- A conversation starter… like a digital brochure
- An easy way to talk about life goals and get a quick insurance quote
- A way to determine the value of life insurance while your client is living
- For advisor use only
As a browser-based tool, you can use EZstart while you are on the road and in client meetings outside of your office. It’s available on your phone, tablet, and laptop. However, EZstart is not a replacement for KYC tool or an illustration. Illustrations follow CLHIA Guidelines, have more assumptions and disclosures, and are required at point of sale.
We have a NEW EZstart for Equimax Wealth Accumulator available. Go to the EZstart for Equimax Wealth Accumulator Now
Go to the EZstart for Equimax Estate Builder Now
Go to the EZstart for Universal Life Now