Published on Global Pacific Financial Services (https://gpfs.ca)
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Updated: Non Face-to-face Guidelines
Submitted by Victoria on January 26, 2021 - 11:01am
Updated Non Face‑to‑face Guidelines
Our Non Face‑to‑face Guidelines have been updated to make it easier to complete a Foresters Financial™ application when you can’t meet your clients in person.
We’ve streamlined our process so the same guidelines now apply whether you’re completing the paper application over video, phone or mail.
You also have the option to complete an online non face‑to‑face sale using our InsuranceAssist e‑App with e‑signature.
Everything you need to know is in our new Non Face‑to‑face Guidelines.
Tools to help with your non face‑to‑face sales
We’ve put together client-facing presentations for Term¹ and Advantage Plus² to help you ace your next non face‑to‑face meeting. They can guide the discussion and lead you to a sale.
