e-Delivery Playbook

Summary

We’ve created this step-by-step guide to walk you through each screen and the instructions for each. Before you know it, you’ll wonder how you ever did business any other way.

Body

Efficiency. Portability. Fewer NIGOs. A smoother customer experience. These are just some of the reasons advisors—and their clients—prefer the ease and simplicity of e-delivery for their qualifying applications. If you’re new to e-delivery, we know using it for the first time can feel a little overwhelming. We’ve created this step-by-step guide to walk you through each screen and the instructions for each. Before you know it, you’ll wonder how you ever did business any other way.  Click here to view the playbook.

Details

Details

Article ID: 20285
Created
Thu 7/11/24 3:31 PM
Modified
Fri 8/2/24 12:41 PM

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