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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
April 10, 2008 at 11:17 PM
Protective Life Insurance Company will be using the Web and electronic mail to get contracts to customers more quickly.
Protective Life, a unit of Protective Life Corp., Birmingham, Ala., says it will run an electronic policy delivery system by sending notification e-mails to agents, then having agents download policies and related documents from a secure Web site.
Once agents approve the documents, Protective Life will e-mail the secure site link information to the customers.
In addition to getting documents online, customers can provide electronic signatures and make premium payments online, Protective Life says.
To use the electronic policy delivery process, the policy owner must be the payer and the insured.
The EPD process is not available in New York state.
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