With more individuals working remotely during the COVID‑19 pandemic, effective May 13, 2020 Foresters Financial™ is offering a non face-to-face version of PlanRight through Apptical’s e‑app (LiveApp).
Get started with PlanRight on LiveApp today. Review the guide for details.
How it works
Step 1 Login to LiveApp and complete the application and related forms.
Step 2 Call Apptical with your client to complete the Personal Health interview (PHI).
Once you get the point-of-sale decision and the PHI is completed your client will receive an email to e‑sign the application, you will then receive an email to e‑sign the application.
Step 3 Your client will receive the signed application package. And Apptical will send all the paperwork to Foresters for processing.
PlanRight is now available on LiveApp in 43 states¹.
Issue Age Limit update Due to COVID-19 Foresters will no longer be accepting applications for anyone over age 75 for PlanRight on both paper and Apptical LiveApp, until further notice.
For complete information
The PlanRight product page has been updated with the following:
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LiveApp login and password information
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LiveApp User Guide
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E‑Signature User Guide
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PlanRight Apptical e‑app FAQ
•
PHI Sample
PlanRight questions? Our Sales Desk is standing by at 866‑466‑7166, option 1
Foresters products and their riders may not be available or approved in all states and are subject to underwriting approval, limitations, contract terms and conditions, and state variations. Refer to the applicable Foresters Life Product Guide and the insurance contract for your state for these terms and conditions.
Certificates underwritten by The Independent Order of Foresters (The IOF), a fraternal benefit society.
¹ AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, MI, MO, MS, MT, NC, NE, NH, NJ, NM, NV, OH, OK, OR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
For producer use only. Not for use with the public. 418704 US 05/20
Foresters Financial, Foresters, and Helping Is Who We Are are trade names and/or trade names and trademarks of The Independent Order of Foresters (a fraternal benefit society, 789 Don Mills Road, Toronto, Canada M3C 1T9) and its subsidiaries.
Foresters Financial | 789 Don Mills Rd. | Toronto | Ontario | M3C 1T9 | Canada
