Online Part 2 with Agent Assist

You now have the option within SimpleSubmit^® to elect to have the link to the Online Part 2 sent directly to you to complete alongside the client. The option to use Agent Assist will replace the tele-interview for clients who need help completing the Online Part 2. 
Please note: Agent Assist is currently only available on Smart Builder IUL 3 and Builder Plus IUL 4. Agent Assist is not available in California. 

Learn more about other recent changes at North American!