How do I run a quote?
Term quotes can be run on our website. All you need to do is register for access. Other quotes such as permanent life insurance, long term care, and disability, must be requested. Please contact our sales desk at 800-648-5278 for assistance.
Does the agent need to be licensed in the state of solicitation?
Yes, the agent must be licensed in the state where the application is signed. In addition, if you sell an LTC policy outside of California, you must complete that state’s CE in order to complete the sale. Agent’s that are only licensed in California are only licensed to sell LTC in California. For annuities, the state’s CE and the company’s training must be completed. For specific questions, please contact our licensing department at 925-648-5210, or email@example.com
Do I need to send in original copies when submitting forms to the carrier applied with?
The only original form the life insurance carrier requires is the signed 1035 Exchange Form. Annuity business requires the original application to be submitted. And some LTC business requires the original application. Otherwise, copies of the original will be sufficient.
Who do I send in new business applications to?
New business applications can be mailed, faxed, or emailed to the attention of "New Business." If you fax or email the application, we ask that you please keep the original application for your records. If you plan on faxing the application or any delivery requirements, please use our Trumark cover page. New Business can be reached at firstname.lastname@example.org, or by fax at 925-648-4747.