There are a few reasons as to why this process is not only more efficient but also in this environment, a preferred way to continue to do business in a less threatening manner.

1. Avoid the hassle with paper applications while decreasing the time it takes to process.
2. Decreases likelihood of incomplete applications
3. Shows real-time application status
4. Supports multiple methods to get your application signed electronically
5. Policies get issued sooner which means you will get paid sooner.

It is important to understand just how much every sales industries’ ability to sell has changed. For instance, most appointments for senior products would be conducted on an in-person basis. Unfortunately, this was basically outlawed in the beginning stages of the pandemic and somewhat still continues today. A vast array of these restrictions are state-based and can vary. You can check out our information page on that here. This has made remote technology and applications extremely important in continuing to conduct business across the country.

Pinnace Financial Services partners with all of the top annuity carriers to get you top commissions and unrivaled technology. Our dedicated marketing team will help you from submission to commission. It is crucial to have someone that is able to give you detailed and accurate illustrations for your clients, and our team will do just that. Don’t just partner with any broker. Pinnacle Financial Services has you covered!