Skip to main content
Ethos Help Center home page
Back to portal
Sign in

Search

  1. Ethos
  2. Agent Portal
  3. Customers Tab

How can I update my client’s payment method?

You can update payment information for clients whose policy status is Pending Initial Premium, Grace Period, or Late Offer Period.

Follow the video tutorial for step-by-step instructions.

 

 

 

Updated February 24, 2026 12:54

Related articles

  • How can my client update their payment method?
  • Ethos Protection IUL + Choice bundling
  • What is the agent support phone number and hours?
  • Sales support
  • Policy servicing and claims
Back to portal