Articles
Creating Quotes - Annuities
There are two types of annuity quotes available on Webline: Lifetime will create a more precise quote for the client, as it takes into consideration any medical history and the type of contract the pension fund is coming from and therefore requir...
Lifetime Annuity Quote
Create a Lifetime Annuity quote through the Annuity tab on the Homepage: Select Lifetime Complete details of the quote: Once complete, answer whether your client consents to their data being shared with providers, as well as sharin...
Fixed Term Annuity Quote
Create an Fixed Term Annuity quote through the Annuity tab on the Homepage: Complete the details of the quote. If your client does not consent to their data being shared with Providers, select No. Add details of the annuity: A...
Purchased Life Annuity
Create a Purchased Life Annuity through the Annuity tab on the Homepage: This will open the quote page: Complete details of the quote: ...
Applying for an Annuity Quote
Once a quote has been submitted, quote results will be returned. View details of the quote and product before applying: 1. Provider documents 2. Remuneration Details 3. Quote Notes If you would like to proceed with the quote, select Buy ...