Our goal is to provide you with best in class service to help you save time and achieve your business goals. To that end, we’re excited to announce Nassau’s new electronic annuity contract delivery. Our new digital e-signature processes will help you confirm your client receives their final annuity contract quickly, securely, and easily.

Your client will have the option to agree to electronic contract delivery during the application process. They will need to complete the appropriate Consent Form, otherwise, the standard print/mail process will occur.

After the contract is issued and ready to be delivered, our New Business team will send you an email to securely access the contract and necessary delivery confirmation receipt documents digitally. A second level of authentication will be required to access this information through a unique passcode that will be sent through text or email. Email links expire after 48 hours.

Once you sign these documents electronically, an email will trigger to the client with the contract and confirmation of receipt. A second level of authentication will be required for the client to access this information through a unique passcode that will be sent through text or email. Email links expire after 48 hours.

After the client signs electronically, both you and Nassau will be notified via email, and the process is complete.