POLICY SERVICE REQUESTS
The Policy Service page has been added to the BSMG website in order to provide an additional resource to our advisors. We have included contact phone numbers, fax numbers, and direct links to the agent websites for our carriers. This ensures that our advisors have direct access to the carriers 24/7. Please feel free to continue to contact the policy service department with any requests or questions.
Average Processing Times
*Please note these may vary depending on the carrier and complexity of the request
Life Insurance & LTC
Beneficiary & Ownership Changes: 5-10 Business Days
Collateral Assignment/Discharge of Assignment: 5-7 Business Days
EFT: 5-7 Business Days
Premium Changes: 3-5 Business Days
Address Change: 3-5 Business Days
Change of Trustee: 5-15 Business Days
Face Reduction: 5-10 Business Days
Face Increase: 4-6 Weeks
Reinstatements: 4-6 Weeks
Rate Improvement: 4-6 Weeks
Surrenders (Life Insurance): 5-15 Business Days
Duplicate Policy Request: 10-15 Business Days
In Force Illustrations: 3-10 Business Days
Interpolated Terminal Reserve Values: 7-21 Business Days
Death Claim: 7-15 Business Days
LTC Benefit Changes: 5-10 Business Days
Annuities
Beneficiary & Ownership Changes: 5-10 Business Days
Address Change: 3-5 Business Days
Reallocations: 5-10 Business Days
RMDs: 5-7 Business Days
Withdrawals/Surrenders: 5-7 Business Days
Additional Deposits/Rollovers: 7-15 Business Days
Duplicate Policy Request: 10-15 Business Days
Death Claim: 7-15 Business Days
Customer Service Contact Information
*Click on the carrier name to expand for contact information.
Allianz Life
Life Insurance: 800-950-1962
Annuities: 800-950-5872
Fax Number: 763-582-6006
Allstate
Life Insurance: 800-525-9287
American General
Life Insurance: 877-200-0220
Annuities: 800-242-4079
Fax Number Life: 713-831-3028
Fax Number Annuities: 713-620-3829
American National
Life Insurance: 800-899-6806
Annuities: 800-252-9546
Fax Number Life: 409-621-7505
Fax Number Annuities: 409-766-2022
Athene
AXA
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AXA
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AXA
Life Insurance: 800-924-6669
Fax Number: 855-268-6378
Email Address: AXA-life-service@axa.us.com
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Brighthouse/Metlife
Life Insurance: 877-638-0411
Long Term Care: 888-565-3761
Fax Number Life: 908-655-9581
Email Address: Metdesk_ind_ba_warwick@metlife.com
Inforce Illustrations Email: ILIS@metlife.com
Delaware Life
Fidelity & Guaranty Life
Life Insurance: 888-513-8797
Annuities: 888-513-8797
Fax Number Life: 402-328-2266
GBU Financial
Annuities: 800-765-4428
Genworth
Life Insurance: 888-325-5433
Annuities: 888-322-4629
Long Term Care: 888-325-5433
Fax Number Life: 888-325-3299
Fax Number Annuities: 434-522-2904
Email Address Life: LifeCustomerService@genworth.com
Email Address Annuities: annuitycustomerservice@genworth.com
Great American
Hartford
Life Insurance: 800-231-5453
Fax Number: 844-475-7019
Jackson National / CNA
Life Insurance: 800-437-8854
John Hancock
Life Insurance: 800-985-0000
Annuities: 800-334-4437
Long Term Care: 800-377-7311
Fax Number Life: 617-572-1571
Fax Number Annuities: 617-663-3160
Email Address: EPService@JHancock.com
Lafayette Life
Life Insurance: 800-443-8793
Lincoln Benefit
Life Insurance: 844-768-6777
Annuities: 800-643-8190
Long Term Care: 888-503-8110
Fax Number Life: 844-660-4761
Fax Number Annuities: 402-328-6131
Lincoln National
Life Insurance: 800-238-6252
Annuities: 800-331-6581
Fax Number Life: 800-819-1987
Fax Number Annuities: 336-335-2656
Email Address Life: CustServSupportTeam@LFG.com
Mass Mutual
MetLife of CT
Life Insurance: 800-344-4298
Midland National
Life Insurance: 800-843-3316
Fax Number: 877-208-6136
MONY
Life Insurance: 800-487-6669
Fax Number: 866-505-0253
Mutual of Omaha
Long Term Care: 877-894-2478
National Western
Annuities: 800-922-9422
Nationwide
Life Insurance: 800-543-3747
New York Life
Life Insurance: 800-695-4336
Annuities: 800-762-6212
Fax Number Annuities: 508-599-6109
North American
Life Insurance: 877-872-0757
Annuities: 866-316-0309
Fax Number Life: 605-335-3621
Fax Number Annuities: 866-322-7071
Email Address Annuities: ac@sfgmembers.com
Pacific Life
Life Insurance: 800-800-7646
Penn Mutual
Life Insurance: 800-523-0650
Principal
Life Insurance: 800-654-4278
Annuities: 800-852-4450
Fax Number Life: 866-885-0390
Fax Number Annuities: 866-894-2087
Email Address Life: IndLifeService@exchange.principal.com
Protective
Life Insurance: 800-366-9378
Annuities: 800-456-6330
Fax Number Life: 205-268-3402
Email Address Life: ladphs@protective.com
Prudential
Life Insurance: 800-782-5356
Long Term Care: 800-732-0416
Fax Number Life: 215-784-3624
SBLI
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SBLI
Life Insurance: 800-694-7254
Annuities: 800-694-7254
Fax Number Life: 781-994-4240
Fax Number Annuities: 781-994-4240
Securian/Minnesota Life
Life Insurance: 888-413-7860
State Life/OneAmerica
Life Insurance: 800-275-5101
Sun Life
Annuities: 800-367-3653
Sun Life (Term)
Life Insurance: 877-431-7379
Fax Number: 888-863-8311
Sun Life (UL)
Life Insurance: 800-862-6266
Fax Number: 888-863-8311
Symetra
The Standard
Transamerica
Life Insurance: 800-852-4678
Annuities: 800-821-9090
Long Term Care: 800-227-3740
Fax Number Life: 800-297-9120
Email Address Life: tii.customerservice@transamerica.com
United of Omaha
Life Insurance: 800-775-6000
Annuities: 800-488-7566
Fax Number Life: 402-997-1906
US Financial
Life Insurance: 800-959-3894
Fax Number Life: 315-477-2828
Voya
Life Insurance: 877-882-5050
Fax Number Life: 877-788-6308
Fax Number Annuities: 515-698-2001
Email Address Life: liferequest@voya.com
Western National
Annuities: 800-424-4990
Long Term Care: 800-851-9777
Fax Number Annuities: 806-342-1703
Western Reserve
Life Insurance: 800-238-4302
William Penn
Zurich
Life Insurance: 888-634-6780
