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

http://www.unitedhomelife.com

uhl.policyservice@unitedhomelife.com   (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

pos@americanamicable.com    (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

www.nationallifegroup.com

underwritingquotes@nationallifegroup.com   Use to get a risk assessment for Underwriting

nbrequirementimages@nationallife.com    (send pending items needed)

FormsOnDelivery@Nationallife.com ( 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

https://www.agentnetinfo.com

securenbforms@transamerica.com  (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: risk.assessments@americo.com

email: (submit replacement forms) submit@americo.com

http://www.americo.com

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) 

http://www.foresters.com

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

http://www.assurity.com/

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

https://www.fglife.com

  • 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 

Product Overview 

Run Quotes 

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.)