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December 3, 2024

New! Text To Sign Annuity Applications

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.