ing indexed universal life global choice on...
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ING Indexed Universal Life Global Choice on iPipeline
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Retirement - Insurance - Investments 2
ING IUL Global Choice
Currently available on iPipeline and through ING Professionals webpage
eSignature option used for documents
All Information is Captured Electronically
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Enter Basic Info
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www.ing-presentations.intranet Screen within the Tool
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• Screen status will not show a green check mark
until all required fields have been filled.
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www.ing-presentations.intranet Adding an Additional Insured Rider
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www.ing-presentations.intranet Election Worksheet Screen
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• Must select ‘yes’
for ongoing
elections in order
to choose the
Indexed or Fixed
Strategy
• Edits are built in to
ensure election
worksheet is IGO
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www.ing-presentations.intranet Election worksheet Continued
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• If the on-going
election to the
fixed strategy
from a maturing
index strategy
block is
elected, you can
only elect to
move money
from one index
strategy.
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www.ing-presentations.intranet Product Information
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• Death Benefit Option
is defaulted to A but
can be updated as
necessary
• Death Benefit
Qualification Test is
defaulted to GPT but
can be updated as
necessary
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www.ing-presentations.intranet Product/Rider Screen
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• Riders available are
displayed for selection
• Edits built in -- for
example cannot
choose both WCOI
rider and WSP rider
• If Early Cash Value is
chosen, must select
that the criteria will be
met and Waiver of
surrender charge is
added automatically.
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www.ing-presentations.intranet 4506T EZ Screen
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• Mandatory for:
Applicants ages
18-85 and face
amounts over $3
Million
• The IRS does
not accept
eSigned forms
• Must print form
and collect
signatures
• All information
must match last
year’s tax return
or IRS will reject.
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www.ing-presentations.intranet Payment Information
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www.ing-presentations.intranet Temporary Insurance Receipt
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• Checks must be
mailed to ING
after submission
for temporary
coverage.
• In order to bind
coverage, checks
need to be
received within 2
days of ING
receiving the
application packet.
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www.ing-presentations.intranet Replacement Information
• You are able to submit 1035 cases through this process
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www.ing-presentations.intranet In lieu of Illustration
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• You can choose from
the 3 options on the
left.
• If a computer screen
was used in
solicitation, you need
to fill in the yellow
mandatory fields.
• If no illustration was
used in the sale or is
not attached to the
policy, you may be
required to submit an
illustration prior to
policy issue.
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www.ing-presentations.intranet Attaching an illustration
• You may attach a signed or unsigned illustration to the policy.
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www.ing-presentations.intranet Validate and Lock Data
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www.ing-presentations.intranet Validated and Locked
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www.ing-presentations.intranet Signature Method
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www.ing-presentations.intranet eSignature Instructions
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www.ing-presentations.intranet eSignature Instructions Continued
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www.ing-presentations.intranet Exam Ordering
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• The Agent may choose to electronically order the exam
as well.
• They can choose which vendor to send the order to
and must complete info for where the exam will be
taken.
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www.ing-presentations.intranet Electronic Signature Message
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• The agent can enter
a personal message
and review what the
e-mail will say that
goes out to the client.
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www.ing-presentations.intranet eSignature e-mails sent
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www.ing-presentations.intranet Insured’s signature
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www.ing-presentations.intranet Signing in
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www.ing-presentations.intranet Terms of use and eSignature Disclosure
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www.ing-presentations.intranet Review and Agree
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www.ing-presentations.intranet Options
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www.ing-presentations.intranet Completion of eSignature
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