, help your members feel confident in their investments. 

Updates for Insurance line of Business

Along with the addition of GIAs to our eApp, a new ‘Authorization to Share Information with Advisor’ question has been added to adult applications. This is something you have been asking for and we are happy to be including this feature go forward.  Authorization Form SER208, available on Advisor Springboard, can be attached to the eApp for electronic signature and submission.

There have also been some minor bug fixes on the app to increase speed and efficiency.  When entering Face Amount data as an example, you will no longer experience the lag in calculating premium.

We will continue to take your input and make enhancements that make us easier to do business with - and feel free to reach out with any questions. 

Don't forget our Premium Discount Campaign!

Our Discount Campaign is running until Sunday, December 31^st, at 11:59pm local time.  Every life insurance policy purchased will receive a 25% discount on its first-year premium, up to a maximum of $500. 

• Clients paying monthly will have premiums waived for the first 3 months or up to $500, whichever comes first. 
• Clients paying quarterly will have their first premium payment waived or reduced by $500, whichever comes first. 
• Clients paying annually will have their first payment reduced by 25% or $500, whichever comes first.

For more information, please review the enclosed marketing document and the  Terms & Conditions. Should you require any assistance, please feel free to contact our Broker Support Network bsn@serenialife.ca. We are here to help.