Carrier Contact Information:
Mutual Of Omaha
Fax: (800) 228-7104
Phone: (800) 693-6083
Underwriting: (800) 715-4376
http://www.mutualofomaha.com/broker
Business Hours: Mon-Fri 7:30-5:30 CST
- Pre-appointment States: PA, MT
- E&O Insurance is required to sell certain products with this carrier. Please contact your manager for details.
- States where a license is required in order to receive override commissions: GA, MA, MT, NM, PA, UT, VA
- Agents selling stand alone DI or CI products must have a health license.
United Home Life
Fax: (317) 692-7711
Phone: (800) 428-3001
[email protected] (send Policy receipts to this email)
Business Hours: Mon-Fri 8am-5pm CST
Phone Interviews (PHI): 866-333-6557
• 8:30 a.m. – 11:30 p.m., Eastern Standard Time, Monday – Friday. And on Saturdays
• With this carrier a PHI are always REQUIRED on Whole Life or Term.
- Pre-appointment States: GA, LA, KS, NM, PA, TX
American Amicable
Fax: (254) 297-2102
Phone: (800) 736-7311
http://www.americanamicable.com
[email protected] (send Policy receipts to this email)
Business Hours: Mon-Fri 8am-5pm CST
Phone Interviews: Call Apptical at 1-877-351-1773
2nd choice if Apptical is not open Call EMSI at 866-719-2024
EMSI is available for phone interviews during these hours: Monday-Friday 8am-9pm CST, Saturday 10am-2pm CST
- Agents selling in IA, MA, MI, NJ, RI, & VT must sell Occidental rather than American Amicable.
- Pre-appointment States: PA
- E&O Insurance is not required to sell products with this carrier.
- States where a license is required in order to receive override commissions: MT, NM, VA
National Life Group (NLG/LSW)
Fax: (802) 229-4726
Phone: (800) 906-3310
https://www.nationallifegroup.com
[email protected] Use to get a risk assessment for Underwriting
[email protected] (send pending items needed)
[email protected] ( Send policy receipts and amendments here.)
Click here for Full Comprehensive list of contact numbers specifically designed for the SWAT TEAM
Business Hours: Mon-Fri 8am-5pm CST
- Pre-appointment States: PA
- Agents not in a preappointment state will not be contracted with LSW until new business has been submitted. Please contact your agency manager for instructions on how to complete annuity training.
- New LSW contracts will be canceled after 90 days if no business is submitted.
- LSW will not provide an agent number until you have submitted your first piece of business.
- E&O Insurance is required to sell products with this carrier.
- States where a license is required in order to receive override commissions: CA, FL, GA, KY, LA, MA, MT, NM, NC, PA, SD, TX, VA, WV, WI
Transamerica
Fax: (800) 535-1325
Phone: (877) 454-4768
Final EXP # (877) 234-4848 ~OPT 2 Commissions ~OPT 3 Contracting
[email protected] (send Policy Receipts to this email)
Business Hours: Mon-Fri 8am-5pm CST
- Pre-appointment States: GA, KS, LA, MT, PA
- E&O Insurance is not required to sell products with this carrier.
- States where a license is required in order to receive override commissions: FL, GA, LA, MA, MS, MT, NM, NC, SC, SD, VA, WI
Americo
Fax: (800) 395-9261
(800) 395-9238
Phone: (800) 231-0801
Risk Assessments: [email protected]
email: (submit replacement forms) [email protected]
Business Hours: Mon-Fri 8am-5pm CST
Phone Interviews: Call 800-395-9179
- Americo products are not available in NY or VT
- Pre-appointment States: AL, GA, KY, LA, MT, OH, PA, WI
- Americo has very strict requirements regarding agent background checks. If you have any financial or criminal issues in your background, please discuss this with your manager to find out whether you would be able to contract with Americo.
- E&O Insurance is required to sell products with this carrier.
- States where a license is required in order to receive override commissions: AL, FL, GA, KY, MA, MS, MT, ND, NM, PA, SD, UT, VA, WI
AIG
Main line: 1-800-255-2702
New Business: 1-800-247-8837
Website to check Business: estation.americangeneral.com ( you will need to register first before calling to set it up)
Foresters
Fax: (866) 271-6217
Phone: (866) 466-7166 (option 1, sales desk)
Business Hours: Mon-Fri 8am-5pm CST
Phone Interviews: Call Apptical at 866-844-9276. Mon-Fri 8:30am-12am EST, Sat-Sun 10am-8pm EST.
Note: For SmartUL, please call Foresters or log into your agent portal to get quotes for plans that offer more than 10 years of guaranteed coverage. Note that you must have E&O insurance in order to write with Foresters. Please make sure to contact your upline ahead of time if you would like to write with Foresters.
- Pre-appointment States: CT, LA, MA, NM, PA
- E&O Insurance is required to sell products with this carrier.
- States where a license is required in order to receive override commissions: FL, GA, MA, NM, PA
- Phone interviews are required for PlanRight applications. Agents must be appointed with Foresters in order to complete phone interviews.
American Equity
Fax: (515) 221-9947
Phone: (888) 221-1234
http://www.american-equity.com
Business Hours: Mon-Thu 8am-4:45pm CST, Fri 8am-1pm CST
- Preappointment States: MT, PA
- American Equity product training must be completed before soliciting business. You cannot access the training until you have been contracted with American Equity.
- E&O Insurance is not required to sell products with this carrier.
Assurity
Fax: (877) 864-6630
Phone: (800) 276-7619
Business Hours: Mon-Fri 8am-5pm CST
- Pre-appointment States: PA
- E&O Insurance is required to sell products with this carrier.
- States where a license is required in order to receive override commissions: NM, UT, VA
- Agents selling stand alone DI or CI products must have a health license.
Fidelity and Guarantee
Phone: (800) 445-6758
- Pre-appointment States: AL, DE, DC, GA, IA, LA, NM, NC, PA, SC, TX, WI, UT, WY
- E&O insurance is required for agents selling in these states: AL, KY, MA, MS, RI
- States where a license is required in order to receive override commissions: AL, FL, KY, LA, MD, MS, MT, NM, PA, SC, UT, WV
Gerber
Fax: (877) 608-4634 Send Policy receipts (will not accept emails)
Phone: (800) 428-4947
http://www.gerberlifeagency.com
(Click here for Gerber applications)
Business Hours: Mon-Fri 8am-5pm EST
- Pre-appointment States: GA, LA, PA, WI
- E&O Insurance is required to sell products with this carrier.
- States where a license is required in order to receive override commissions: CA, FL, GA, MA, MS, MT, NM, SD, TX
John Hancock
Licencing Questions 877-606-7779
Phone: (866)-595-7361 Sales Support
Business Hours: Mon-Fri 8am-5pm EST
- Pre-appointment States: Coming soon
- E&O Insurance is required to sell products with this carrier.
- States where a license is required in order to receive override commissions: Coming soon
Setting up a Medical Exam for a Fully Underwritten Policy
Exam One: (preferred vendor) If this is your 1st time ordering a Paramed / Blood and Urine Exam, pleae call in to set up an account and place your order at 877-933-9261. Make suere tell them to Add Symmetry Fianancial Group in NC ontoyour profile so you will have access to do Parameds with all the carriers that Symmetry represents. Click Here to create an account
Important:
Click on register an account and sign up as an AGENT when prompted whether an agent or agency. When prompted if you want to add carriers or relationships, put ‘not now’ and click next. On the last page of the signup form, next to the Agency box, click on the search icon and put in Swat Team. This will automatically add all carriers that we work with for medical exams.
Having Trouble?
Phone: 877-933-9261.
Find a location:
Another Great Option:
Portamedic: (866) 335-5575 (can also be used to set up a medical exam. Call to create an account.)