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.
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.