As we continue in our efforts to make doing business with your clients as efficient as possible, the Financial Changes Request for Life and Health Policies form has now been made available as a digital eSignature form.
With this form, you can easily assist your client in submitting a request for a cash loan, insurance policy surrender value or dividend withdrawal.
Change requests can be submitted quickly and easily through the My Advisor Dashboard. The eSignature forms section on the dashboard gives you access to online forms and applications that can be signed digitally, giving you a more convenient way to work with your clients.