1 Signature Mode in 2017 Insurance applications

2 The world of insurance is evolving and so are we

3 Accepted Signatures Electronic mode Paper mode On the advisor's screenBy Paper mode F1EA

4 signature

5 1. 2. 3. Signature Cell phone number + e-mail addressClient access code will be sent by text message 3. Client Confirmation

6 The electronic signature guarantees a high level of confidentiality which meets industry and Canadian legislative requirements in all respects.

7 How it works To use the electronic signature, you will need:An internet access A separate address for each signatory A separate cell phone number for each signatory

8 How it works

9 How it works

10 How it works

11 How it works 9ANC6K

12 Access to documents Sign on the advisor's screen By emailUses advisor's computer to access documents Uses to access documents

13 The signature Only one signature is required

14 How it works

15 Access documents The client receives an confirmation of the signature and access to his documents.

16 How it works 1 2 3

17 How it works

18 How it works

19 Application transfer The application 9ANC6K has been successfully transferred to the Head Office.

20 Transfer of data…

21 Transfer of data… Signed documents are returned to you

22 Few minutes later… A decision at the point-of-sale will be sent by text message. The client can either be: Approved Preapproved Preapproved conditionally of document reception Referred to underwriting The decision at the point-of-sale is not linked to the electronic signature, but to the application transfer.

23 Will not be eligible for electronic signatures:Payment by cheque Contract replacement Medical requirements (physician report)* Use the F1EA * Access to medical information requires a digital handwritten signature. The device used must allow your client to sign in this manner.

24 Available since May 29, 2017 in the Interface Suite 8.3.0A step-by-step Training video is available on the EVO page of the Advisor Centre - Training Tools tab A DEMO mode is also available to test the new tool and electronic signature

25 Still available Signature | Paper mode Form F1EAApplicant's Statement F13-743A (Mandatory for Career network)

26 Paper mode signature Other signed documents to be attachedFor a deposit > $100,000 in a UL contract: F51-208A If the contract is a replacement: Replacement notice, F6S Lettre d'autorisation limitée (PU), lorsque requis : F51-201

27 Paper mode signature Other signed documents to be attachedThe applicant is a company and the contract is a universal life: F51-208A Company Resolution ( multiple owners) Company Financial Statements Q2A