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Presents Telelife Training in partnership with West Coast Life

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Presents Telelife Training in partnership with West Coast Life

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    2. 2 Agenda Overview of the TeleLife process and EZ app Agent tools available Accessing the EZ App form and how to complete Wrapping up the process

    3. 3 TeleLife® Basics Agent Completes a Short Form Electronic Application known as EZ App Focus Term Product only (at this time) Conditional binding limits: $1,000,000 (total amount in effect with the Company) Age 60 Face amount limit is $1 million TeleLife ® is for issue ages 60 and under Not approved in NY

    4. 4 What is EZ-App

    5. 5 Process Roles: The Agent Makes the sale in person or over the phone Collects initial premium and issues conditional receipt and sends to ISIS Life Agent electronically transmits the EZ app Agent mails checks to ISIS Accepted Payment Methods Check Check-o-matic Credit Card – NEW- initial payment only

    6. 6 Negotiate best underwriting offers with Carrier. Verify agent is licensed with West Coast Life. Receive nightly electronic summary of all EZ Apps submitted daily. Update systems and case status. Process checks. Ensure application process is moving smoothly. Mail approved policy to agent.

    7. 7 When not to use TeleLife® For clients with health histories of one of the following conditions: cancer, heart, diabetes, and stroke Clients over age 60

    8. 8 Agent Tools Available

    9. 9 Agent Tools Available

    10. 10 TeleLife Operations - Interview

    11. 11 TeleLife Operations

    12. 12 TeleLife Operations - Exam

    13. West Coast Life Insurance Term Online Tele-application Process

    14. 14 Log onto www.isisthrivent.com

    15. 15 Click on the WCL logo to begin.

    16. 16 Password protected site Password reminder feature Stress that we take the hassle out of administering the site. It is all self services.Stress that we take the hassle out of administering the site. It is all self services.

    17. 17 Need your contract number? ISIS Life has taken care of that for you! Stress that we take the hassle out of administering the site. It is all self services.Stress that we take the hassle out of administering the site. It is all self services.

    18. 18 How Does EZ-app Work? What is TeleLife? Electronic Signatures

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    28. 28 Industry Leader in the use of e-signatures Leading edge technology NO liquid signature required by the agent

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    30. 30 TeleLife Contact Information

    31. 31 Mail checks Innovative Solutions Insurance Services, LLC 200 N. Sepulveda Suite 900 El Segundo, CA 90245 888-314-4747 310-851-8211 – ISIS Fax www.isisthrivent.com

    32. 32 Contact your ISIS – Thrivent Team 888-314-4747 – www.isisthrivent.com

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