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Servicing existing life insurance policies

A personalized approach to support you and your clients

You want to work with a company that makes it easy to do business. That’s why we provide service support over the phone, as well as access to online information and tools around the clock.

Services for your clients

My Account

My Account offers your clients a simple, safe and secure way to access their individual life insurance, annuity and investment accounts online, when and where they want. Once clients are registered, they can:

  • Pay their life insurance premium
  • Update contact and beneficiary information
  • View account and loan balances
  • Submit transactions and more

Clients can even download our mobile app for easy access!

Learn more

Enterprise Customer Contact Center

For those that may need a little more support, we have a toll-free service line staffed with experienced customer service advocates that are happy to help.

Our dedicated life insurance processing specialists respond quickly to clients’ requests and needs.

Tools for you

Our secured website for financial professionals provides you with tools to serve your clients and manage business, including:

  • Inforce illustrations — run an illustration on your client’s policy to ensure it is performing as expected
  • Policy documents — view communications we send to clients. Including annual policy reviews, transaction confirmations and payment statements
  • Online forms library — convenient search and filter fields allow you to find the service forms you need.

Have a question or need assistance?

Contact your life insurance service team today! 1-888-413-7860 - option 4

Access life insurance resources

Access these tools and more on our site for financial professionals.

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For financial professional use only. Not for use with the public. This material may not be reproduced in any way where it would be accessible to the general public.

DOFU 10-2022