Approved Annuity and Insurance Carriers
|
|
|
- Kenneth Black
- 8 years ago
- Views:
Transcription
1 Corporation Approved Annuity and Insurance Carriers Top Companies. Underwriting. Products. Compensation Universal Life Whole Life Survivor Annual Renewable Term (ART) Level Term ROP Term Fixed Annuities Long Term Care Med Sup and Critical Illness Linked Benefits Disability Income Impaired Risk Cases Individual Insurance Group Insurance Property & Casualty Agent s E&O Insurance Leads Web CE CE Class Information & DOI Access Date:
2 Permanent Insurance provides the following permanent insurance carriers. Carriers shown may not be available in your state. Please check for availability before proceeding. Accumulation Universal Life (Current Assumption) ING-ReliaStar Life ING-ReliaStar Life of NY Jackson National Life N orth American Security Mutual Life of NY High Early Cash Value UL Allianz High Early Cash Value SUL Indexed Survivorship Universal Life Allianz Indexed Universal Life Allianz & Annuity Co. of NY Fidelity & Guaranty Life Fidelity & Guaranty Life of New York ING-ReliaStar Life Western Reserve Life Limited Pay Whole Life Lafayette Life (Simplified Issue avail.) Non-Par Whole Life (Simplified Issue) (Simplified Issue) Foresters (Simplified Issue) (conversions only) United Home Life (Simplified Issue avail.) (Simplified Issue) Par Whole Life Lafayette Life Metropolitan Life Security Mutual Life of NY Simplified/Guaranteed Issue American Continental ((Multi Life) Fidelity & Guaranty Life Fidelity & Guaranty Life of New York Foresters Lafayette Life (Multi Life) Oxford Life Presidential United Home Life Single Premium Universal Life Single Premium Whole Life Lafayette Life Survivorship Universal Life (Current Assumption) ING-ReliaStar Life of NY Survivorship Universal Life w/ Lifetime Guarantees & Annuity Co. of NY ING-ReliaStar Life ING-ReliaStar Life of NY Security Mutual Life of NY Survivorship Whole Life Universal Life w/ Lifetime Guarantees Allianz & Annuity Co. of NY Banner/Legal & General America Foresters ING-ReliaStar Life ING-ReliaStar Life of NY Jackson National Life Metropolitan Life United States of Life NY William Penn/Legal & General America
3 Term Insurance provides the following term insurance carriers. Carriers shown may not be available in your state. Please check for availability before proceeding. 1 Year Term (ART) & Annuity Co. of NY 5 Year Term 10 Year Term Allianz Life Ameritas & Annuity Co. of NY Banner/Legal & General America Foresters ING-ReliaStar Life ING-ReliaStar Life of NY Jackson National Life Security Mutual Life of NY William Penn/Legal & General America 15 Year Term Banner/Legal & General America ING-Reliastar Life ING-Reliastar Life of NY Jackson National Life Security Mutual Life of NY William Penn/Legal & General America 20 Year Term Allianz Life Ameritas & Annuity Co. of NY Banner/Legal & General America Foresters ING-Reliastar Life ING-Reliastar Life of NY Jackson National Life (20/10 Year Term) Security Mutual Life of NY United Home Life William Penn/Legal & General America 25 Year Term Lincoln Life & Annuity Co. of NY 30 Year Term Ameritas & Annuity Co. of NY Banner/Legal & General America Foresters ING-Reliastar Life ING-Reliastar Life of NY Jackson National Life United Home Life William Penn/Legal & General America Return of Premium ING-Reliastar Life Prudential Life United Home Life Survivorship Term Simplified Issue Term Guarantee Trust Life United Home Life
4 Variable Universal Life provides the following variable universal life carriers. Carriers shown may not be available in your state. Please check for availability before proceeding. Variable Universal Life Lincoln Life and Annuity Company of NY Metropolitan Life (NY) Security Life of Denver (ING) Western Reserve Life Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 26 West Dry Creek Circle, Suite 575, Littleton, CO 80120,
5 Annuity has a complete portfolio of traditional and specialty annuity products. We understand the marketplace and work hard to keep you informed of the changes in the industry and product enhancements. Carriers shown may not be available in your state. Please check for availability before proceeding. Top Rated Carriers Expanded Product Portfolio Available Expert Analysis on Complex Annuity Cases Detailed Case Management (including 1035 tracking) Support for Sales Presentations and Product Comparisons Tools Available on Internet (forms, product information and status) Competitive Compensation Carriers Represented * Allianz Life Allianz Life of NY American Equity Athene Annuity (formerly Liberty Life) EquiTrust Fidelity & Guaranty (formerly Old Mutual) Fidelity & Guaranty of NY (formerly Old Mutual of NY) First Symetra National of NY Forethought Life of New York Gleaner Life Great American Life ING USA Integrity Life Lafayette Life National Integrity (VT, ME, NH, & NY) National Western Presidential Reliance Standard Reliastar Life of NY Standard Life of OR Symetra Life Western National Life Credit Union/Bank Programs ** Rated Age Annuities * Additional carriers available upon request ** Private Label products available
6 Long Term Care Insurance provides a complete portfolio of top rated insurance carriers and products to meet even the most demanding client s needs. We understand the industry and make sure your clients receive the best coverage every time, regardless of obstacles. Carriers shown may not be available in your state. Please check for availability before proceeding. Individual and Multi-Life Access to Multiple Carrier Product Lines Effective Product Training Pre-underwriting Support Quotes, Illustrations, Marketing Materials Top Notch Sales Support and Case Management Timely and Comprehensive Live Service 24 Hour On-line Status and Access to Forms, Licensing, and Marketing Materials Best Commissions LTCi Carriers Represented Lincoln Financial Group/MoneyGuard Mass Mutual MedAmerica Mutual of Omaha Transamerica Linked Benefits Lincoln Financial Group/MoneyGuard OneAmerica (State Life) Critical Illness/Emergency Care Carriers Represented Mutual of Omaha Medicare Supplement American Continental Anthem Continental Life Forethought Gerber Life Heartland Mutual of Omaha United Health Care United World Medicare Advantage Anthem United Health Care Medicare Part D Anthem Heartland United Health Care
7 Disability provides a complete Disability portfolio of top rated insurance carriers and products to meet even the most demanding client s needs. We understand the industry and make sure your client receives the best coverage every time, regardless of obstacles. Carriers shown may not be available in your state. Please check for availability before proceeding. Product Portfolio Individual DI Business Overhead Expense Buy- Sell Disability Blue Collar Impaired Risk High Limit Coverage Pension Supplement Key Person Disability Guarantee/Guarantee to Issue Multi-Life Discounts Individual/Group Combo Carriers Represented Assurity Fidelity Security Life MassMutual MetLife Mutual of Omaha Petersen International Standard Life of OR
8 Individual Insurance provides a complete Individual Insurance portfolio of top rated insurance carriers and products to meet even the most demanding client s needs. We understand the industry and make sure your client receives the best coverage every time, regardless of obstacles. Health Care Major Medical Plans Medicare Advantage Plans Medicare Supplements Short Term Health Insurance Standalone Drug, Dental and Vision Medicare Part D-Drug Coverage Please contact the experts at for consultation on the appropriate carriers that are available in your state.
9 Group Insurance provides a complete Group Insurance portfolio of top rated insurance carriers and products to meet even the most demanding client s needs. We understand the industry and make sure your client receives the best coverage every time, regardless of obstacles. AD&D Dental Health Life Long Term Care Long Term Disability Short Term Disability Vision Please contact the experts at for consultation on the appropriate carriers that are available in your state.
10 Property & Casualty provides a complete Property & Casualty portfolio of top rated insurance carriers and products to meet even the most demanding client s needs. We understand the industry and make sure your client receives the best coverage every time, regardless of obstacles. Business Owners Policies Commercial Auto Personal Auto Pet Insurance Regular Homeowners Unemployment Insurance Workers Compensation Please contact the experts at for consultation on the appropriate carriers that are available in your state.
11 Our Web Site: strives to keep our web site up-to-date and informative. We think it makes doing business with us much easier when our brokers are knowledgeable and well informed. The following sections are available for your convenience: Contact Us Carrier/State Specific Applications Term Life Product Quote Engine Permanent Product Search Engine Permanent Product Quote Request Annuity Product Quote Request Annuity Rates & Search Annuity Hot Sheets Indexed Annuity Calendar Long Term Care Quote Request Long Term Care Quote Engine Disability Product Quote Request On-Line Status Available 24/7 Carrier/Product Information Carrier Financial Ratings Impaired Risk Underwriting Forms Agent Appointment Paperwork Financial Needs Analysis Tools Advanced Sales Concepts/Articles Current Promotions Sales and Policy Owner Forms Agent Tools Paramed On-Line Access
12 Brokerage was founded by people who understand brokerage and the need to provide world-class service, underwriting and compensation to the marketplace. Our mission statement is simple. We exist to serve both you and your client to ensure that all parties interests are satisfied along the way. There are too many choices out there for the independent financial advisor and estate planner. By understanding your client s needs, can arm you with the best solution every time. From case design to policy delivery, communication is the key to success, both yours and ours. Term Life Fixed Universal Life Variable Universal Life Whole Life Survivorship Life Fixed and Indexed Annuities Variable Annuities Long Term Care Insurance Mortgage Products Bank Owned Life Insurance Group/Individual Disability Income 412i Defined Benefit Plans Premium Financed Life Insurance Financial Institution Products
13 By offering over 100 of the finest insurance companies, has access to some of the best advanced sales attorneys and case design professionals in the business. Objectivity is extremely important to your client and to the continued success of our planners and financial advisors. By understanding your client s needs, can arm you with the best solution every time. From case design to policy delivery, communication and education are the keys to success, both yours and ours. Life Insurance Annuities Group/Individual Long Term Care Products Mortgage Products Bank Owned Life Insurance (BOLI) Corporate Owned Life Insurance (COLI) Group/Individual Disability Income Defined Benefit Plans Defined Contribution Plans Life Settlements Premium Finance Executive Carve Out Plans Deferred Compensation Accounts Receivable Financing SPIA Funded Life Insurance Restrictive Endorsement Bonus Arrangement (REBA) Supplemental Executive Retirement Plan (SERP)
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
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
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
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
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
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
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.
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
For Agent/Broker use only not intended for use in solicitation of sales to the public. Products and programs offered through BISYS are not approved
A Profitable Partnership with BISYS December, 2001 The partnership of BISYS and The Planners Network (TPN) provides shareholders and representatives with: The broadest and most competitive array of insurance
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
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
THE MIDDLE MARKET: HOW TO SELL TO THIS MARKET
THE MIDDLE MARKET: HOW TO SELL TO THIS MARKET Mark Costello, FSA, MAAA 2 nd Vice President and Marketing Actuary Munich Re November 18, 2010 Agenda Define the market Distribution issues Product issues
Life Approved Carrier List (11.17.11) Carrier Company Rating Product
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
2015/16 Carriers At-A-Glance Insurance Marketing Since 1972 for Life, DI, CI, Annuity, LTC, Life Settlements & Accident
2015/16 Carriers At-A-Glance Insurance Marketing Since 1972 for Life, DI, CI, Annuity, LTC, Life Settlements & Accident Term Coverage Carrier Product E-App Drop Ticket Lightning Issue Term Select a Term
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
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
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
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
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)
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
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
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
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...
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
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.
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
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
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.
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
CENCO STREET JOURNAL. How to Build a Successful Annuity Business. Check Out The Cenco Website: www.cencoinsurance.com
A Special Publication for CENCO Related Agents CENCO STREET JOURNAL Check Out The Cenco Website: www.cencoinsurance.com You will have access to: Quotes Forms Introduc on Kits for Our Core Carriers Archived
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
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
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
STREAMLINED UNDERWRITING FOR THE MIDDLE MARKET & ITS IMPACT ON PRODUCT PRICING
STREAMLINED UNDERWRITING FOR THE MIDDLE MARKET & ITS IMPACT ON PRODUCT PRICING Gregory Brandner, FSA, MAAA Assistant Vice President and Pricing Actuary Munich Re June 24, 2011 Agenda Definitions Distribution
2004 Consumer Complaint Ratio Report
Consumer Report A Consumer s Guide to s Against Kansas Insurance Companies Home Table of Contents Message from Commissioner Praeger 2 About the Report 3 Auto User s Guide 4-5 Report Limitations 6 Accident
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...
2013 Conference Attendees. Social Media Subject Matter Expert
2013 Conference Attendees Company Actiance Actiance, Inc. Actiance, Inc. Alabama Department of Insurance Insurance Company of North America Services Allstate Life Insurance Company American Amicable Life
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
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
Life Insurers, P&C Insurers, Health Insurers, HMOs
(This report is presented in descending order, by ) 79413 UNITEDHEALTHCARE INS CO 635,749,619 60054 AETNA LIFE INS CO 186,141,765 61271 PRINCIPAL LIFE INS CO 176,081,816 65978 METROPOLITAN LIFE INS CO
P A C E S P I TOP PICKS. www.pipaclife.com 1521 Technology Parkway Cedar Falls, IA 50613
P I P A C L I F E S TOP PICKS 2016 www.pipaclife.com 1521 Technology Parkway Cedar Falls, IA 50613 Table of Contents Table of Contents Whole Life... 3 Index Universal Life... 4 Guaranteed Universal Life...
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...
Lincoln universal and term life insurance portfolio at-a-glance
FOR LIFE Universal and Term Life Insurance Lincoln universal and term life insurance portfolio at-a-glance Product Menu The Lincoln National Life Insurance Company Lincoln Life & Annuity Company of New
Health Companies. Life Companies
Group A&H Written in Georgia 2009 by Various Insurer Types ( listed in descending order by premium written within company type) Health Companies Group Code Georgia 2009 Direct Premiums Written, Group Health
How LTC Hybrid Products Really Work. Hybrids for Dummies
How LTC Hybrid Products Really Work Hybrids for Dummies AALTCI Producers Summit April 2011 Scott D. Boyd, LTCP, CSA V.P. LTC The National Benefit Corp This presentation is for Producer Use Only Not intended
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
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
Protection. Accumulation
THE ALLSTATE PRODUCT BOOK Your Comprehensive Guide to Allstate Financial Products Protection Accumulation Income FOR BROKER/DEALER OR AGENT USE ONLY Not for public dissemination. May not be distributed,
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
Retirement Perspectives. Life. Maximizing Your Pension Income
Retirement Perspectives Life Maximizing Your Pension Income The Pension Decision This decision will determine the amount of pension income you will receive for the balance of your life. In making this
A Quarterly Newsletter for the Agents of. Medicare Supplement Final Expense $75,000 Fixed/Indexed Annuities $1,500,000* MYGA Annuities $3,000,000*
A Quarterly Newsletter for the Agents of IN THIS ISSUE: American Equity BONUS GOLD Annuity Legacy LibertyMark Annuity Two HOT Index Annuities w/10% or 12% BONUS! The Annuity Solution to America s LTC Crisis
COMPENSATION / PRODUCT SCHEDULE MUTUAL OF OMAHA / UNITED OF OMAHA INSURANCE COMPANY
COMPENSATION / PRODUCT SCHEDULE MUTUAL OF OMAHA / UNITED OF OMAHA INSURANCE COMPANY ANNUITIES / CRITICAL ILLNESS / DISABILITY INCOME / LONG TERM CARE / TERM LIFE / UNIVERSAL LIFE / WHOLE LIFE INSURANCE
Survivorship Whole Life Insurance Illustrated Values
Survivorship Whole Life Insurance Illustrated Values 15 Policy Strengths Acacia Life Regent High term blendability; designed for high cash value; works well in abbreviated payment situations. John Hancock
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%
Wisconsin Market Shares 2002
1 CUNA MUTUAL LIFE INS CO 7.7 389,117,728 2 ALLIANZ LIFE INS CO OF NORTH AMERICA 5.3 268,593,809 3 LINCOLN NATIONAL LIFE INS CO THE 5.0 252,049,598 4 TRANSAMERICA LIFE INSURANCE CO 4.6 229,208,086 5 THRIVENT
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?
How To Pay For A Supplement Plan
Kansas Insurance Department Medicare supplement insurance shopper s guide effective March 1, 2015 Ken Selzer, CPA Commissioner of Insurance Medicare supplement insurance shopper s guide March 2015 Dear
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
Mutual of Omaha Insurance Company United of Omaha Life Insurance Company Companion Life Insurance Company Product Portfolio
Mutual of Omaha Insurance Company United of Omaha Life Insurance Company Companion Life Insurance Company Portfolio Life Insurance brokerage As of July 2014 For producer use only. Not for use with the
YOUR CREDIT UNION PARTNER
YOUR CREDIT UNION PARTNER Our focus on you is in everything we do Providing value, solving business challenges and delivering products and services to meet your needs: it s what we do. At CUMIS, we are
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
The Disability Insurance Services. Broker Kit. DI Done Right
The Disability Insurance Services Broker Kit DI Done Right 1 The Winning DI Sales Game Plan Score More With a Champion DI Team Behind You Whether you re an independent broker or a large marketing organization
Oregon Insurance Complaints
C O N S U M E R G U I D E T O AUTO HEALTH Oregon Insurance Complaints HOMEOWNER Complaints from calendar year 2004 LIFE ANNUITIES OREGON INSURANCE DIVISION About the Oregon Insurance Division The mission
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%
MetLife Broker Compensation Program
MetLife Broker Compensation Program 1 GROUP BENEFITS Base Compensation Plan At MetLife, we are dedicated to building long-term relationships with brokers. 1 We are making it easier to do business with
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
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:
State of Connecticut Employee Benefits
TR SU ANS T TULI OM S R C I TI Q U NE T STA T T CU TI E CONNE F C O P T RO L L E State of Connecticut Employee Benefits A message from Kevinlembo connecticut s state comptroller Dear Fellow State Employee,
Attendees Titles and Companies
Attendees Titles and Companies Title Assistant Vice Senior Financial Analyst Director of Insurance Relationships Program Manager VP Risk Mgmt Team Lead, Group Underwriting Senior Disabililty Underwriter
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
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
Help your clients find the right Lincoln universal life and term policy
For agent and broker use only. Not for use with the public. Help your clients find the right Lincoln universal life and term policy Lincoln Universal Life and Term Portfolio At-A-Glance Five reasons why
Life Insurance Life Advice
Life Insurance Life Advice What to look for in life insurance Deciding to protect those who depend on us with a sufficient amount of life insurance protection is a responsible and caring act. Life insurance
Lincoln life insurance portfolio at-a-glance
FOR LIFE Lincoln life insurance portfolio at-a-glance Product Menu The Lincoln National Life Insurance Company Lincoln Life & Annuity Company of New York Not a deposit Not FDIC-insured May go down in value
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
United of Omaha Life Insurance Company Companion Life Insurance Company Product Portfolio
United of Omaha Life Insurance Company Companion Life Insurance Company Mutual of Omaha Affiliates Portfolio Life Insurance brokerage For producer use only. Not for use with the general public. All products,
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
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
Single Premium Life Insurance Source List
Allianz Life 800-950-7372 www.allianzlife.com GenDex Momentum MA NY OR 0-80 $5,752 2% 100000 15 years. Actual charge varies by risk class at time of issue. 8 different indexing options available with fixed
PRELIMINARY FACT FINDER
CLIENT INFORMATION Family Information Client Spouse Full Name (First, MI, Last) Date of Birth (MM/DD/YYYY) Social Security # Drivers License # / State Address City / State / Zip Home Phone # Business Phone
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.
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
A Guide to Life Insurance for Small Business SUN LIFE FINANCIAL
A Guide to Life Insurance for Small Business SUN LIFE FINANCIAL For a small business owner, group life insurance and qualified plans may not be adequate to protect the business from unforeseen risks or
Insurance. Survivorship Life. Insurance. The Company You Keep
Insurance Survivorship Life Insurance The Company You Keep Permanent Life Insurance Protection for Two People You ve built a legacy, but who will be the recipients your heirs or the IRS? 1 Now is the time
You Don t Have To Go To Strangers For All Your Insurance & Financial Services
Financial & Insurance Services... The Credit Union Way MARCH 2010 1-888-439-0770 Email: cufig@goabco.org You Don t Have To Go To Strangers For All Your Insurance & Financial Services YOU CAN NOW GO TO
Schwab Private Client Fact Finder
Schwab Private Client Fact Finder Your first step toward creating a personal financial plan tailored to your needs that can help you reach your goals. Please return completed form to your Schwab Portfolio
Leads, Leads, Leads! 1
Leads, Leads, Leads! 1 The question heard most often 2 Well, that depends From Alice in Wonderland: Alice: Would you tell me, please, which way I ought to go from here? The Cat: That depends a good deal
Insurance Information
SCHEDULE A (Form 5500) Department of the Treasury Internal Revenue Service Department of Labor Employee Benefits Security Administration Pension Benefit Guaranty Corporation Insurance Information This
Mutual of Omaha. Mark Lyons JD CLU ChFC CEBS MSFS Life Brokerage Sales Director
Mutual of Omaha Mark Lyons JD CLU ChFC CEBS MSFS Life Brokerage Sales Director Product Philosophy We re a full service, multi-line organization. Mutual of Omaha Insurance Company (founded in 1909) Underwrites
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.
Supplemental Executive Retirement Plan. Recruit, Reward and Retain your best employees. Life. your way SM
Supplemental Executive Retirement Plan Recruit, Reward and Retain your best employees Life. your way SM HOW CAN I recruit, reward and retain KEY EMPLOYEES? CONSIDER A SUPPLEMENTAL EXECUTIVE RETIREMENT
SELLING FIXED ANNUITIES THROUGH HBW FREQUENTLY ASKED QUESTIONS
How do I get started with Fixed and especially Fixed-Indexed Annuities? First review the information available to you on the HBW website under the Fixed Annuities section. Check out the Getting Started
Insurance Companies Licensed in California that Did Not Agree to Voluntary Moratorium on Future Investments in 50 identified Iran-related companies
ACACIA LIFE INSURANCE COMPANY 60038 DC AFFILIATED FM INSURANCE COMPANY 10014 RI ALLIANZ LIFE AND ANNUITY COMPANY 69604 MN ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA 90611 MN AMERICAN ALTERNATIVE INSURANCE
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.
Product Overview Products to keep your clients income, retirement savings and business strong.
Individual Disability Income Insurance provider Plus and ProVider Plus Limited Product Overview Products to keep your clients income, retirement savings and business strong. For For Producer use use only.
Fixed Annuities and Life Insurance. 8.00% GMWB Roll-up / 6.00% Bonus
1 of 5 12/5/2012 10:27 AM Fixed Annuities and Life Insurance www.fsdfinancial.com - www.spiaquote.com 800-373-9697 / For Agent Use Only! December 05, 2012 In This Issue Annuity & Life Wholesale Below is
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
TREE OAKTREE TREE. Visit us. Call us. build your own success story... www.oaktreeus.com. Quotes. Forms. Supplies. Contracting.
Visit us Quotes Forms Supplies Contracting Products Call us 800-842-9124 Contact your exclusive relationship manager! Life Press 1 Annuities Press 2 Licensing Press 3 Agent Services Press 4 Your Team for
MetLife Broker Compensation Program
MetLife Broker Compensation Program 1 GROUP BENEFITS Base Compensation Plan At MetLife, we are dedicated to building long-term relationships with brokers. 1 We are making it easier to do business with
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