New! Text to Sign Annuity Applications Effective 12/07/2024
Text a link to clients’ phones to get a quicker signature.
Starting December 7, you will be able to send clients a text with an eApp signature link for annuity applications. You will still have the option to send the link by email.
A few things to know
- Text to Sign requires a U.S. phone number.
- As an agent, you can select different signature methods for different signers. For example, the insured could get the link via text and the annuity owner via email.
- If needed, you can resend the Text to Sign link.
- The text will come from 844-407-4810. Let your client know to expect it.
- Your client may need to turn off their pop-up blocker to sign the application.