Live With Ease
Sell more and wait less with our new, enhanced selling experience for our Final Expense Solutions Portfolio. Beginning February 11, 2023, all final expense agents* will now benefit from:
Real-time underwriting decisions** — Get answers within minutes of electronic application submission, resulting in shorter case cycle times and faster case placement
Short, streamlined digital application — Enjoy a reduced medical questionnaire with an upfront eligibility question to quickly determine insurability
Policy eDelivery — Save time and hassle for both you and your clients with the elimination of mailing policy documents
* These enhancements are available in all states except NY and VI. Final Expense Solutions Portfolio is available in all states/territories except PR and VI.
** Not all applicants will qualify for nonmedical underwriting. It is not guaranteed issue and the underwriter reserves the right to request additional medical exams and data.
Get answers to transition rules for new applications and other frequently asked questions here regarding our new selling experience
New Agent and Underwriting Guide
Download the latest new agent and underwriting guide here for a closer look at all the final expense details
See our new, shortened e-App with upfront eligibility considerations, reduced health questions, and policy eDelivery option for faster, easier, client-friendly coverage.
Important dates and transition rules for California
|Cases started on the ‘old’ CA application before 7AM EST on April 15th, 2023:||New CA application availability:|
|iGO e-App® eApp||Must be locked, signed, & submitted by 11:59PM EST on Friday, May 12th, 2023.||New application available at 7AM EST on Saturday, April 15th, 2023.|
|Paper Application||Must be completed, signed, & received at Transamerica Home Office by 4PM EST on Friday, May 12th, 2023.||New paper application available at 7AM EST on Saturday, April 15th, 2023.|
NOTE: NY, and VI are excluded.