Life Approved Carrier List ( ) Carrier Company Rating Product

Size: px
Start display at page:

Download "Life Approved Carrier List (11.17.11) Carrier Company Rating Product"

Transcription

1 Allianz Life Insurance Company AM Best A Indexed S&P AA Indexed Moody's A2 Comdex 87 American General AM Best A 10 year term S&P A+ 15 Moody's A2 Comdex 82 Indexed Survivorship Indexed American National Life Ins. Company AM Best A 10 year term Comdex 86 Indexed Variable Assurity AM Best A 10 year term S&P 15 year term Comdex Aviva Life and Annuity Company AM Best A Annual Renewable Term S&P A+ 10 year term Comdex 87 Indexed Indexed

2 AXA Equitable Life Insurance Company AM Best A Annual Renewable Term S&P AA 10 year term Moody's 15 year term Comdex year term Variable Survivorship Variable Indexed Banner Life Insurance Company AM Best A+ 10 year term Comdex 93 Genworth Financial AM Best A 10 year term S&P A 15 year term Comdex 79 ING Reliastar Life Insurance Company AM Best A 10 year term S&P A 15 year term Comdex year term Indexed Variable Survivorship Variable

3 John Hancock Life Insurance Company AM Best A+ 10 year term Comdex 94 Variable Survivorship Variable Indexed Lincoln Benefit Life AM Best A+ S&P A+ Indexed Moody's A1 Comdex 86 Variable Lincoln National Life AM Best A+ 10 year term Comdex 89 Indexed Variable Survivorship Variable MetLife AM Best A+ S&P AA Moody's Aa3 Variable Comdex 95

4 Nationwide AM Best A+ 10 year term Comdex 91 Variable Survivorship Variable North American AM Best A+ 10 year term Comdex 93 Indexed Prudential AM Best A+ 10 year term Comdex 89 Variable Protective AM Best A+ 10 year term Comdex year term

5 Transamerica AM Best A+ 10 year term Comdex year term Indexed United of Omaha AM Best A+ 10 year term Comdex 92

Guarantee Conversion Conversion Accelerated

Guarantee Conversion Conversion Accelerated 10 Year Term Warehouse American General Select-a-Term 10 American National Signature Term 10 Aviva Life & Annuity Term 10 AXA Equitable Term 10 Banner OPTerm 10 Genworth Colony Term 10 ING ReliaStar TermSmart

More information

Advantage Elite 10. Premium comparison. Competitive premiums from a highly rated company. Advantage Elite 10

Advantage Elite 10. Premium comparison. Competitive premiums from a highly rated company. Advantage Elite 10 Advantage Elite 10 Feale, Age 55 $1 illion face aount Copany Preferred-Select Preferred Minnesota Life $1,150 $1,430 Lincoln $1,165 $1,435 AXA $1,195 $1,495 ING Reliastar $1,195 $1,495 Genworth $1,210

More information

TOP Eligible Term Carriers

TOP Eligible Term Carriers The following is a comprehensive list of qualifying Term carriers for the Transamerica Opportunity Program (TOP) from Transamerica Life Insurance Company and Transamerica Financial Life Insurance Company.

More information

CHOLESTEROL. Super Pref 0-70 4.5 220 Treated or untreated

CHOLESTEROL. Super Pref 0-70 4.5 220 Treated or untreated Best Risk Classification John Hancock Super Pref 71+ n/a 280; HDL>40 (All products) Super Pref 71+ n/a 150-250; HDL>45 ING (Males Only) Super Pref 61+ 6.0 300 ING (Females Only) Super Pref 61+ 5.5 300

More information

Life Insurance Product Recommendation Guide

Life Insurance Product Recommendation Guide Life Insurance Product Recommendation Guide A Guideline For Agents To Assist In Finding The Right Life Insurance Fit For Their Clients and Prospects This short guide offers recommendations on the preferred

More information

Approved Annuity and Insurance Carriers

Approved Annuity and Insurance Carriers Approved Annuity and Insurance Carriers Revised February, 2010 - Internal Use Only *Top Companies * Underwriting * Products * Compensation Universal Life Whole Life Survivor Annual Renewable Term (ART

More information

A Review of the Advisors Resource, LLC Business Opportunity

A Review of the Advisors Resource, LLC Business Opportunity welcome. At Advisors Resource, we are very excited about forming this partnership with you.the following pages provide a general overview of how we can help your business succeed. Please don t hestitate

More information

TOP 15 & TOP 25 Program Details

TOP 15 & TOP 25 Program Details TERM TOP 15 & TOP 25 Program Details The Transamerica Opportunity Program (TOP) from Transamerica Financial Life Insurance Company offers qualifying clients an easier way to increase or extend their existing

More information

Must have been fully underwritten, with blood work, to qualify. If it was issued without blood work/analysis, it is not eligible.

Must have been fully underwritten, with blood work, to qualify. If it was issued without blood work/analysis, it is not eligible. UL TOP Program Details The Transamerica Opportunity Program (TOP) from Transamerica Life Insurance Company offers qualifying clients an easier way to increase or extend their existing term life coverage

More information

financial strength benchmarking of life insurance competitors

financial strength benchmarking of life insurance competitors financial strength benchmarking of life insurance competitors HC 1001 5-13 financial strength benchmarking of life insurance competitors Ameritas Mutual Holding Company s (Ameritas) core financial strength

More information

TERM LIFE INSURANCE. Carrier Name of Product Issue Ages Minimum Face Amount Riders

TERM LIFE INSURANCE. Carrier Name of Product Issue Ages Minimum Face Amount Riders TERM LIFE INSURANCE Carrier Name of Product Issue Ages Minimum Face Amount Riders American General AG Select - a - Term AG ROP Select-a-Term 10 Year: 20-70 15 Year: 20-70 16 Year: 20-70 17 Year: 20-70

More information

Prospect for New Sales, Without

Prospect for New Sales, Without Prospect for New Sales, Without Requiring Medical Exams! Product TransTerm SM Transamerica Opportunity Program (TOP) is now available on TransTerm SM 10, 15, 20, 25 or 30-year policies. Present clients

More information

Smoker/Non-Smoker Guidelines

Smoker/Non-Smoker Guidelines Page 1 of 7 American General Plus Non-Tobacco Non-Tobacco Standard Plus No tobacco for 5 years No tobacco for 4 years No tobacco for 3 years No tobacco for 2 years An occasional cigar smoker may qualify

More information

NAME OF PRODUCT ISSUE AGE MIN. FACE RIDERS

NAME OF PRODUCT ISSUE AGE MIN. FACE RIDERS TERM LIFE PRODUCTS NAME OF PRODUCT ISSUE AGE MIN. FACE RIDERS AMERICAN NATIONAL ANICO Select Term (10/15/20/30 Years) 10 Yr: 20-70 15 Yr: 20-65 20 Yr: 20-60 30 Yr: 20-50 $100,000 AMERICAN GENERAL AIG Select

More information

Term Insurance Update

Term Insurance Update Term Insurance Update November 19, 2009 Michael Fox, FSA, MAAA 2 nd Vice President Protective Life Insurance Term Insurance Update LIMRA 2 nd Quarter Sales Report Historical Rate Trends Redundant Reserves

More information

SALES AND SALES SUPPORT

SALES AND SALES SUPPORT Welcome to Crump Life Insurance Services! Offering you a world of insurance solutions and world-class service Advisor Group welcomes you to a new life insurance brokerage relationship with Crump Life Insurance

More information

Smoker/Non-Smoker Guidelines

Smoker/Non-Smoker Guidelines Page 1 of 8 American General Preferred Plus Non-Tobacco: No tobacco for 5 years Preferred Non-Tobacco: No tobacco for 3 years Standard Plus: No tobacco for 1 year Standard Non-Tobacco: No tobacco for 1

More information

AUTHORIZATION TO OBTAIN AND DISCLOSE INFORMATION INFORMAL INQUIRY NAME DOB SEX TOBACCO USE

AUTHORIZATION TO OBTAIN AND DISCLOSE INFORMATION INFORMAL INQUIRY NAME DOB SEX TOBACCO USE INFORMAL INQUIRY NAME DOB SEX TOBACCO USE ADDRESS CITY, STATE, ZIP HEIGHT WEIGHT SS# PLACE OF BIRTH DL# INSURANCE AMT $ PLAN OF INSURANCE (UL/SUL/TERM) INSURANCE IN-FORCE $/ INSURANCE CARRIERS REPLACEMENT/1035?

More information

Build Guidelines 1/2015

Build Guidelines 1/2015 Accordia Life Term Products: Accordia Life Permanent Products: AIG Genworth Financial Companies Ages 0-64 Genworth Financial Companies Ages 65+ Legal & General America Lincoln National MetLife The weights

More information

Term - Level Term Period

Term - Level Term Period Protective Custom Choice UL 8-14 $451.17 The policy may be replaced (subject to contract terms) without evidence of insurability with any company designated permanent plan of life insurance. The replacement

More information

Standard or Better TOP. Available Maximum Face Amount per Lifetime

Standard or Better TOP. Available Maximum Face Amount per Lifetime S E R I E S Top & Top Plus program details Two Programs with Accelerated Underwriting Transamerica Life Insurance Company offers two accelerated underwriting programs that enable qualifying applicants

More information

ORDINARY LIFE BUSINESS... 1 CREDIT LIFE BUSINESS... 2 GROUP LIFE BUSINESS... 3 INDUSTRIAL LIFE BUSINESS... 4 TOTAL LIFE BUSINESS...

ORDINARY LIFE BUSINESS... 1 CREDIT LIFE BUSINESS... 2 GROUP LIFE BUSINESS... 3 INDUSTRIAL LIFE BUSINESS... 4 TOTAL LIFE BUSINESS... YEAR 2011 ORDINARY LIFE BUSINESS... 1 CREDIT LIFE BUSINESS... 2 GROUP LIFE BUSINESS... 3 INDUSTRIAL LIFE BUSINESS... 4 TOTAL LIFE BUSINESS... 5 ORDINARY ANNUITIES BUSINESS... 6 GROUP ANNUITIES BUSINESS...

More information

All Companies - All Products

All Companies - All Products Selected Features: Accordia Life - Accordia Term Convertible to any permanent plan of insurance offered by the company without evidence of insurability, in the level term period or to age 75, if earlier.

More information

Annuity Market Update

Annuity Market Update Annuity Market Update Southeastern Actuaries Conference (SEAC) Fall Meeting Guillaume Briere-Giroux, FSA, MAAA, CFA November 15, 2012 AGENDA Agenda Sales trends Product trends Pricing and risk management

More information

Largest Life Insurers, by Total Assets, 2010 (thousands)

Largest Life Insurers, by Total Assets, 2010 (thousands) 11INDUSTRY RANKINGS The U.S. life insurance industry is made up of more than nine hundred companies with sales and operations across the country. Many of these companies are standalone entities, with no

More information

Standard or Better TOP. Available Maximum Face Amount per Lifetime

Standard or Better TOP. Available Maximum Face Amount per Lifetime Top & Top Plus program details Two Programs with Accelerated Underwriting Transamerica Life Insurance Company offers two accelerated underwriting programs that enable qualifying applicants to receive up

More information

Watch Date List List LT FSR

Watch Date List List LT FSR Issuer LT FSR ST FSR Outlook Watch Date List List AIG Annuity Insurance Company Aa1 STA AIG Life Insurance Company Aaa STA AIG SunAmerica Life Assurance Co Aaa P-1 STA AXA Equitable Life Insurance Aetna

More information

TOP and TOP Plus Programs 1

TOP and TOP Plus Programs 1 TOP and TOP Plus Programs If clients have been sold a term policy within the past 5 years and have been fully underwritten by an eligible carrier CLICK on the buttons below to view TOP and TOP Plus eligibility.

More information

Insurance Reborn... Launch Your Career. National Marketing Group, Inc. www.nmgins.com

Insurance Reborn... Launch Your Career. National Marketing Group, Inc. www.nmgins.com Insurance Reborn... National Marketing Group (NMG) is quickly adapting with the insurance industry to remain one of the top Managing General Agencies in the country. Creating innovative and revolutionary

More information

Build Guidelines 9/2015

Build Guidelines 9/2015 Accordia Life Term Products: Accordia Life Permanent Products: AIG Genworth Financial Companies Ages 0-64 Genworth Financial Companies Ages 65+ Legal & General America *For all underwriting classes, half-inch

More information

Preferred or Similar Standard or Similar

Preferred or Similar Standard or Similar TOP & TOP PLUS program details Two Programs with Accelerated Underwriting Transamerica Life Insurance Company offers two accelerated underwriting programs that enable qualifying applicants to receive up

More information

EEA Life Settlements Fund PCC Limited

EEA Life Settlements Fund PCC Limited EEA Fund Management (Guernsey) Limited EEA Life Settlements Fund PCC Limited Portfolio Statistics as at 31 March 2012 Valuation of the net asset value of all classes of participating shares in EEA Life

More information

AXA Financial

AXA Financial AXA in practice strategy implementation Extensive Choices Clients have access to the products and services of hundreds of companies through their AXA Advisors financial professional. Investment Companies

More information

Zoom through Underwriting with TOP 15 and TOP 25

Zoom through Underwriting with TOP 15 and TOP 25 Zoom through Underwriting with TOP 15 and TOP 25 Now you can help your clients steer clear of a lengthy underwriting process and accelerate placement of a new term policy with the Transamerica Opportunity

More information

USI Master Policy Information

USI Master Policy Information Policy I.D. Gender A.B. (#327) M 86 United of Omaha $ 1,000,000.00 A.B. (#430) - (#436) M 86 Metlife $ 2,000,000.00 A.G. #1 (#371), (#610), (#624) M Conseco Life $ 3,125,000.00 10/Apr/10 A.G. #2 (#380),

More information

OPTerm, PennTerm and Term Rider prices are increasing with applications received September 4 and later.

OPTerm, PennTerm and Term Rider prices are increasing with applications received September 4 and later. A LEGAL & GENERAL AMERICA AGENCY COMMUNICATION TO: LEGAL & GENERAL AMERICA GENERAL AGENTS FROM: FRANK GENCARELLI, SVP, SALES AND MARKETING DATE: AUGUST 6, 2012 OPTerm, PennTerm and Term Rider prices are

More information

Approved Annuity and Insurance Carriers

Approved Annuity and Insurance Carriers Corporation Approved Annuity and Insurance Carriers Top Companies. Underwriting. Products. Compensation Universal Life Whole Life Survivor Annual Renewable Term (ART) Level Term 5-10-15-20-25-30 ROP Term

More information

Hospital Indemnity Equitable/Heartland National GTL Medico Washington National. Cancer GTL Medico UTA Washington National

Hospital Indemnity Equitable/Heartland National GTL Medico Washington National. Cancer GTL Medico UTA Washington National Medicare Supplement Aetna Health and Life Ins. American Continental/ Central States Indemnity Continental Life Anthem (BC/BS) Cigna American Retirement Life Insurance Company Equitable Forethought GPM

More information

Informal Inquiry Not an Application for Life Insurance

Informal Inquiry Not an Application for Life Insurance Print Form Informal Inquiry Not an Application for Life Insurance Date: Producer: Face Amount: Product Type: PERSONAL INFORMATION Applicant: Male Female DOB: SS#: Driver s License #: Place of Birth: Street

More information

TERM CONVERSION PRIVILEGES

TERM CONVERSION PRIVILEGES Accordia Accordia American General American General American General AXA Term Annual Renewable Term Select A Term ROP Term AG Ultra One Bright Life Term Earlier of level period or age 75 Earlier of ten

More information

Licensed Companies filing on Life/Health Blank Ordinary Life Business in Mississippi for Year Ended 12/31/2008

Licensed Companies filing on Life/Health Blank Ordinary Life Business in Mississippi for Year Ended 12/31/2008 Licensed Companies filing on Life/Health Blank Ordinary Life Business in Mississippi for Year Ended 12/31/2008 Premiums Market Death State Farm Life Insurance Company 48,151,576 5.98% 21,763,634 Southern

More information

Your Framework for Financial Planning that includes Life Insurance and Fixed Annuities...

Your Framework for Financial Planning that includes Life Insurance and Fixed Annuities... Your Framework for Financial Planning that includes Life Insurance and Fixed Annuities... Clients look to their Advisor to provide a financial blueprint that will create a lifetime of financial security.

More information

the world of AXA a guided tour

the world of AXA a guided tour the world of AXA a guided tour AXA around the world In 25 years, we have acquired strong positions, becoming the world s leading insurance brand.1 AXA Advisors, LLC benefits from being a part of a global

More information

Largest Life Insurers, by Total Assets, 2014 (thousands)

Largest Life Insurers, by Total Assets, 2014 (thousands) 11INDUSTRY RANKINGS The U.S. life insurance industry in 2014 is made up of 830 companies with sales and operations across the country. Many of these companies are stand-alone entities, with no life insurer

More information

Beyond Ratings: An Alternative Approach to Analyzing Life Insurance Financial Strength

Beyond Ratings: An Alternative Approach to Analyzing Life Insurance Financial Strength keeping trusts on track Beyond Ratings: An Alternative Approach to Analyzing Life Insurance Financial Strength A Session Specifically Designed for The ITM TwentyFirst University Wednesday, May 4, 2016

More information

How To Disclose Your Compensation From A Company To You

How To Disclose Your Compensation From A Company To You Additional Compensation/Conflict of Interest Disclosure Statement At Centaurus Financial, Inc. ( Centaurus, we, or our ) we receive additional compensation from numerous sources related to investment products

More information

Approved Annuity and Insurance Carriers

Approved Annuity and Insurance Carriers Approved Annuity and Insurance Carriers Top Companies. Underwriting. Products. Compensation Universal Life Whole Life Survivor Annual Renewable Term (ART) Level Term 5-10-15-20-25-30 ROP Term Fixed Annuities

More information

TOP and TOP Plus. Standard or Better

TOP and TOP Plus. Standard or Better TOP and TOP Plus Program Details PRODUCT TransTerm SM Two Programs with Accelerated Underwriting Transamerica Life Insurance Company now offers two accelerated underwriting programs that enable qualifying

More information

Estate Planner s View of Life Insurance and Annuities

Estate Planner s View of Life Insurance and Annuities Estate Planner s View of Life Insurance and Annuities for Medium-size Estates Michael F. Amoia, JD, LLM (Tax), CFP, CLU, ChFC Vice President, Advanced Sales Crump Life Insurance Services For Training Purposes

More information

Licensed Companies filing on Life/Health Blank Ordinary Annuity Business in Mississippi for Year Ended 12/31/2003

Licensed Companies filing on Life/Health Blank Ordinary Annuity Business in Mississippi for Year Ended 12/31/2003 Licensed Companies filing on Life/Health Blank Ordinary Annuity Business in Mississippi for Year Ended 12/31/2003 Premiums Market Annuity Lincoln National Life Insurance Company, The 93,252,084 12.11%

More information

Single Premium Immediate Annuities Last update November 24, 2014

Single Premium Immediate Annuities Last update November 24, 2014 AIG Annuities Allianz American National Genworth Genworth NY Amer. Pathway Immediate Immediate Annuity Palladium Immediate Annuity SL Income Provider SL Income Provider NY A Best A Best A Best A Best A

More information

2008 Georgia Individual Guaranteed Renewable A&H writers - Life Insurers, P&C Insurers, Health Insurers, HMOs

2008 Georgia Individual Guaranteed Renewable A&H writers - Life Insurers, P&C Insurers, Health Insurers, HMOs (This report is presented in descending order, by ) 54801 Blue Cross Blue Shield of Ga Inc 570,668,185 60380 AFLAC 182,697,185 96237 Kaiser Found Hlth Plan of GA Inc 87,745,778 70025 Genworth Life Ins

More information

ORDINARY LIFE BUSINESS... 1 CREDIT LIFE BUSINESS... 2 GROUP LIFE BUSINESS... 3 INDUSTRIAL LIFE BUSINESS... 4 TOTAL LIFE BUSINESS...

ORDINARY LIFE BUSINESS... 1 CREDIT LIFE BUSINESS... 2 GROUP LIFE BUSINESS... 3 INDUSTRIAL LIFE BUSINESS... 4 TOTAL LIFE BUSINESS... YEAR 2014 ORDINARY LIFE BUSINESS... 1 CREDIT LIFE BUSINESS... 2 GROUP LIFE BUSINESS... 3 INDUSTRIAL LIFE BUSINESS... 4 TOTAL LIFE BUSINESS... 5 ORDINARY ANNUITIES BUSINESS... 6 GROUP ANNUITIES BUSINESS...

More information

Life Insurance Portfolio. Foundations for Life. You ll discover real differences with us

Life Insurance Portfolio. Foundations for Life. You ll discover real differences with us Life Insurance Portfolio Foundations for Life You ll discover real differences with us For broker/dealer use only. Information contained in this booklet is not to be used with the general public. All competitive

More information

2013 Insurer Supplier Diversity (ISD) Data Call LIST: 206 Insurance Companies Listed under Group, Arranged by Group Premium (Largest to Smallest)

2013 Insurer Supplier Diversity (ISD) Data Call LIST: 206 Insurance Companies Listed under Group, Arranged by Group Premium (Largest to Smallest) 2013 Insurer Supplier Diversity (ISD) Data Call LIST: 206 Insurance Companies Listed under Group, Arranged by Group Premium (Largest to Smallest) GROUP NAME (and Insurance Companies Reporting Together)

More information

Lincoln Special Exchange Program

Lincoln Special Exchange Program Lincoln Special Exchange Program External term to perm Make the switch to affordable guaranteed protection If your clients want more than what their term policies offer, now s a great time to step up to

More information

TimeSaver. A proven solution for your impaired risk cases

TimeSaver. A proven solution for your impaired risk cases TimeSaver TM A proven solution for your impaired risk cases The Crump TimeSaverTM is the most widely accepted preliminary inquiry in the industry. This powerful tool helps identify the right solution for

More information

Approved Annuity and Insurance Carriers

Approved Annuity and Insurance Carriers Corporation Approved Annuity and Insurance Carriers Top Companies. Underwriting. Products. Compensation Universal Life Whole Life Survivor Annual Renewable Term (ART) Level Term 5-10-15-20-25-30 ROP Term

More information

Oregon Insurance Complaints

Oregon Insurance Complaints CONSUMER GUIDE AUTO HE ALTH HOMEOWNER Oregon Insurance Complaints from calendar year 2013 LIFE ANNUITIES LONG-TERM CARE Oregon Department of Consumer and Business Services Insurance Division About the

More information

Informal Inquiry. Name Soc. Sec. # BISYS Agent ID Phone No. Address City State Zip Fax No. Email Address

Informal Inquiry. Name Soc. Sec. # BISYS Agent ID Phone No. Address City State Zip Fax No. Email Address page 1 of 5 Preliminary Inquiry Not an application for life insurance. This Informal Inquiry form is used exclusively to gather specific information on a proposed insured s medical history and other factors

More information

We appreciate the opportunity to work with you on your insurance business! We want the setup process to be as easy for you as possible!

We appreciate the opportunity to work with you on your insurance business! We want the setup process to be as easy for you as possible! Dear Valued Agent Partner, We appreciate the opportunity to work with you on your insurance business! We want the setup process to be as easy for you as possible! In order to set you up to write business

More information

Commission Grid. Whole Life UL / IUL

Commission Grid. Whole Life UL / IUL Whole Life UL / IUL Commission Grid American General: Elite UL 1st year 65.00% renewal 1.75% excess 1.75% Secure Lifetime GUL 1st year 65.00% renewal 1.75% excess 0.00% Elite Transition UL 1st year 40.00%

More information

Market Overview. September 23, 2004

Market Overview. September 23, 2004 Market Overview September 23, 2004 Agenda Overview : US Market Annuity Sales Annuity Market Competition AXA Financial Annuity Market Share and Rank Life Sales Life Insurance Market Competition AXA Financial

More information

Limited to term cases with face amounts of $750,000 or greater, or permanent cases with face amounts of $500,000 or greater

Limited to term cases with face amounts of $750,000 or greater, or permanent cases with face amounts of $500,000 or greater TimeSaverTM A proven solution for your impaired risk cases The Crump TimeSaver TM is the most widely accepted preliminary inquiry in the industry. This powerful tool helps identify the right solution for

More information

Florida Office of Insurance Regulation. 2013 Report on Life Insurance Limitations Based on Foreign Travel Experiences

Florida Office of Insurance Regulation. 2013 Report on Life Insurance Limitations Based on Foreign Travel Experiences Florida 2013 Report on Life Insurance Limitations Based on Foreign Travel Experiences March 1, 2013 EXECUTIVE SUMMARY The Freedom to Travel Law, Section 626.9541(1)(dd), Florida Statutes, enacted in 2006,

More information

EXTERNAL EXCHANGE / CONVERSION PROGRAMS

EXTERNAL EXCHANGE / CONVERSION PROGRAMS Carrier Program Type of Program Exchange Products EXTERNAL EXCHANGE / CONVERSION PROGRAMS Issue Ages (on New Product) Minimum Face Maximum Face Original Policy Issue (Prior to Exchange) 01-2013 Original

More information

Volume LIFE DIVISION AGENT GUIDE

Volume LIFE DIVISION AGENT GUIDE Volume 1 LIFE DIVISION AGENT GUIDE Top 10 reasons to do business with Levinson & Associates 1. Free agent websites with lead capture 2. Highly discounted E&O program for our agents only 3. Highly discounted

More information

Missouri Department of Insurance, Financial Institutions & Professional Registration 2008 Complaint Report Life Insurance & Annuities

Missouri Department of Insurance, Financial Institutions & Professional Registration 2008 Complaint Report Life Insurance & Annuities Report Life Insurance & Annuities Indices 100 Report Life and Annuity Indices Code Name s Annual 77879 5 Star Life Insurance Company 0 $1,761,642 0.0% 0 71854 AAA Life Insurance Company 0 $2,279,598 0.0%

More information

RETIREMENT PLAN BROKERAGE SERVICES ERISA 408(B)(2) DISCLOSURE INFORMATION APPLICABLE FOR ERISA RETIREMENT PLANS

RETIREMENT PLAN BROKERAGE SERVICES ERISA 408(B)(2) DISCLOSURE INFORMATION APPLICABLE FOR ERISA RETIREMENT PLANS This information is being provided to you as the sponsor or other responsible fiduciary of a retirement plan ( Plan ) subject to the Employee Retirement Income Security Act of 1974 ( ERISA ) that maintains

More information

Licensed Life Writers in Virginia in 2014

Licensed Life Writers in Virginia in 2014 d Life Writers in Virginia in 2014 Rank 1 0869 66168 MINNESOTA LIFE INSURANCE COMPANY $263,873,272 6.81% 6.81% 2 0860 67091 NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY THE $234,141,171 6.04% 12.85% 3 0241

More information

J.D. Power Reports: Gen Y Least Satisfied among Generational Segments with Homeowners and Renters Insurance

J.D. Power Reports: Gen Y Least Satisfied among Generational Segments with Homeowners and Renters Insurance J.D. Power Reports: Gen Y Least Satisfied among Generational Segments with Homeowners and Renters Insurance Amica Mutual Ranks Highest in Homeowners Insurance Customer Satisfaction; GEICO Ranks Highest

More information

Life Insurance Review

Life Insurance Review Life Insurance Review As a financial professional, you understand the importance of preparing for the unexpected... as well as for the inevitable. Your clients insurance portfolio should be reviewed periodically

More information

Orange County Brokerage Insurance Services, Inc.

Orange County Brokerage Insurance Services, Inc. Orange County Brokerage Insurance Services, Inc. Serving the needs of independent insurance agents, financial planners, and stockbrokers since 1976. Services Companies Personnel Products Administrative

More information

CPS. Contracting & Appointment Instructions. Midwest Life Brokerage Kristopher T. Smith (630) 428-7640 Phone E:Mail: Kris@mw1b.

CPS. Contracting & Appointment Instructions. Midwest Life Brokerage Kristopher T. Smith (630) 428-7640 Phone E:Mail: Kris@mw1b. CPS INSURANCE SERVICES Contracting & Appointment Instructions In order to complete your contracting request, please complete the following contracting questionnaire. This information will be entered into

More information

Principal Term Life Insurance. Affordable protection to help drive sales. Sales guide

Principal Term Life Insurance. Affordable protection to help drive sales. Sales guide Principal Term Life Insurance Affordable protection to help drive sales Sales guide Term insurance offers many advantages Target market Term insurance is ideal for individuals who need: > To provide money

More information

Michigan Life & Health Insurance Guaranty Association

Michigan Life & Health Insurance Guaranty Association Michigan Life & Health Insurance Guaranty Association 1640 Haslett Road, Suite 160 Haslett, MI 48840-8683 telephone 517-339-1755 fax 517-339-5500 email jcolpean@milifega.org To: Member Company Michigan

More information

UNIVERSAL CONTRACTING INSTRUCTIONS:

UNIVERSAL CONTRACTING INSTRUCTIONS: UNIVERSAL CONTRACTING INSTRUCTIONS: 1. Please complete all requested items. If Universal Contracting is returned incomplete, it will increase processing time. Please scrub the documents prior to submission.

More information

INDEXED LIFE INSURANCE

INDEXED LIFE INSURANCE INDEXED LIFE INSURANCE Carrier Product Issue Ages Minimum DB Index Strategy Riders '12-2012 Allianz Life Pro+ 0-80 $100,000 Indexes include: S&P 500 Nasdaq-100 Blended Index Blended Index with annual floor

More information

Completion of a fact finder will accelerate the underwriting process

Completion of a fact finder will accelerate the underwriting process QUICK FACT-FINDER TOOLS All personal information protected by HIPPA regulations (see HIPPA form attached with supplemental forms) Completion of a fact finder will accelerate the underwriting process Name:

More information

UNIVERSAL LIFE INSURANCE

UNIVERSAL LIFE INSURANCE UNIVERSAL LIFE INSURANCE Carrier Name of Product Issue Ages Minimum Face Amount Riders AG Secure Lifetime (GUL) 18-80 $100,000 Children's Insurance Benefit Spouse/Other Insured Rider Terminal Illness Rider

More information

Approved Annuity and Insurance Carriers

Approved Annuity and Insurance Carriers Corporation Approved Annuity and Insurance Carriers Top Companies. Underwriting. Products. Compensation Universal Life Whole Life Survivor Annual Renewable Term (ART) Level Term 5-10-15-20-25-30 ROP Term

More information

FIXED ANNUITY PRODUCTS

FIXED ANNUITY PRODUCTS Allianz AMBest A; S&P AA; Comdex 85; $68.6Bil Allianz AMBest A; S&P AA; Comdex 85; $68.6Bil American National Am Best A; S&P AA; Comdex 94; $13.8Bil American National Am Best A; S&P AA; Comdex 94; $13.8Bil

More information

OTHER ACCIDENT ONLY BUSINESS... 22 ALL OTHER A&H BUSINESS... 23 TOTAL OTHER INDIVIDUAL CERT... 24

OTHER ACCIDENT ONLY BUSINESS... 22 ALL OTHER A&H BUSINESS... 23 TOTAL OTHER INDIVIDUAL CERT... 24 ORDINARY LIFE BUSINESS... 1 CREDIT LIFE BUSINESS... 2 GROUP LIFE BUSINESS...... 3 INDUSTRIAL LIFE BUSINESS... 4 TOTAL LIFE BUSINESS... 5 ORDINARY ANNUITIES BUSINESS...... 6 GROUP ANNUITIES BUSINESS...

More information

Additional Compensation/Conflict of Interest Disclosure Statement

Additional Compensation/Conflict of Interest Disclosure Statement Additional Compensation/Conflict of Interest Disclosure Statement At Centaurus Financial, Inc. ( Centaurus, we, or our ) we receive additional compensation from numerous sources related to investment products

More information

PARTNERVEST CONTACTS. INSURANCE SPECIALIST Fixed Annuity, Life & LTC for ANY CARRIER

PARTNERVEST CONTACTS. INSURANCE SPECIALIST Fixed Annuity, Life & LTC for ANY CARRIER INSURANCE GROUP LLC Partnervest Insurance Group works directly with our team of Advanced Insurance Specialists who are in the field bringing you up to date planning ideas from a broad spectrum of Insurance

More information

How To Get A Travel Insurance Policy

How To Get A Travel Insurance Policy INDEX Executive Summary...3 Summary of Company Responses...4 Examinations and Consumer Complaints...7 List of Companies Asking Travel Related Questions...8 Section 626.9541(1)(dd), Florida Statutes: Life

More information

Life Settlement application and Checklist

Life Settlement application and Checklist and Checklist Page 1 of 7 Life Settlement Checklist Please make sure to complete each section in its entirety. Missing information will delay our ability to market your case and ultimately secure a settlement

More information

Accordia Life Assumption Mailings Start in July Learn more. Time Tested Experience Learn more. Financial Perks of Turning 50 Learn more.

Accordia Life Assumption Mailings Start in July Learn more. Time Tested Experience Learn more. Financial Perks of Turning 50 Learn more. Accordia Life Assumption Mailings Start in July Now that Accordia Life has been launched, they will begin transitioning in-force life insurance policies from Athene (previously Aviva) to Accordia Life.

More information

AIS CARFAGNO INSURANCE SERVICES - Trial Submission Datasheet Instructions on how to get the most out of your Informal Inquiries:

AIS CARFAGNO INSURANCE SERVICES - Trial Submission Datasheet Instructions on how to get the most out of your Informal Inquiries: AIS Instructions on how to get the most out of your Informal Inquiries: 1.) 2.) 3.) 4.) In addition to the completed datasheet, all inquiries and cases that are to be shopped Informally by Carfagno Insurance

More information

Life Insurer Financial Profile

Life Insurer Financial Profile Life Insurer Financial Profile Company Ratings A.M. Best Company (Best's Rating, 15 ratings) Standard & Poor's (Financial Strength, 20 ratings) Moody's (Financial Strength, 21 ratings) Fitch Ratings(Financial

More information

State of Oregon Office of Insurance Commissioner 2014 Oregon Market Share Line of Business: Life - Life Insurance

State of Oregon Office of Insurance Commissioner 2014 Oregon Market Share Line of Business: Life - Life Insurance 2014 Oregon Page 1 of 9 4 Ever Life Ins Co 80985 IL $0 $0 $23 $0 $23 0.00% 5 Star Life Ins Co 77879 LA $90 $0 $1,374 $0 $1,464 0.13% AAA Life Ins Co 71854 MI $1,847 $0 $2,076 $0 $3,923 0.34% Ability Ins

More information

TOTAL LIFE AND ANNUITY POLICIES FOR 2012 TOTAL NUMBER OF CONFIRMED COMPLAINTS FOR 2012 COMPLAINT INDEX

TOTAL LIFE AND ANNUITY POLICIES FOR 2012 TOTAL NUMBER OF CONFIRMED COMPLAINTS FOR 2012 COMPLAINT INDEX 2012 LIFE AND ANNUITY COMPLAINT INDEX Please note that when a carrier has a small number of policies in force, the complaint ratio will be large. For example, if a company has a few hundred policies in

More information

Oregon Insurance Complaints

Oregon Insurance Complaints CONSUMER GUIDE AUTO HE ALTH HOMEOWNER Oregon Insurance Complaints from calendar year 2014 LIFE ANNUITIES LONG-TERM CARE Oregon Department of Consumer and Business Services Insurance Division In compliance

More information

Part II Summary of Company Data

Part II Summary of Company Data Part II Summary of Company Data This section of the Texas Department of Insurance s 137th Annual Report summarizes the agency s company licensing activities during fiscal year 2012, including issuance

More information

Fitch stated that Nationwide Life s risk-adjusted capitalization is considered strong relative to its peers.

Fitch stated that Nationwide Life s risk-adjusted capitalization is considered strong relative to its peers. Rating Action: Nationwide (Affirmed) On August 25, Fitch Ratings affirmed the A (Strong) insurer financial strength ratings of Nationwide Life Insurance Co. (Nationwide Life). The rating outlook is stable.

More information

FIUL web banner ads are now available, giving you another way to market to prospective clients. Learn more.

FIUL web banner ads are now available, giving you another way to market to prospective clients. Learn more. Accordia Life Accordia Life Launches New Underwriting Program On May 1st, Accordia Life launched a new underwriting program called Accordia Life Credits, which is a robust, personalized underwriting program

More information

How to Choose a Life Insurance Company

How to Choose a Life Insurance Company How to Choose a Life Insurance Company A Guide through Financial Data and Industry Information The Guardian Life Insurance Company of America New York, NY 10004-4025 Table of Contents Page 1. Mutuality...

More information

Senior Account Executive. Privacy Officer. Vice President, Life & Health Insurance

Senior Account Executive. Privacy Officer. Vice President, Life & Health Insurance Title Senior Account Executive Privacy Officer, Life & Health Insurance Sales Executive Director, Insurance and Healthcare Analytics Group and Global Head of Consulting & Analytics VP Consulting & Analytics

More information

Service Standards: Trial Application Process

Service Standards: Trial Application Process Service Standards: Trial Application Process QUALIFICATIONS REQUIRED TO MEET TRIAL PROCESS Initial meeting has occurred between agent and the client and the trial need has been identified. Anticipated

More information