Annuity Processing Instructions
Common Sense Legacy
Annuity Processing Resource
6% split on all policies processed
Submissions will go through the CSF back office
ALL APLICATIONS MUST BE SUBMITTED AS A FULL PACKET, MEANING THAT YOU NEED THE APPLICATION, SPLIT FORM, AND DISCLOSURE TO BE SUBMITTED ALL AT ONCE. DO NOT SUBMIT ANYTHING UNTIL YOU CAN DO IT WITH ALL THREE TOGETHER.
Steps:
- Disclosure (Do this with the client during the meeting where you fill out the application.)
- CSL has a disclosure form that you can send your client that will simplify this process greatly.
- Scan or Cick the QR Code below.
- CSL has a disclosure form that you can send your client that will simplify this process greatly.
- Split Form
- Log into the CSF back office
- Click on 'Business Assistance'
- Click on 'Forms'
- Fill out 'Agent Split Form'
- Make sure you put CSL as a 6% split on the form
- Agent Code: YWTW1
- Securely upload your application through Drop Secure
- Log into the CSF back office
- Click on 'Business Assistance'
- Hover over 'Processing Assistance'
- Click on 'Upload Application Files'
- In the 'Message' section of the upload put:
- Client Name
- Product Name
- Processor (in this case CSL)
- Please do not put anything else
- Submit Agent Information
- Log into the CSF back office
- Click on 'Business Assistance'
- Click on 'Processing Assistance'
- Click on 'Client Info' and fill it out
- For your FIRST application with us
- Log into the CSF back office
- Click on 'Business Assistance'
- Click on 'Processing Assistance'
- Click on 'Agent Info' and fill it out