BIG CHANGES - If you can please cascade & share with your advisors & sales teams.
Hello Everyone,
Great news—effective June 8, the F1EA Signature Form is eliminated for corporate & third-party payor applications on all new policies (see below) written as if June 08th:
- Term
- Critical Illness
- Non-Par Whole Life (L100)
What’s improved:
- No more F1EA requirement = Faster, smoother submissions
- Full e-signature capability for corporate + Third Party signatories
New process (simple):
- Add the authorized signatory in EVO - enter name + email to send signatures
- Client signs electronically - similar as personal policies
- Upload company resolution (F51-312A) in Business Tracker (to confirm signing authority)
This is a major step forward in reducing one of the biggest advisor pain points. MANY more enhancements are coming in 2026 - Stay tuned.
Join us to learn more & review all the changes in our NEW Series where we review the EVO Modernized experience is short burts!
iA EVO 2026: Faster Submissions. Smarter Process. Bigger Results
When: Jun 11, 2026 10:00 AM Pacific Time (US and Canada)
Register - https://us06web.zoom.us/meeting/register/4Nb9Th4WSemyr14miVKWKw
CE Credits - .05 CE Credits = BC Advisors only
Hosts - Michelle Kwan & Alfredson Tolentino