Reason Why Letter, Advisor and Privacy Disclosures can now be prepared within Fast & Full!

Empire Life is thrilled to announce a new time-saving feature in Fast & Full Insurance and Investments that can simplify your compliance process with a new digital tool.

Now you can create your Advisor Disclosure Statement, Privacy Consent, and Reason Why Letters directly within the Fast & Full platform – no more switching between applications or searching for templates!

Here's how it can benefit you:

• Saves time and streamlines your workflow: Complete essential forms in minutes.
• Can reduce errors: Pre-built templates can help to ensure you include all necessary information.
• Help manage your compliance responsibilities: Integrating Digital Compliance Letters with applications simplifies compliance requirements.

Accessing the new feature is easy:

• You can find the tools for these new letters on the start page of Fast & Full for either Investments or Insurance
• Or access them on the "Thank You" page after submitting an application

Fast & Full Insurance:

Fast & Full Investments:

Complete each of your letters in 3 easy steps:

1. Customize: Fill in, edit, or delete content blocks within the provided templates
   
   
2. Preview: Review your completed document to ensure accuracy
   
   
3. Download/Print: Save a copy to your desktop and share with your client

Important Notes:

• If your application needs amendments, generate a new letter
• Empire Life will not review or store these documents, so please save them to your desktop

Remember: You are responsible for keeping copies and providing your clients with a Reason Why Letter after every sale. Advisor Disclosure and Privacy Disclosures must be provided to clients as early as possible when meeting with them and before the sale.

Start your letters today

Check it out now and let us know what you think!