License Apply- Step 7
Contract Apply - Canada Life
1. Login to your Apexa account, Go to Dashboard
Link: APEXA log in
2. Select ‘Contract’ from the left menu.
3. In all contracts, follow the email instructions to find the corresponding Contract ID and click the ID number.
4. Fill in the information in all four tabs according to your personal situation.
5. Fill in the questions according to the image prompts and your actual situation.
6. Banking information – choose the one you prefer.
7. Read all documents listed below.
8. Open the agreement and sign.
For ‘Absolute Assignment Form’:
- Assignor is YOUR NAME, code: Pending
- Assignee is AI Financial Power Group Limited;
- All percentage are 100%
- Check the box of: The Assignee Owns the block of business
9. Ensure each tab shows no error warnings, then click submit.
