Brighthouse Client Transaction Authorization Guides
Brighthouse Financial is now allowing clients to authorize certain transaction be performed on their behalf. They must log into their Brighthouse account and provide this authorization through the website. Please see the
Advisor Communication, the
Client Communication and the
Client Guide.
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Annuities only Link to Forms: No public forms Third Party Authorization Allowed: Yes To set up a Third Party Authorization: They would need to send in the Brighthouse Interested Third Party form. Forms attached here: Mutual LPOA form, Brighthouse ...
Transition Cases - Uploading Client Packet
This article is to be used when you are transitioning your book of business to Mutual and you have been working with the Transitions team. The cases will already be created under the primary point of contact's log in for the transition. Use the below ...
Client Packet Tips
When completing a client packet, remember these below tips: * The client should be the one completing the documents and you can advise them on how to complete. * If using DocuSign, we will only accept authentication using Knowledge Base (KBA). * Most ...
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Please see Client Packet Tips for the newest Client Packet
Evolve Client Portal Login Instructions
1. Go to https://evolve.mutual.group 2. Enter your email address a. If email is hosted with Microsoft O365: i. You will be prompted to enter the password you use to access your email for your organization ii. You will then be required to setup ...