Submitting New Business

Earn a bonus on your your first piece of business!
*Restrictions may apply  

 


 


____ Make sure you have all the required client and agent signatures and initials on the application.
____ Upload a copy of the Application & copies of all original transfer forms.
____ Mail the original annuity application and all original transfer forms to the address below, along with the Third Party Administrator forms (Salary Reduction Agreement, Exchange Authorization…).  PLEASE DOUBLE CHECK THEY’RE COMPLETE


____ Make sure you have all the required client and agent signatures on the application.
____ Order the Paramedic exam right away. Make sure your client gets the exam done ASAP. You can call Portamedic or Exam One to schedule the exam.
____ Upload, fax, or email the application and a signed illustration to us. Please also mail any originals needed, i.e. voided checks, premium payments, etc, to the address below.


____ Make sure you have all the required client and agent signatures and initials on the application.
____ Upload, fax, or email the application and a signed illustration to us. Please also mail any originals needed, i.e. voided checks, premium payments, etc, to the address below.




____ Make sure you have all the required client and agent signatures on the application.
____ Upload, fax, or email the application and a signed illustration to us. Please also mail any originals needed, i.e. voided checks, premium payments, etc, to the address below.




  Upload Documents

 

Please attach the Application documents below, then click "Send Now" to submit. Note: In order to upload successfully, each item can be no larger than 20MB

 

  Overnight/New Business Address

30520 Rancho Calfifornia Road
Suite 107-220 
Temecula, CA 92591