Get the free RBC Lifeshield Easy Term and RBC Lifeshield Easy Term Plus Point of Sale Checklist
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This checklist ensures the completeness of the point of sale packet for life insurance applications in Minnesota.
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How to fill out rbc lifeshield easy term
How to fill out RBC Lifeshield Easy Term and RBC Lifeshield Easy Term Plus Point of Sale Checklist
01
Gather personal information such as name, address, and contact details.
02
Prepare financial information including income, assets, and debts.
03
Determine the amount of coverage needed based on personal circumstances.
04
Review the policy options between RBC Lifeshield Easy Term and RBC Lifeshield Easy Term Plus.
05
Fill in the application form accurately, ensuring all information is complete.
06
Provide any necessary identification and supporting documents.
07
Submit the completed checklist along with the application to the RBC representative.
Who needs RBC Lifeshield Easy Term and RBC Lifeshield Easy Term Plus Point of Sale Checklist?
01
Individuals looking for affordable life insurance options to cover financial responsibilities.
02
Families wanting to ensure financial security in case of unexpected events.
03
People who are new to life insurance and need a straightforward application process.
04
Those who prefer a simplified checklist to guide them through the insurance application.
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What is RBC Lifeshield Easy Term and RBC Lifeshield Easy Term Plus Point of Sale Checklist?
RBC Lifeshield Easy Term is a simplified term life insurance product offered by RBC, designed to provide affordable coverage with straightforward application processes. The Point of Sale Checklist is a tool used by advisors to ensure that all necessary steps and information are gathered during the sale process.
Who is required to file RBC Lifeshield Easy Term and RBC Lifeshield Easy Term Plus Point of Sale Checklist?
Insurance advisors and agents who are assisting clients in applying for the RBC Lifeshield Easy Term and RBC Lifeshield Easy Term Plus policies are required to file the Point of Sale Checklist.
How to fill out RBC Lifeshield Easy Term and RBC Lifeshield Easy Term Plus Point of Sale Checklist?
To fill out the checklist, the advisor should gather all required client information, ensure completeness and accuracy of the application, and check off each step as it is completed, including necessary documentation and disclosures.
What is the purpose of RBC Lifeshield Easy Term and RBC Lifeshield Easy Term Plus Point of Sale Checklist?
The purpose of the Point of Sale Checklist is to streamline the application process, ensuring that all essential information is collected, enhancing the client experience, and minimizing delays in policy issuance.
What information must be reported on RBC Lifeshield Easy Term and RBC Lifeshield Easy Term Plus Point of Sale Checklist?
The checklist must report information including the applicant's personal details, health history, beneficiary designations, coverage amounts, and any additional information required for underwriting purposes.
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