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Life Insurance
Life Insurance
Life insurance is most commonly used to help protect your family from any financial effects of your and/or your spouse's death. Protect your family's financial well-being with life insurance, which can pay a death benefit to help replace a lifetime of your loved one's lost earning potential.
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Variable Universal Life Insurance
A hallmark of variable universal life insurance (VUL) is flexibility. In addition to death benefit protection, VUL offers the ability to allocate among purely market-driven and guaranteed investment options. With such a wide range of investment options, you may adjust your policy’s allocations to meet a potential lifetime of growth objectives and risk tolerances—all in one flexible policy.
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Indexed Universal Life Insurance
When you need death benefit protection, the right life insurance policy may also help protect against market downturns. Indexed universal life insurance (IUL) offers the growth potential of index-based interest crediting rates and the protection of guaranteed minimum interest crediting floors.
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Term Life Insurance
Quality term life insurance from a premier life insurance carrier. Protect your family or business for the term period of your choosing at competitive premiums.
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Universal Life Insurance
Universal Life Insurance (UL) provides death benefit protection with cash value growth potential, guaranteed minimum interest crediting rates, and flexible options for customizing coverage for your needs.
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Variable Universal Life Insurance
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Annuities
Annuities
¾«¶«Ó°Òµ offers a variety of annuities designed to help grow, protect, and manage retirement savings turning it into steady, reliable lifetime income based on your personal preferences and goals.
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Variable Annuities
¾«¶«Ó°Òµ variable annuities are long-term investments that can help you grow your retirement savings through a diverse selection of investment options while deferring taxes until you’re ready to take retirement income.
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Registered Index-Linked Annuities
A registered index-linked annuity is a tax-deferred contract that allows you to pursue growth without being invested directly in the market. Instead, growth is linked to the performance of an index (such as the S&P 500® index). It also provides levels of protection against the amount of loss you can incur.
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Fixed Indexed Annuities
¾«¶«Ó°Òµ fixed indexed annuities are designed to protect your principal while providing growth opportunity based on the positive movement of an index creating a source of income that lasts for life and providing a guaranteed death benefit for loved ones.
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Fixed Annuities
Protect and grow your principal at a fixed rate to create a source of lifetime income and help provide for loved ones through a death benefit with a ¾«¶«Ó°Òµ fixed annuity.
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Immediate Annuities
With a ¾«¶«Ó°Òµ immediate annuity you can receive reliable income payments that begin on a date you choose within one year of purchase and last for life.
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Deferred Income Annuities
A fixed, deferred income annuity from ¾«¶«Ó°Òµ provides reliable income payments beginning on a future date the annuitant chooses.
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Variable Annuities
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Employee Benefits
Employee Benefits
¾«¶«Ó°Òµ offers a full range of employee benefits, available through your employer, for your added health and financial well-being.
-
Explore Benefits
From dental exams to paycheck protection, our coverages can help provide you and your family peace of mind.
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Submit A Claim
Submit a claim for coverages available through your employer.
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Explore Benefits
- Life Goals
- Insights
-
Employee Benefits
Employee Benefits
Introducing ¾«¶«Ó°Òµ Workforce Benefits that deliver employee value and meet employers' needs for simplicity and dependability in an ever-changing workplace.
-
Why Choose Us
Reduce your administrative tasks and time with a powerful, yet simple approach to managing group benefits.
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Our Products
Quality benefits your employees can rely on that are easy and friction-free to use and manage.
-
Why Choose Us
- Retirement and Pension Solutions
- Executive Benefits
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Retirement Solutions
Retirement Solutions
The Institutional Retirement Solutions Group offers a holistic approach that provides a seamless and integrated experience for our clients. We leverage ¾«¶«Ó°Òµâ€™s nearly 160 years of financial strength to deliver retirement security and solve the critical need for institutional income solutions.
-
Pension Solutions
A leader in the Pension Risk Transfer market since 1941, we help provide retirement security for participants and deliver best-in-class performance and high-touch client service.
View more -
Lifetime Income Solutions
Partnering with our clients to deliver customizable lifetime income solutions that cater to the full spectrum of retirement plan needs.
View more
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Pension Solutions
- Institutional Investments
- Retirement and Pension Solutions
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Employee Benefits
Employee Benefits
Introducing ¾«¶«Ó°Òµ Workforce Benefits. A new, totally unified experience that integrates group benefits, from quotes to claims. Better for your clients. Better for your business.
-
Why Choose Us
Making you a hero for your clients with seamless solutions from start to finish.
-
Our Products
Quality products your clients need that are easy and friction-free to use and manage.
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Why Choose Us
Login
Discover financial solutions that protect your future and provide peace of mind. Whether you're exploring annuities, life insurance, or understanding employee benefits through your workplace, ¾«¶«Ó°Òµ offers resources and products designed to meet your personal and family goals.
Support your workforce with innovative employee benefits and retirement solutions. ¾«¶«Ó°Òµ partners with business owners, benefits administrators, and pension fund managers to create customized programs that attract and retain top talent while securing their financial future.
Simplify complex retirement and pension risk management with our tailored solutions for large organizations. ¾«¶«Ó°Òµ specializes in working with institutions to address their unique challenges, offering expertise in pension de-risking and strategic retirement planning for a more secure future.
Empower your clients with confidence by leveraging ¾«¶«Ó°Òµâ€™s comprehensive portfolio of financial products. From annuities to life insurance, we provide the tools, resources, and support to help financial advisors and brokers deliver exceptional value and long-term results.
-
Life Insurance
Life Insurance
Life insurance is most commonly used to help protect your family from any financial effects of your and/or your spouse's death. Protect your family's financial well-being with life insurance, which can pay a death benefit to help replace a lifetime of your loved one's lost earning potential.
-
Variable Universal Life Insurance
A hallmark of variable universal life insurance (VUL) is flexibility. In addition to death benefit protection, VUL offers the ability to allocate among purely market-driven and guaranteed investment options. With such a wide range of investment options, you may adjust your policy’s allocations to meet a potential lifetime of growth objectives and risk tolerances—all in one flexible policy.
-
Indexed Universal Life Insurance
When you need death benefit protection, the right life insurance policy may also help protect against market downturns. Indexed universal life insurance (IUL) offers the growth potential of index-based interest crediting rates and the protection of guaranteed minimum interest crediting floors.
-
Term Life Insurance
Quality term life insurance from a premier life insurance carrier. Protect your family or business for the term period of your choosing at competitive premiums.
-
Universal Life Insurance
Universal Life Insurance (UL) provides death benefit protection with cash value growth potential, guaranteed minimum interest crediting rates, and flexible options for customizing coverage for your needs.
-
Variable Universal Life Insurance
-
Annuities
Annuities
¾«¶«Ó°Òµ offers a variety of annuities designed to help grow, protect, and manage retirement savings turning it into steady, reliable lifetime income based on your personal preferences and goals.
-
Variable Annuities
¾«¶«Ó°Òµ variable annuities are long-term investments that can help you grow your retirement savings through a diverse selection of investment options while deferring taxes until you’re ready to take retirement income.
-
Registered Index-Linked Annuities
A registered index-linked annuity is a tax-deferred contract that allows you to pursue growth without being invested directly in the market. Instead, growth is linked to the performance of an index (such as the S&P 500® index). It also provides levels of protection against the amount of loss you can incur.
-
Fixed Indexed Annuities
¾«¶«Ó°Òµ fixed indexed annuities are designed to protect your principal while providing growth opportunity based on the positive movement of an index creating a source of income that lasts for life and providing a guaranteed death benefit for loved ones.
-
Fixed Annuities
Protect and grow your principal at a fixed rate to create a source of lifetime income and help provide for loved ones through a death benefit with a ¾«¶«Ó°Òµ fixed annuity.
-
Immediate Annuities
With a ¾«¶«Ó°Òµ immediate annuity you can receive reliable income payments that begin on a date you choose within one year of purchase and last for life.
-
Deferred Income Annuities
A fixed, deferred income annuity from ¾«¶«Ó°Òµ provides reliable income payments beginning on a future date the annuitant chooses.
-
Variable Annuities
-
Employee Benefits
Employee Benefits
¾«¶«Ó°Òµ offers a full range of employee benefits, available through your employer, for your added health and financial well-being.
-
Explore Benefits
From dental exams to paycheck protection, our coverages can help provide you and your family peace of mind.
-
Submit A Claim
Submit a claim for coverages available through your employer.
-
Explore Benefits
- Life Goals
- Insights
-
Employee Benefits
Employee Benefits
Introducing ¾«¶«Ó°Òµ Workforce Benefits that deliver employee value and meet employers' needs for simplicity and dependability in an ever-changing workplace.
-
Why Choose Us
Reduce your administrative tasks and time with a powerful, yet simple approach to managing group benefits.
-
Our Products
Quality benefits your employees can rely on that are easy and friction-free to use and manage.
-
Why Choose Us
- Retirement and Pension Solutions
- Executive Benefits
-
Retirement Solutions
Retirement Solutions
The Institutional Retirement Solutions Group offers a holistic approach that provides a seamless and integrated experience for our clients. We leverage ¾«¶«Ó°Òµâ€™s nearly 160 years of financial strength to deliver retirement security and solve the critical need for institutional income solutions.
-
Pension Solutions
A leader in the Pension Risk Transfer market since 1941, we help provide retirement security for participants and deliver best-in-class performance and high-touch client service.
View more expand_more -
Lifetime Income Solutions
Partnering with our clients to deliver customizable lifetime income solutions that cater to the full spectrum of retirement plan needs.
View more expand_more
-
Pension Solutions
- Institutional Investments
- Retirement and Pension Solutions
-
Employee Benefits
Employee Benefits
Introducing ¾«¶«Ó°Òµ Workforce Benefits. A new, totally unified experience that integrates group benefits, from quotes to claims. Better for your clients. Better for your business.
-
Why Choose Us
Making you a hero for your clients with seamless solutions from start to finish.
-
Our Products
Quality products your clients need that are easy and friction-free to use and manage.
-
Why Choose Us
-
Individuals
Discover financial solutions that protect your future and provide peace of mind. Whether you're exploring annuities, life insurance, or understanding employee benefits through your workplace, ¾«¶«Ó°Òµ offers resources and products designed to meet your personal and family goals.
-
Employers
Support your workforce with innovative employee benefits and retirement solutions. ¾«¶«Ó°Òµ partners with business owners, benefits administrators, and pension fund managers to create customized programs that attract and retain top talent while securing their financial future.
-
Institutions
Simplify complex retirement and pension risk management with our tailored solutions for large organizations. ¾«¶«Ó°Òµ specializes in working with institutions to address their unique challenges, offering expertise in pension de-risking and strategic retirement planning for a more secure future.
-
Financial Professionals & Brokers
Empower your clients with confidence by leveraging ¾«¶«Ó°Òµâ€™s comprehensive portfolio of financial products. From annuities to life insurance, we provide the tools, resources, and support to help financial advisors and brokers deliver exceptional value and long-term results.
Life Insurance Forms
Please select a topic from the PL list below.
¾«¶«Ó°Òµ Insurance Forms
Change Policy Information |
This form is used to request an address change on a life insurance or fixed annuity policy.
This booklet is used for ownership, beneficiary, or name changes and includes additional forms that may be needed for an ownership change.
Change Authorizations |
This form may be used for a life insurance or fixed annuity policy to: authorize an interested party, request and receive policy information, remove an interested party, or stop/start duplicate mailings to an interested party.
This form is used to authorize the Policyowner to make telephone or electronic requests that are available on the policy, or to authorize a party other than the policyowner to make telephone or electronic requests. In the state of WA, if another party is appointed, a witness's signature is required.
Take Money Out of the Policy |
This form is used to request a loan on a life insurance policy.
This form is used to surrender/cancel an existing life insurance or annuity policy.
This form can be used to request withdrawals of cash value and dividends and surrender paid-up additional insurance on a life insurance or fixed annuity policy.
Make Billing Changes |
This form is used to request changes to billing and premium information on in-force life insurance policies.
This form is used to establish and change EFT requests for premium payments on life insurance & fixed annuity policies and policy loan repayments on life insurance policies only.
Make an Investment Change |
This form is used to allocate payments, rebalance and/or transfer investment options using the variable transfer services available on your variable life insurance policy.
Used for PDP IUL product to request one-time transfers, payment transfers, Scheduled Indexed Transfers, or segment maturity reallocations.
Used for PDX & PDX 2 IUL products to request one-time transfers, payment transfers, Scheduled Indexed Transfers, or segment maturity reallocations.
Used for Horizon IUL, Horizon ECV IUL, Horizon SIUL, and Horizon IUL 2 to request one-time transfers, payment transfers, scheduled indexed transfers or segment maturity reallocations.
Used for PIA & PIA2 IUL products to request one-time transfers, payment transfers, Scheduled Indexed Transfers, or segment maturity reallocations.
Used for PIA 3, PIA 4, PIA 5 & PIA 6 IUL products to request one-time transfers, payment transfers, Scheduled Indexed Transfers, or segment maturity reallocations.
Used for IPEP, IPEP2, & IPEP3 IUL products to request one-time transfers, payment transfers, Scheduled Indexed Transfers, or segment maturity reallocations.
Used to for PIP LT & PIP LT 2 IUL products request one-time transfers, payment transfers, Scheduled Indexed Transfers, or segment maturity reallocations.
Used for PRIME & PRIME 2 IUL products to request one-time transfers, payment transfers, Scheduled Indexed Transfers, or segment maturity reallocations.
Used for Trident IUL product to request one-time transfers, payment transfers, Scheduled Indexed Transfers, or segment maturity reallocations.
Used for PIA Pro & PIA Pro 2 IUL products to request one-time transfers, payment transfers, Scheduled Indexed Transfers, or segment maturity reallocations.
Request Summary of Your Policy |
This form is used to request a Certificate of Insurance or a duplicate policy on life insurance or fixed annuity policies.
Request a Duplicate Copy of Your Policy |
This form is used to request a Certificate of Insurance or a duplicate policy on life insurance or fixed annuity policies.
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Please select a topic from the PL Promise Product list below.
PL Promise Product Forms
Change Policy Account Information (For PL Promise Products Only) |
This form is used to request an address change on a life insurance policy.
This form is used for beneficiary changes.
This form is used for name changes.
This form is used for ownership changes.
This booklet used to request a variety of changes to an in force life insurance policy.
This booklet used to request a variety of changes to an in force life insurance policy.
This booklet used to request a variety of changes to an in force life insurance policy.
This booklet used to request a variety of changes to an in force life insurance policy.
This form is used for reinstatement of a Child Rider on a lapsed policy.
This form is used for reinstatement of a Child Rider on a lapsed policy.
This form is used for reinstatement of a Child Rider on a lapsed policy.
This form is used for reinstatement of a Child Rider on a lapsed policy.
This form is used for reinstatement of a lapsed policy.
This form is used for reinstatement of a lapsed policy.
This form is used for reinstatement of a lapsed policy.
This form is used for reinstatement of a lapsed policy.
This form is used when the policy owner or beneficiary is a trust.
Billing Payments (For PL Promise Products Only) |
This form is used for billing and premium changes.
This form is used to establish and change EFT requests for premium payment.
This form is used to release a collateral assignment when a debt has been repaid on a collaterally assigned policy. A policy will remain collaterally assigned until this form is completed and returned to PL.
Change requests (For PL Promise Products Only) |
This form is used for policy owned by business entities and other organization, or for other ownership arrangements to notify PL who is authorized to sign on behalf of the Policy Owners when exercising the policy's ownership rights
This form is used to request a Certificate of Insurance or a duplicate policy on insurance policies.
This form is used to assign a policy as collateral security for an obligation owed to a bank, company or individual. It’s execution transfers certain contractual rights from the policy owner to the assignee
This form may be used to authorize an interested party, request and receive policy information, remove an interested party to stop/start duplicate mailing to an interested party.
This form is used to replace any existing Producer/Agency that services the policy/contract with the New Producer/Agency named
Withdrawal Requests (For PL Promise Products Only) |
This form is used for surrendering policies.
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