Policy Owner Services
To ensure accurate and timely assistance with an in-force policy please contact the Carrier directly.
For agent of record changes, the new agent must be appointed with the carrier prior to submitting the request.
| Carrier | Contact Information |
|---|---|
| American Equity | Phone: 888-221-0002 Fax: 515-226-3129 Email: service@american-equity.com |
| American General | Phone: 800-888-2452 Fax: 844-930-0370 Client’s Website: www.aig.com/customer-service Agent of Record Change Requests: |
| American National | 800-899-6806 (Life)
Agent of Record Change Requests: |
| Assurity | Customer Hotline: 800-869-0355 Agent Hotline: 800-276-7619 Fax: 402-437-4658 Agent of Record Change Requests: |
| Banner | Phone: 800-638-8428 Fax: 301-297-6960 Email: customerservice@bannerlife.com Agent of Record Change Requests: |
| Brighthouse Financial | Agents: 877-638-0411 Clients: 800-638-5000 Agent of Record Change Requests: |
| Equitable | 877-222-2144
Agent of Record Change Requests: |
| Gerber | Clients: 800-704-2180 Fax: 231-928-3078 Agents: 800-428-4947 Agent of Record Change Requests: |
| Genworth | Phone: 888-325-5433 Option agent, existing policy Fax: 888-325-3299 Email to: lifephsfe@genworth.com |
| Global Atlantic / Accordia | Client: 877-462-8992 Option 2, then Option 1 Agent: 877-462-8992 Option 1, then Option 4 Fax: 866-351-0603 Email: AskCustomerService@gafg.com Agent of Record Change Requests: |
| John Hancock | 800-732-5543 Fax: 617-572-1571 Email: webmail@jhancock.com Agent of Record Change Requests: |
| Lincoln National | 800-487-1485 Option 2
Agent of Record Change Requests: |
| Nationwide | Agents: 800-321-6064 Clients: 800-848-6331 |
| North American | Clients: 877-872-0757 Agents 800-800-3656 Agent of Record Change Requests: |
| One America | Phone: 800-537-6442 Fax: 317-285-1344 Email: policyservice@oneamerica.com Agent of Record Change Requests: |
| Pacific Life Promise | Phone: 844-276-0193 Client: Option 1 Agent: Option 2 Fax: 949-219-8811 Agent of Record Change Requests: |
| Principal National | Client Phone: 800-247-9988 Agent Phone: 800-654-4278 Option 4 Fax: 866-885-0390 Email: INDLifeservice@exchange.principal.com Agent of Record changes Fax: 866-321-1474 Email: agentchange.indiv@exchange.principal.com Agent of Record Change Requests: |
| Protective | Client Phone: 800-866-9933 Option 2 Agent Phone: 800-866-9933 Option 3 Email: cs.specialists@protective.com Agent of Record Change Requests: |
| Prudential | 800-782-5356
Agent of Record Change Requests: |
| Reliance Standard | Phone: 800-351-7500
Agent of Record Change Requests: Email to: agentappointments@rsli.com |
| SBLI | Agents: 888-224-7254 Clients: 800-694-7254 Email: records@sbli.com Agent of Record Change Requests: |
| Securian Financial | Phone: 888-413-7860 Option 4 Fax: 651-665-6955 Email: IDLPA@securian.com Agent of Record Change Requests: |
| Symetra | 800-392-9920 Option 3 Email: premierservice@symetra.com Agent of Record Change Requests: |
| Transamerica | 800-852-4678
Agent of Record Change Requests: |
| United of Omaha | 800-775-7894
Agent of Record Change Requests: |
| Voya | Agents: 855-848-2303 opt. 1, 2 Clients: 877-886-5050 Agent of Record Change Requests: |