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.

CarrierContact Information
American EquityPhone: 888-221-0002
Fax: 515-226-3129
Email: service@american-equity.com
American GeneralPhone: 800-888-2452 Fax: 844-930-0370
Client’s Website: www.aig.com/customer-service

Agent of Record Change Requests:
Form: AIG AOR Request
Email to: servicingagent_changes@aig.com

American National800-899-6806 (Life)

Agent of Record Change Requests:
The new agent can send in a written letter of instruction signed and dated by the policy owner, or the below generic form can be used.
Form: AOR Request
Email to: CommissionAccounting@AmericanNational.com

AssurityCustomer Hotline: 800-869-0355
Agent Hotline: 800-276-7619
Fax: 402-437-4658

Agent of Record Change Requests:
Form: Assurity AOR Request
Email to: clientservices@assurity.com

BannerPhone: 800-638-8428
Fax: 301-297-6960
Email: customerservice@bannerlife.com

Agent of Record Change Requests:
The new agent can send in a written letter of instruction signed and dated by the policy owner, or the below generic form can be used.
Form: AOR Request
Email to: customerservice@bannerlife.com

Brighthouse FinancialAgents: 877-638-0411
Clients: 800-638-5000

Agent of Record Change Requests:
Form: Brighthouse AOR Request
Email to: askcomp@metlife.com

Equitable877-222-2144

Agent of Record Change Requests:
The new agent can send in a written letter of instruction signed and dated by the policy owner, or the below generic form can be used.
Form: AOR Request
Email to: lifelicensing@equitable.com

GerberClients: 800-704-2180
Fax: 231-928-3078
Agents: 800-428-4947

Agent of Record Change Requests:
The new agent can send in a written letter of instruction signed and dated by the policy owner, or the below generic form can be used.
Form: AOR Request
Email to: usgerberlifeagencyops@us.nestle.com

GenworthPhone: 888-325-5433 Option agent, existing policy
Fax: 888-325-3299
Global Atlantic / AccordiaClient: 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:
The new agent can send in a written letter of instruction signed and dated by the policy owner, or the below generic form can be used.
Form: AOR Request
Email to: AskCustomerService@gafg.com

John Hancock800-732-5543
Fax: 617-572-1571
Email: webmail@jhancock.com

Agent of Record Change Requests:
Form: John Hancock AOR Request
Block Transfer Form: John Hancock Block AOR Request
Email to: usagency@jhancock.com

Lincoln National800-487-1485 Option 2

Agent of Record Change Requests:
Form: Lincoln Financial AOR Request
Email to: pscompensation@lfg.com

NationwideAgents: 800-321-6064
Clients: 800-848-6331
North AmericanClients: 877-872-0757
Agents 800-800-3656

Agent of Record Change Requests:
Form: North American AOR Request
Email to: nacontracting@sfgmembers.com
Fax to: 866-322-7072

One AmericaPhone: 800-537-6442
Fax: 317-285-1344
Email: policyservice@oneamerica.com

Agent of Record Change Requests:
Form: One America Agent Change Form

Pacific Life PromisePhone: 844-276-0193
Client: Option 1
Agent: Option 2
Fax: 949-219-8811

Agent of Record Change Requests:
If the case is pending/post issue a new app with new agent info is needed. If it is in force a new brokerage report is needed
Email to: lynlakeview@pacificlife.com
Fax to: 844-520-1618

Principal NationalClient 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:
Form: Principal AOR Request
Email to: lmb@exchange.principal.com
Fax to: 866-542-1359

ProtectiveClient Phone: 800-866-9933 Option 2
Agent Phone: 800-866-9933 Option 3
Email: cs.specialists@protective.com

Agent of Record Change Requests:
Form: Protective AOR Request
Email to: producer.services@protective.com
Fax to: 205-268-3169

Prudential800-782-5356

Agent of Record Change Requests:
The new agent can send in a written letter of instruction signed and dated by the policy owner, or the below generic form can be used.
Form: AOR Request
Fax to: 800-875-5965

SBLIAgents: 888-224-7254
Clients: 800-694-7254
Email: records@sbli.com

Agent of Record Change Requests:
The new agent can send in a written letter of instruction signed and dated by the policy owner, or the below generic form can be used.
Form: AOR Request
Email to: records@sbli.com
Fax to: 781-944-4240

Securian FinancialPhone: 888-413-7860 Option 4
Fax: 651-665-6955
Email: IDLPA@securian.com

Agent of Record Change Requests:
Form: Securian AOR Request
Email to: policyservices@securian.com

Securian Finding Life Servicing Documents Online

Symetra800-392-9920 Option 3
Email: premierservice@symetra.com

Agent of Record Change Requests:
Form: Symetra AOR Request
Fax to: 866-305-3253

Transamerica800-852-4678

Agent of Record Change Requests:
Form: Transamerica AOR Request
Must call licensing with a policy number for them to advise where to send the letter. (877) 454-4768

United of Omaha800-775-7894

Agent of Record Change Requests:
The new agent can send in a written letter of instruction signed and dated by the policy owner, or the below generic form can be used.
Form: AOR Request
Email to: broker.compensation@mutualofomaha.com

VoyaAgents: 855-848-2303 opt. 1, 2
Clients: 877-886-5050

Agent of Record Change Requests:
Form: Voya AOR Request
Email to: voyalifesales_ds@voya.com