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
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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!