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Shaw American Is The Only Brokerage Firm To Offer This Unique One Page Life Insurance Application Called The Shaw Assist Form!

 

What is the Shaw Assist Form? 

It is a one page Application that you complete on your client. It requires no wet signatures! You specify an interview date and time that we can call your client. This is the most important detail to remember!  Once completed, you fax or email the form to Shaw American. We will call your customer, on your behalf, to complete the application for you via IGO or regular paper application depending on the company.

 

If the Shaw Assist Form is completed for one of the following companies: AXA, Banner, Genworth, ING Reliastar, John Hancock, Lincoln Benefit, Metlife, Mutual of Omaha, Nationwide, Prudential or Transamerica, we will complete the application electronically, through IGO, which in most cases will allow us to obtain a voice signature by your client. For any other companies, we will complete a regular paper application and email or fax it to your customer for signatures.

 

What Can Your Client Expect?

Shaw American will complete a full application on the client, so it is the agent's responsibility to prepare the client for this interview. Exam Requirements and APS Requirements are the same as a regular paper application.  It is very important for the client to be available on the date and time of their choice. Make sure the customer understands that we will be calling on your behalf and will be asking for personal information. At the time of the interview the client needs to have the following information available:

 

  • Social Security Number
  • Drivers License Number & Expiration Date
  • List of Medications Being Taken Within the Last 12 Months & The Physicians Name, Address and Telephone Number That Prescriped Them
  • List Of Inforce Life Insurance Policies, Including Policy Numbers, Policy Dates, Amounts and Beneficiaries.
  • Financial Information Including, Income, Total Assets and Liabilities

Of course there is other information that your client will need to know but usually these are the most important items that your clients don't readily know.

 

So Why Should You Use The Shaw Assist Form?

 

  • Get Paid Faster
  • No More Missing Information
  • No More Embarrassing Personal Questions
  • Can Conduct Interview At Clients Convenience
  • Allows You MORE TIME to Write MORE Business!

 

 So What Are You Waiting For?  Join Hundreds Of Other Agents That Are NO LONGER Completing 20 Page Applications!!  Submit Your Shaw Assist Form Today!