National Underwriter FEBRUARY 21, 2005 NATIONAL UNDERWRITER S GUIDE TO LIFE & HEALTH COVERAGES AND SERVICES Life Insurance Directory The 2005 Who Writes What Life Insurance Directory lists providers of Individual and Group Life Insurance. This directory is part of a series of product-oriented directories published throughout the year in the pages of National Underwriter. For information about this directory, to update or add listings, or to suggest categories of interest for future inclusion, please contact Del J. Trame, Marketing Coordinator, at dtrame@nuco.com. Contact Categories Contact Categories Aetna Inc. Group Ins. Div. Peter Cook, Head of Sales 151 Farmington Ave. Hartford, CT, 06156 860-273-3815 Allstate 877-258-9012 www.allstate.com www.allstateagent.com INDIVIDUAL: Term; Variable; Universal; Last Survivor AFLAC 1932 Wynnton Road Columbus, GA, 31999 706-323-3431 AIG American General Life Insurance 2727-A Allen Parkway Houston, TX, 77019 800-677-3311 www.aigag.com AIP Marketing Alliance William O. Jones, CLU, President & CEO 2041 E. Square Lake Road, Suite 100 Troy, Michigan, 48085 1-888-640-4667 billj@aiponline.net www.aiponline.net Allianz Life Jason Linn 5701 Golden Hills Drive Minneapolis, MN, 55416 800-950-5872 jason_linn@allianzlife.com www.accessallianz.com Term; Worksite; Guaranteed Purchase Option; Owned; Extended Death; High Issue Age; Interest Sensitive; Joint; Premium Financing; Return of Premium; Term; Variable; Waiver; Worksite Products; Accelerated Benefits Rider; Equity Indexed; Survivorship; Universal; Extended Death Benefit; Guaranteed Issue; High Issue Age; Interest Sensitive; Premium Financing Plans; Return of Premium Term; Term; Waiver; College Premium; Equity Indexed; Guaranteed Purchase; Incontestable Clause; Indexed; Juvenile; LTC; Universal; High Issue Age; Term; Waiver of Rider; Critical Illness Rider; Equity Indexed; Indexed; LTC; Single Premium; Trailer Compensation Contracts; Universal American Equity Investment Life Insurance Marketing Department P.O Box 71216 Des Moines, Iowa, 50325 888-647-1371 marketing@american-equity.com www.american-equity.com Ameritas Acacia Companies Wendy Jordan 5900 O Street Lincoln, NE, 68510 800-745-1112 wjordan@ameritas.com ameritasacacia.com Assurity Life Insurance Tom McCracken 1526 K Street Lincoln, NE, 65801-2533 800-276-7619 tmccracken@assurity.com www.assurity.com INDIVIDUAL: Term; Single Premium; Corporate Owned; Direct Marketing; First to Die; Guaranteed Issue; High Issue Age; Interest Sensitive; Joint Life; Premium Financing Plans; Term; Variable Life; Waiver; Worksite Products; Accelerated Benefits Rider; College Premium; Critical Illness; Fee Only; Front Load; Guaranteed Purchase; Juvenile; Trailer Compensation; Universal; INDIVIDUAL: Term; Waiver of Premium; Worksite; Front Load Contracts; Guaranteed Purchase Option; Juvenile; Single Premium;
Contact Categories Contact Categories The Baltimore Life Companies Paul Neumayer 10075 Red Run Blvd. Owings Mills, MD, 21117 410.581.6651 paul.neumayer@baltlife.com www.baltlife.com Chase Insurance 1600 McConnor Parkway Schaumburg, IL, 60196 847-930-8248 www.chaseinsurancecompany.com CNA Robert A. Miller (life) or Rhonda Taira (group) 100 CNA Drive Nashville, TN, 37214 615-886-6416 bob.miller@cnalife.com (life) or rhonda.taira@cna.com (group) www.cna.com Companion Life Insurance A Mutual of Omaha James Etherson 303 Merrick Road, Suite 503 Lynbrook, NY, 11563-2515 Conseco Sales Support 11815 N. Pennsylvania St Carmel, IN, 46032 1-800-732-7080 life_sales_support@conseco.com www.conseco.com Creative Marketing Int l Corp CMIC 7415 W 130th Street Overland Park, KS, 66213 800-992-2642 www.cmic.net INDIVIDUAL: Direct Marketing; Term; Waiver; Accelerated Benefits Rider; Juvenile; Single Premium; Universal; COLI- Corporate Owned; ; Extended Death Benefit; High Issue Age; Interest Sensitive; Load; Return-Of- Premium Term; Term; Waiver of Rider; Single Premium; Universal; ; Extended Maturity Rider High Issue Age; Return-Of-Premium Term; Term; Waiver of Premium; Critical Illness Rider; Guaranteed Purchase Option; Juvenile; Survivorship; Universal; Disability Rider for Term Life Associations; Group; Worksite; Multiple Trigger Benefit Plans INDIVIDUAL: Guaranteed Issue; High Issue Age; Interest Sensitive; Joint; Term; Waiver; Worksite; Juvenile; Pre-Need; Single Premium; Survivorship; Universal; Travel Accident; Group; Worksite; Accidental Death & INDIVIDUAL: Extended Death Benefit; High Issue Age; Waiver; Rider; Equity Indexed; Guaranteed Purchase; Indexed; Universal; COLI; High Issue Age; Interest Sensitive; Joint; Premium Financing Plans; Return- Of-Premium Term; Term; Waiver of Benefits Rider; Critical Illness Rider; Equity Indexed; Front Load Contracts; Guaranteed Purchase Option; Indexed; Juvenile; Pre- Need; Single Premium; Contracts; Universal; GROUP: Worksite Executive Life Associates, Inc. David E Nagelberg 1435 Morris Ave Union, NJ, 07083 908-851-0770 dnagelberg@execlife.com Financial Brokerage, Inc. Doug Murphy, CLU, ChFC, MSM Vice President - Life Marketing P.O. Box 542100 Omaha, NE, 68154 800-397-9999 dmurphy@fb-inc.com www.fb-inc.com Genworth Financial, Inc. 6620 W. Broad St. Richmond, VA 23230 888-325-5433 ContactUs@genworth.com www.genworth.com The Guardian Life Insurance 7 Hanover Square New York, NY, 10004 212-598-8260 Hartford Life 200 Hopmeadow Street Simsbury, CT, 06089 www.thehartford.com INDIVIDUAL: Guaranteed Issue; High Issue Age; Return of Premium Term; Substandard Life; Term; Life Settlements; PreNeed Life; Survivorship; Universal; Viatical Life; Corporate Owned; Extended Death Benefit; First to Die; Guaranteed Issue; High Issue Age; Interest Sensitive; Joint Life; Level Commission; Premium Financing Plans; Return of Premium Term; Substandard Life; Term; Waiver; Worksite Products; Accelerated Benefits Rider; Critical Illness; Equity Indexed; Front Load; Guaranteed Purchase; Indexed; Juvenile; Life Settlements; LTC; Pre-Need Life; Single Premium; Survivorship; Universal; High Issue Age; Joint; Level Commission Contracts; Load; Term; Variable; Waiver of Premium; Accelerated Benefits Rider; Front Load Contracts; LTC; Single Premium; Contracts; Universal GROUP: Worksite COLI; Guaranteed Issue; Joint; Term; Variable; Waiver of Premium; Rider; Critical Illness Rider; Juvenile; Life Settlements; Survivorship Life; Trailer Compensation Contracts; Universal; Accidental Death & ; Group; Worksite INDIVIDUAL: COLI; Premium Financing Plans; Term; Variable; Survivorship; Universal; Section 401(k) Plans; Accidental Death & 22 National Underwriter Life & Health February 21, 2005
Contact Categories Contact Categories Highland Capital Brokerage Tracy Price 3535 Grandview Parkway, #600 Birmingham, AL, 35243 205-263-4400 tprice@highland.com www.highlandbrokerage.com Integrity Life Insurance 515 West Market Street, Suite 800 Louisville, Kentucky 40202-3333 800-637-8978 www.integritycompanies.com INDIVIDUAL: COLI; Interest Sensitive; Joint; Premium Financing Plans; Return-Of-Premium Term; Indexed; Life Settlements; LTC; Universal; Viatical Life; Please inquire about life products MetLife One Madison Avenue New York, NY, 10010 212-578-2211 www.metlife.com COLI; First to Die; Guaranteed Issue; Load; Premium Financing Plans; Term; Variable; Waiver of Premium; Juvenile; LTC; Survivorship; Universal; ; Bank Owned Life Ins (BOLI) Travel Accident; Associations; Group; ; Will Preparation, Travel Assistance Jefferson Pilot Financial Warren May 100 N. Greene Street Greensboro, NC, 27401 336-691-4249 warren.may@jpfinancial.com www.jpfinancial.com Jefferson Pilot Financial Len Cavallaro 8801 Indian Hills Drive Omaha, NE, 68114 402-361-2690 len.cavallaro@jpfinancial.com www.jpfinancial.com John Hancock Financial Services Life & Annuities 200 Clarendon Street Boston, MA, 02117 800-270-1700 www.jhancock.com- consumer www.jhbrokerage.com- broker Lincoln Financial Centre Square, West Tower 1500 Market St., Suite 3900 Philadelphia, PA 19102-2112 1-877-ASK-LINCOLN www.lfg.com Massachusetts Mutual Life Insurance 1295 State Street Springfield, MA, 01111-0001 413-788-8411 www.massmutual.com Corporate Owned; Direct Marketing; Guaranteed Issue; Joint Life; Term; Variable Life; Waiver; Accelerated Benefits Rider; Critical Illness; Front Load; Survivorship; Universal Group; Worksite; Death and COLI- ; Joint; Load; Premium Financing Plans; Term; Variable; Waiver of Juvenile; LTC; Survivorship; Trailer Compensation Contracts; Universal; ; BOLI Individual: Universal; Variable Universal; ; Term INDIVIDUAL: COLI; Extended Death Benefit; High Issue Age; Interest Sensitive; Joint; Term; Variable; Waiver of Premium; Front Load Contracts; Guaranteed Purchase Option; LTC; Survivorship; Universal; MONY Life Insurance of American/MONY Life Insurance Peter Crawford 1740 Broadway New York, NY, 10019 212-708-2343 Peter.Crawford@mony.com www.mony.com Mutual of Omaha Insurance Life Products Underwritten by United of Omaha Life Insurance and Companion Life Insurance Scott Taylor Mutual of Omaha Plaza Omaha, NE, 68175 Nationwide Financial Nationwide Sales and Service Center 1 Nationwide Plaza Columbus, Ohio, 43215 1-800-321-6064 www.nationwidefinancial.com New York Life Insurance Paul Morris/Robert Hebron 51 Madison Avenue New York, NY, 10010 212-576-7000 www.newyorklife.com COLI- Corporate Owned; Extended Death Benefit; High Issue Age; Interest Sensitive; Joint; Load; Premium Financing Plans; Term Life; Variable; Waiver of Premium; Contracts; Universal; GROUP: Group; Worksite ; Interest Sensitive; Joint; Return-Of- Premium Term; Term; Variable; Waiver of Premium; Worksite; Juvenile; LTC; Pre-Need; Survivorship; Universal; GROUP: Group; Worksite Owned; Extended Death; First to Die; Joint; Premium Financing; LTC; Universal; ; Other: Additional Protection Rider Owned; Direct Marketing; Extended Death; First to Die; High Issue Age; Joint; Substandard Life; Term Life; Variable Life; Waiver; Worksite Products; Accelerated Benefits Rider; Critical Illness; Guaranteed Purchase; Incontestable Clause; Juvenile; LTC; Single Premium; Survivorship; Universal; Associations; Group; Death and February 21, 2005 National Underwriter Life & Health 25
Contact Categories Contact Categories Ohio National Financial Services FASTeam One Financial Way Cincinnati, OH, 45242 877-665-2468 fasteam@ohionational.com www.ohionational.com Old Mutual Financial Network Headquarters: 1001 Fleet Street Baltimore, MD 21202 Sales Office: 1117 Perimeter Center West 2nd Floor Suite E212 Atlanta, GA 30338 800-445-6758 Pacific Life Insurance Stephen Mitchell 700 Newport Center Drive Newport Beach, CA, 92660-6397 949-219-3011 info@pacificlife.com www.pacificlife.com High Issue Age; Return-Of-Premium Term; Juvenile; Survivorship; Trailer Compensation Contracts; Universal; High Issue Age; Level Commission Contracts; Return-Of-Premium Term; Term; Waiver of Premium; Rider; Critical Illness Rider; Equity Indexed; Life Settlements; Single Premium;Universal; Equity Index Universal Life, Mortgage Term COLI; Guaranteed Issue; Premium Financing Plans; Term; Variable; Waiver of Premium; Single Premium; Survivorship; Universal; Credit; Associations; Group Prudential Financial Michael Arcaro 751 Broad Street Newark, NJ, 07102 973-802-2606 michael.arcaro@prudential.com For Life Information: James T. Ryan, Jr CLU, ChFC 213 Washington St, 12th Fl Newark, NJ 07102 973-802-2643 jim.ryan@prudential.com Senior Market Sales, Inc. Linda Grunberg 8420 West Dodge Road #510 Omaha, NE, 68114 402-397-3311 sms@seniormarketsales.com www.seniormarketsales.com Sun Life Financial See Web site One Sun Life Executive Park Wellesley Hills, MA, 02481 781-237-6030 www.sunlife-usa.com College Premium Financing Plans; COLI- Corporate Owned; Critical Illness Rider; Extended Death Benefit; Guaranteed Issue; High Issue Age; Juvenile; Level Commission Contracts; Premium Financial Plans; Term; Variable; Waiver of Premium; Survivorship; Universal; Variable; INDIVIDUAL: First to Die; Guaranteed Issue; Return of Premium Term; Substandard Life; Term; Travel Accident; Worksite Products; Critical Illness; LTC; Universal; GROUP: Travel Accident; Associations; Group; Worksite COLI; Extended Death; High Issue Age; Premium Financing; Term; Variable; Survivorship; Universal Pennsylvania Life Insurance Peter A. English 600 Courtland Street Suite 400 Orlando, FL, 32804 407-628-1776 askpenn@pennlife.com Petersen International Underwriters Mark Petersen 23929 Valencia Blvd. #215 Valencia, CA, 91355 800-345-8816 piu@piu.org www.piu.org Phoenix Life Insurance Life and Annuity Sales Desk One American Row Hartford, CT, 06102 1-800-417-4PNX (4769) www.phoenixwealthmanagement.com PRIMARY Financial Group P.O. Box 220564 West Palm Beach, FL, 33422 800-475-7955 info@primaryfinancialgroup.com www.primaryfinancialgroup.com INDIVIDUAL: Pre-Need; Universal; INDIVIDUAL: Accidental Death Benefits; Travel Accident; Other International Term Life GROUP: Travel Accident; Death and ; Other: International Term Life INDIVIDUAL: Corporate Owned; Extended Death; First to Die; Joint; Level Commission; Premium Financing; Term; Variable; Waiver; Guaranteed Purchase; Single Premium; Survivorship; Trailer Compensation; Universal INDIVIDUAL: First to Die; Guaranteed Issue; High Issue Age; Joint; Level Commission Contracts; Term; Waiver of Rider; Equity Indexed; Indexed; LTC; Pre-Need; Single Premium; Survivorship; Universal; ; Single Premium UL w/ Return of Premium GROUP: 412(i) with American National Transamerica Insurance & Investment Group Laura Biesemeyer 1100 Walnut Street Kansas City, MO, 64106 816-855-4554 The Trustmark Companies Cindy Gallaher 400 Field Drive Lake Forest, Illinois, 60045 847-615-1500 cindy.gallaher@trustmarkins.com www.trustmarkcompanies.com Underwriters Brokerage Service Mark D. Rosen, CLU 312 Blvd of the Allies, 5th Floor Pittsburgh, PA, 15222 (800)837-5433 UBS@ubsnet.com www.ubsnet.com COLI; ; High Issue Age; Interest Sensitive; Joint; Premium Financing Plans; Term; Variable; Waiver of Rider; Critical Illness Rider; Juvenile; Survivorship; Universal; Term; Worksite Products; Universal INDIVIDUAL: High Issue Age; Interest Sensitive; Joint Life; Premium Financing Plans; Return of Premium Term; Substandard Life; Term; Equity Indexed; Guaranteed Purchase; Indexed; LTC; Single Premium; Survivorship; Universal; 26 National Underwriter Life & Health February 21, 2005
Contact Categories Contact Categories United of Omaha Life Insurance A Mutual of Omaha Scott Taylor Mutual of Omaha Plaza Omaha, NE, 68175 UnumProvident Stacy Gray, Director of Public Relations 1 Fountain Square Chattanooga, TN, 37402 423-294-6297 SGray@unumprovident.com www.unumprovident.com ; Interest Sensitive; Joint; Return of Premium Term Life; Term; Waiver of Benefits Rider; Juvenile; Pre-Need; Universal; Travel Accident; Group; Worksite; Accidental Death & Guaranteed Issue; Term; Waiver of Benefits Rider; Guaranteed Purchase Option; Juvenile; LTC; Universal; ; All Individual Life is Worksite USA insurance Marketing, Inc. Chuck Lotocki 1525 NW 3 STE #8 Deerfield Beach, Florida, 33442 800-638-8696 West Coast Life Jamie Ferguson 343 Sansome St. San Francisco, CA, 94104 1-800-366-9378 support@wclife.com www.westcoastlife.com Woman s Life Insurance Society Wendy L. Krabach, Director of Sales & Marketing PO Box 5020 Port Huron, Michigan, 48061-5020 800-521-9292 wkrabach@womanslifeins.com www.womanslifeins.com Term; Waiver; Survivorship; Universal; Other: Survivorship Term Term; Waiver; Accelerated Benefits Rider; Guaranteed Purchase; Universal; 28 National Underwriter Life & Health February 21, 2005