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Policy Service Application Transamerica Life Canada Form

Policy Service Application Transamerica Life Canada Form

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Video instructions and help with filling out and completing Policy Service Application Transamerica Life Canada Form

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Instructions and help about Policy Service Application Transamerica Life Canada

the senior solutions agency training call this short video is going to be on the new transamerica e application process shouldn't take more than uh seven or eight minutes to get through this so um sit back and enjoy if you have any questions please contact me directly here we go welcome to the transamerica final expense electronic application in this video we will demonstrate the newly designed final expense workflow to begin log into the igoe app and click start new case enter your client's name age and gender and then choose the state product type in this case final expense next click the select button to the right of the solutions final expense product this brings you into the electronic application on the left is a list of sections that need to be completed the center of the screen presents the necessary questions and fields for you to enter your client's information begin filling out your agent information remember only yellow highlighted fields are require

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