Equitable Term-in-10 is the fast, easy, all-digital way to get your clients insured and grow your business.
In 10 minutes or less, you can get your clients the protection they need without any exams.
Let's show you how:
Just log in to equitable.com and go to “Tools”
Select the Term-in-10SM icon and
Complete the pre-application form
This generates an email that contains the unique link for your client to start the application.
With your guidance, they begin by filling out five easy questions to receive a preliminary quote.
From here, your client can make adjustments to the face amount and term length to view various price points before applying.
Next, they fill out three application sections.
First is personal information; answer a few questions about their health and tell us a few things about their lifestyle.
Then they review and submit the application.
Within 60 seconds, it will be processed, and if your client qualifies, reveal their final quote.
At this stage, your client can adjust their coverage amount and term length to suit their needs; pay with credit, debit or Apple Pay; and secure a monthly premium they are comfortable with.
Term-in-10 offers a seamless experience that gets your clients protected fast, so you spend less time on term sales while spending more time leveraging your expertise and expanding your business.
For more information, contact the Life Insurance Sales Desk or visit equitablelift.com/term-in-10.
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