Carrier Appointment Guide
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Carrier Appointment Guidelines
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Carriers **Contact our office if there is a carrier you do not see on the below list** Full Appt. AvailableNew Business RequiredJust in Time - Pending New Business (May Provide a Code)Code Needed Prior to Paper/E-SubmissionSage Scholarship**Advance OptionDual Appt or Release/Form Needed Important Carrier Notes
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*** If you have new business ready to submit, please contact our contracting team to expedite your contracting***
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Accordia (Global Atlantic)9 MonthRelease/Form Needed
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Aetna Final ExpenseX9 MonthRelease/Form Needed**Carrier May impose a Cap per policy
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AGLAXX9 MonthRelease/Form Needed**Rolling Target (GUL, Max Accumulator, ValuePlue)**
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AllianzXX9 MonthRelease/Form Needed
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American AmicableX9 MonthRelease/Form Needed**Carrier May impose a Cap per policy
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American General - Guaranteed Issue
XXDual
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American General LifeX9 MonthDual
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American National (ANICO)XXX
3,6,9 Month**
Release/Form Needed**Advance Amount/Cap is determined by ANICO
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AmericoXX3,6 MonthRelease/Form Needed**Carrier May impose a Cap per policy
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AmeritasX6,9 MonthRelease/Form Needed**Carrier May impose a Cap per policy
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AssurantX3,6,9 MonthDual**Carrier May impose a Cap per policy
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AssurityXX6 MonthsRelease/Form Needed
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AvivaXRelease/Form Needed
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AXAXDual
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BannerX*9 MonthDual*E&O for ADV only - Advance is active for 2yrs and then must be renewed
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BrighthouseXDual
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Colorado BankersXRelease/Form Needed
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Columbian LifeX9 MonthRelease/Form Needed** If Agent Self-terminates will be an automatic 6 month "sit out."
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Columbus LifeXRelease/Form Needed
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Conseco (Washington National)X9 MonthRelease/Form Needed
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FidelityXXRelease/Form Needed
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Fidelity & GuarantyXRelease/Form Needed
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ForestersXXX9 MonthRelease/Form Needed
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Guardian***-------**PLEASE CONTACT CONTRACTING FOR DETAILS **
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Great WesternX6 Month CapRelease/Form Needed
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GerberXXDual
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Illinois MutualX
6, 9 Months**
Release/Form Needed**Advance Amount/Cap is determined by Illinois Mutual
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John HancockXDual
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Kansas City LifeXX80%Release/Form Needed**Carrier May impose a Cap per policy
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LaffayetteXXRelease/Form Needed**Requires Code to submit E-app
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Liberty BankersX6,9 MonthRelease/Form Needed
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LincolnX9 MonthDual
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Lloyds***-------**PLEASE CONTACT CONTRACTING FOR DETAILS **
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Minnesota Life/ SecurianXRelease/Form Needed
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Mutual of OmahaXX3,6,9 MonthDual****Excludes FE,TLE & Health Products - See Transfer Form
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Mutual TrustX6,9 MonthRelease/Form Needed
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National Guardian LifeXRelease/Form Needed
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National Guardian Life - LTCXRelease/Form Needed
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National WesternX50% or 60%Release/Form Needed
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North AmericanX9 MonthRelease/Form Needed
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One AmericaXDual
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Pacific LifeXDual
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Pan AmericanXXRelease/Form Needed
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PhoenixX3,6,9 MonthRelease/Form Needed
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Principal Life & DIXDual
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ProtectiveX9 MonthDual
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PrudentialXDual
**For NY Business - Agent must hold the LIFE AND/OR ACCIDENT/HEALTH AGENT Line
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SagicorXXRelease/Form Needed
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SBLIXDual
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SymetraXDual
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Transamerica FamilyX9 MonthDual****If Agent Qualifies - See Dual Form
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Transamerica LTCXDual
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Transamerica NYXDual
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United Home LifeX9 MonthRelease/Form Needed
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VoyaXDual
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William PennX9 MonthDual*E&O for ADV only - Advance is active for 2yrs and then must be renewed
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SWYS - Sell While you Sleep
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Fidelity Security LifeXXXDual** Requires agent to pay appointment fees upfront**
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IHCXX9 MonthRelease/Form Needed
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National Guardian DIXRelease/Form Needed
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SurebridgeXX3,6 MonthRelease/Form Needed
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VBA Accident, Med Plan & DentalX3,6,9 MonthRelease/Form Needed
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Life Carriers - LINK FOR CONTRACTING
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Kemper (LINK)X**3,6 MonthRelease/Form Needed**MUST COMPLETE CONTRACTING LINK BEFORE APP SUBMISSION
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Life of the Southwest (LINK)XX9 MonthRelease/Form Needed
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LUMICO (LINK)X**6 MonthRelease/Form Needed**MUST COMPLETE CONTRACTING LINK BEFORE APP SUBMISSION
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Mass Mutual (LINK)XDual
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Oxford (LINK)X6,9 MonthRelease/Form Needed
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Prime Term (LINK)XDual
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Surebridge (LINK)XX3,6 MonthRelease/Form Needed
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Transamerica Worksite (LINK)XRelease/Form Needed
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Annuity Carriers ** Contact the Levinson Annuity Team about any state/carrier requirements prior to new business solicitation**
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AIGXDual****Same Appointment Number for Life & Annuity
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Allianz PreferredXXXRelease/Form Needed******Carrier Requires Production Requirements
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American EquityXXRelease/Form Needed
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American NationalXX
Release/Form Needed**
**Same Appointment Number for Life & Annuity
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AtheneXRelease/Form Needed
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Colorado BankersX
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EquitrustXRelease/Form Needed
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Fidelity and GuarantyXRelease/Form Needed
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ForethoughtXRelease/Form Needed
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Great AmericanXRelease/Form Needed
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GuggenheimXRelease/Form Needed
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IntegrityXRelease/Form Needed
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Kansas CityXX
Release/Form Needed**
**Same Appointment Number for Life & Annuity
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Liberty BankersXRelease/Form Needed
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LincolnXDual
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LSWXXRelease/Form Needed
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Manhattan LifeXRelease/Form Needed
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Mutual of OmahaXDual****Same Appointment Number for Life & Annuity
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National WesternXRelease/Form Needed
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North AmericanXRelease/Form Needed
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One AmericaX
Release/Form Needed**
**Same Appointment Number for Life & Annuity
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OxfordXXRelease/Form Needed
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