License Apply- Step 7
Contract Apply - Canada Life
1. Login to your Apexa account, Go to Dashboard
Link: APEXA log in
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2. Select ‘Contract’ from the left menu.
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3. In all contracts, follow the email instructions to find the corresponding Contract ID and click the ID number.
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4. Fill in the information in all four tabs according to your personal situation.
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5. Fill in the questions according to the image prompts and your actual situation.
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6. Banking information – choose the one you prefer.
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7. Read all documents listed below.
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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
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9. Ensure each tab shows no error warnings, then click submit.
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