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ePolicy Information

American General:

Term only

Policies released to client (we can send copies to agent), with instructions

American General ePolicy Consumer Guide

Banner:

Term only

eDelivery Tutorial Customer View

*If client has questions about e-Policy, call 800-638-8428 opt.5 ext.6971 – need policy #

Lincoln Financial:

Term and Universal Life

No electronic payment option (except for TermAccel)

Payment options: check, or fill out an EFT form and return with a void check to draft.

TermAccel cases are ePolicy

Sent to Lakeview Financial case manager to approve, then sent to agent and agent sends to client.

For ePolicy issues, can call Ipipeline: 1-800-641-6557 option 2.

Lincoln Financial eDelivery Powerpoint

Protective:

Term and Universal Life

E-Pay options: credit card, EFT.

Client can call Protective’s Policyholder Services Department for assistance: 800-866-9933

Protective ePolicy Consumer Guide

Protective ePolicy Producer ONLY Guide

Protective ePolicy Election Form

Voya:

Term only

E-pay options: credit card, EFT.

Sent to Lakeview Financial and customer separately. The agent does not need to do anything.

Client uses access code to sign, which is the last 4 digits of  their social security number, 2 digit month of date of birth, and 4 digit year of date of birth.

If client has questions about ePolicy they can call Voya: 877-205-9751.