Upcoming Agent Tools Final Expense eApp Changes: New Bank Account Verification Process Effective 03/31/22
Beginning Thursday, March 31, 2022, there will be a new process for bank account verification when completing an Agent Tools Final Expense eApplication. At the point of sale the eApplication will verify the bank account information is correct. These changes will not disrupt the efficiency of the sales process. This enhancement will help with common data entry mistakes and help you place more business.
As a reminder, we do not accept any Peer-to-Peer Mobile Payment Applications such as Venmo, Zelle, and Cash App, as a payment method for premium payments.