EVO now offers non-registered new-issue for entities (companies)!
The first major improvement to EVO Savings of 2021 is NOW AVAILABLE!
You can now issue non-registered contracts for entities, including corporations, associations and cooperatives! The process is simple, fast, and fully electronic, with a new document-upload feature to add supporting documents. Why not give it a try today so you know exactly what to expect when you use it with a client?
In 2021, join the EVOlution!
More of you than ever are making the switch to EVO – your innovative technological platform for insurance and savings products – to facilitate your ever-evolving business practices!
Over the last year, we made sure that EVO Savings continued to deliver on its promise of being a simplified experience tailored to your reality, by adding features such as:
- Client contribution tool – same-day digital processing is now possible
- Non-registered new-issue >$100K - Non face-to-face (NFTF) and fully electronic
- E-Signature – changes to improve accessibility
Haven’t tried it yet? Join the thousands of advisors who use EVO daily and see for yourself why they love the streamlined, digital experience.
In 2021, say goodbye to mailed-in paperwork, incomplete forms and missing signatures. Click here for more information or talk to your sales team today!
