1-888-479-9888

Search our Site

Effective May 13: PlanRight on LiveApp and Issue Age Limit update
View this in your browser
Foresters Financial Log on to ezbiz
Now! PlanRight Non Face-to-Face
Non Face-to-Face
Option for PlanRight
 
With more individuals working remotely during the COVID‑19 pandemic, effective May 13, 2020 Foresters Financial™ is offering a non face-to-face version of PlanRight through Apptical’s e‑app (LiveApp).

Get started with PlanRight on LiveApp today. Review the guide for details.
Download the Electronic Guide
Training Video
 
                How it works                
 
Step 1
 
Login to LiveApp and complete the application and related forms.
 
 
 
Step 2
 
Call Apptical with your client to complete the Personal Health interview (PHI).

Once you get the point-of-sale decision and the PHI is completed your client will receive an email to e‑sign the application, you will then receive an email to e‑sign the application.
 
 
 
Step 3
 
Your client will receive the signed application package. And Apptical will send all the paperwork to Foresters for processing.
 
 
PlanRight is now available on LiveApp in 43 states¹.
 
 
 
Issue Age Limit update
 
Due to COVID-19 Foresters will no longer be accepting applications for anyone over age 75 for PlanRight on both paper and Apptical LiveApp, until further notice.
 
 
 
For complete information
 
The PlanRight product page has been updated with the following:
 
 
LiveApp login and password information
LiveApp User Guide
E‑Signature User Guide
PlanRight Apptical e‑app FAQ
PHI Sample
 
Login to ezbiz
PlanRight questions?
Our Sales Desk is standing by at 866‑466‑7166, option 1
 
Or tap to call from your mobile phone

Foresters products and their riders may not be available or approved in all states and are subject to underwriting approval, limitations, contract terms and conditions, and state variations. Refer to the applicable Foresters Life Product Guide and the insurance contract for your state for these terms and conditions.

Certificates underwritten by The Independent Order of Foresters (The IOF), a fraternal benefit society.

¹ AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, MI, MO, MS, MT, NC, NE, NH, NJ, NM, NV, OH, OK, OR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

For producer use only. Not for use with the public. 418704 US 05/20



Foresters Financial, Foresters, and Helping Is Who We Are are trade names and/or trade names and trademarks of The Independent Order of Foresters (a fraternal benefit society, 789 Don Mills Road, Toronto, Canada M3C 1T9) and its subsidiaries.

Foresters Financial | 789 Don Mills Rd. | Toronto | Ontario | M3C 1T9 | Canada

 

Our Location

Legacy Secure of MI Inc 41000 Woodward Ave
East Bldg Ste 350
Bloomfield Hills, MI 48304
USA 1-888-478-9888


Contact Us