Ownership Requirements Update in Velocity

To continue to streamline our business and digital offerings for you and your applicants, we are now requiring an email address for Trust & Organization owned life policies.  This email can be provided by the agent during the Velocity drop ticket or by the applicant during the online/telephone interview.  It is needed prior to the application package being sent for signatures! 

When an interview is completed, an email will be sent to the owner (if a trust or business) with a copy of the secondary addressee form, stating by regulation they have the right to add a secondary address to their policy if they wish.