life new business and underwriting contact information
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Life New Business and Underwriting Contact InformationClick on the map to see your contacts
Team
HollywoodHunter Clark
Team PatriotDemond Orr
Team Grand CentralJamie Oakes
Expedite your case and improve your experienceFor Financial Professional Use Only. Updated 9/21 (WA)
Preferred Client
Partners Group –
All States
Team AlamoDemond Orr
Nationwide
Important phone numbers
Click on your region to see your RCM contacts
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Grand Central
Patriot
Hollywood
Alamo
Preferred Client
Partners Group
Nationwide
Important phone numbers
Life New Business Case Management – Team Grand Central
Role Name Phone email
Relationship Case Manager (EAG) Joanne Hering (A-E, H-P)
Sheena Vargas (F-G, Q-Z)
704-540-3897
704-341-6555
Relationship Case Manager (Retail) Michele Peacock (A-D, Y-Z)
Dana Houi (E-F, H-J, O, T)
Tammie Ervin (G, K, P, W, X)
Chris Whitley (L-N, Q-R)
Sheena Vargas (S, U-V)
704-341-6711
980-308-8911
704-341-6672
704-341-6910
704-341-6555
Relationship Case Manager (Concierge) Anthony Valentine (E-N,U,Y,Z)
Patricea Taylor (B-D, O-R,V-X)
Jacquelyn Brown (A,S,T)
704-540-3994
980-308-8737
704-341-6731
Senior Manager – EAG & Retail RCMs Jamie Oakes 704-341-6367 [email protected]
Senior Manager - Concierge RCMs Laura Levy 704-341-6050 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Jacqueline (Jackie) Belizone 704-540-3834 [email protected]
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MNB – The Greater New York Complex (Supporting New York)
Click here to see your
Underwriting Contacts
Important phone numbers
Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
SWM – Northern Complex (Supporting New York & Vermont)
Life New Business Case Management – Team Grand Central
Role Name Phone email
Relationship Case Manager (EAG) Armoni Stroud 704-341-6426 [email protected]
Relationship Case Manager (Retail) Karen Lachapelle (A-E, G, K-L, V, X-Z)
Radica Samaroo (F, H-J, M-R, T-U, W)
Michele Peacock (S)
704-341-6454
980-308-8915
704-341-6711
Relationship Case Manager (Concierge) Patricea Taylor 704-341-6745 [email protected]
Senior Manager – EAG & Retail RCMs Jamie Oakes 704-341-6367 [email protected]
Senior Manager - Concierge RCMs Laura Levy 704-341-6050 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion
RCMs
Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Toni Smith 980-308-8712 [email protected]
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Click here to see your
Underwriting Contacts
Important phone numbers
Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Grand Central
Role Name Phone email
Relationship Case Manager (EAG) Fulvia Shinn 704-540-3853 [email protected]
Relationship Case Manager (Retail) Michele Peacock (A-E)
Tammie Ervin (F-R)
Chris Whitley (S-Z)
704-341-6711
704-341-6672
704-341-6910
Relationship Case Manager (Concierge) Nikki Greene 704-341-6343 [email protected]
Senior Manager – EAG & Retail RCMs Jamie Oakes 704-341-6367 [email protected]
Senior Manager - Concierge RCMs Laura Levy 704-341-6050 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Nicole Cunningham 704-341-6290 [email protected]
CVN – Northern Complex (Supporting Kentucky, Indiana & Ohio)
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Underwriting Contacts
Important phone numbers
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Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Grand Central
Role Name Phone email
Relationship Case Manager (EAG/Retail) Fulvia Shinn 704-540-3853 [email protected]
Senior Manager – EAG & Retail RCMs Jamie Oakes 704-341-6367 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Nicole Cunningham 704-341-6290 [email protected]
PSR – Northern Complex (Supporting Pennsylvania & West Virginia)
Click here to see your
Underwriting Contacts
Important phone numbers
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Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Patriot
Role Name Phone email
Relationship Case Manager (EAG & Retail) Ashley Gore 704-341-6593 [email protected]
Relationship Case Manager (Concierge) Nikki Greene 704-341-6343 [email protected]
Manager - Retail & EAG RCMs Demond Orr 704-341-6309 [email protected]
Senior Manager - Concierge RCMs Laura Levy 704-341-6050 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Toni Smith 980-308-8712 [email protected]
ARB - Great Lakes Branch (Supporting Michigan)
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Underwriting Contacts
Important phone numbers
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Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Patriot
Role Name Phone email
Relationship Case Manager (EAG) Demetrice Dean 704-341-7092 [email protected]
Relationship Case Manager (Retail) Ashley Gore (A-J)
Lakaisha Cobb (K-Z)
704-341-6593
980-308-8363
Relationship Case Manager (Concierge) Chris Parra 704-341-6747 [email protected]
Manager - Retail & EAG RCMs Demond Orr 704-341-6309 [email protected]
Senior Manager - Concierge RCMs Laura Levy 704-341-6050 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Toni Smith 980-308-8712 [email protected]
BLT - The Capital Branch (Supporting Maryland, Virginia & Washington DC)
Click here to see your
Underwriting Contacts
Important phone numbers
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Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Patriot
Role Name Phone email
Relationship Case Manager (EAG) Connie Riggins (A-K)
Carol Strini (L-Z)
704-540-3966
704-341-6717
Relationship Case Manager (Retail) Rhonda Perkins (A-L)
Tony Chism (M-Z)
704-341-6446
980-308-8948
Relationship Case Manager (Concierge) Julia Maroulis 980-308-8752 [email protected]
Manager - Retail & EAG RCMs Demond Orr 704-341-6309 [email protected]
Senior Manager - Concierge RCMs Laura Levy 704-341-6050 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Nicole Cunningham 704-341-6290 [email protected]
PPA - Philadelphia Branch (Supporting Pennsylvania & Delaware)
Click here to see your
Underwriting Contacts
Important phone numbers
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Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Patriot
Role Name Phone email
Relationship Case Manager (EAG) Rhonda Perkins (A-N)
Demetrice Dean (O-Z)
704-341-6446
704-341-7092
Relationship Case Manager (Retail) Deb Lowry (A-M)
Carol Strini (N-Z)
704-341-7002
704-341-6717
Relationship Case Manager (Concierge) Julia Maroulis 980-308-8752 [email protected]
Manager – EAG & Retail RCMs Demond Orr 704-341-6309 [email protected]
Senior Manager - Concierge RCMs Laura Levy 704-341-6050 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Toni Smith 980-308-8712 [email protected]
TAR – Atlantic/Liberty Branch (Supporting New Jersey, Connecticut & Rhode Island)
Click here to see your
Underwriting Contacts
Important phone numbers
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Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Patriot
Name Title Phone email
Relationship Case Manager (EAG) Tony Chism 980-308-8948 [email protected]
Relationship Case Manager (Retail) Lakaisha Cobb 980-308-8363 [email protected]
Relationship Case manager (Concierge) Saadia Cline 704-540-3960 [email protected]
Senior Manager - Concierge RCMs Laura Levy 704-341-6050 [email protected]
Manager – EAG & Retail RCMs Demond Orr 704-341-6309 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Toni Smith 980-308-8712 [email protected]
WLS – New England (Supporting Massachusetts, New Hampshire & Maine)
Important phone numbers
Click here to see your
Underwriting Contacts
Important phone numbers
Back to map
Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Hollywood
Role Name Phone email
Relationship Case Manager Luci Freeman 980-308-8856 [email protected]
Manager Hunter Clark 980-308-8451 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Jennifer Michaud 980-308-8812 [email protected]
ASO - Personal Account Management
Click here to see your
Underwriting Contacts
Important phone numbers
Back to map
Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Hollywood
Role Name Phone email
Relationship Case Manager (EAG) Jenny Price 315-477-2351 [email protected]
Relationship Case Manager (Retail) Tiffany McIntyre 704-341-6495 [email protected]
Relationship Case Manager (Concierge) Chris Parra 704-341-6747 [email protected]
Manager - Retail & EAG RCMs Hunter Clark 980-308-8451 [email protected]
Senior Manager - Concierge RCMs Laura Levy 704-341-6050 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Jennifer Michaud 980-308-8812 [email protected]
CHO - Illinois Branch (Supporting Illinois)
Click here to see your
Underwriting Contacts
Important phone numbers
Back to map
Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Hollywood
Role Name Phone email
Relationship Case Manager (EAG/Retail) Jen Jaquin 980-308-8916 [email protected]
Relationship Case Manager (Concierge) Julia Maroulis 980-308-8752 [email protected]
Manager - Retail & EAG RCMs Hunter Clark 980-308-8451 [email protected]
Senior Manager - Concierge RCMs Laura Levy 704-341-6050 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Jennifer Michaud 980-308-8812 [email protected]
DEN - Rocky Mountain Branch (Supporting Colorado, Utah, Idaho, Montana & Wyoming)
Click here to see your
Underwriting Contacts
Important phone numbers
Back to map
Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Hollywood
Role Name Phone email
Relationship Case Manager (EAG/Retail) Jen Jaquin 980-308-8916 [email protected]
Relationship Case Manager (Concierge) Nikki Greene 704-341-6343 [email protected]
Manager - Retail & EAG RCMs Hunter Clark 980-308-8451 [email protected]
Senior Manager - Concierge RCMs Laura Levy 704-341-6050 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Jennifer Michaud 980-308-8812 [email protected]
KSM - Kansas City Branch (Supporting Kansas)
Click here to see your
Underwriting Contacts
Important phone numbers
Back to map
Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Hollywood
Role Name Phone email
Relationship Case Manager (EAG) Elizabeth Willett 704-341-6656 [email protected]
Relationship Case Manager (Retail) Talesha Medlin 704-341-6580 [email protected]
Relationship Case Manager (Concierge) Nikki Greene 704-341-6343 [email protected]
Manager - Retail & EAG RCMs Hunter Clark 980-308-8451 [email protected]
Senior Manager - Concierge RCMs Laura Levy 704-341-6050 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Jennifer Michaud 980-308-8812 [email protected]
LAM - Southern California Branch (Supporting California)
Click here to see your
Underwriting Contacts
Important phone numbers
Back to map
Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Hollywood
Role Name Phone email
Relationship Case Manager Tiffany McIntyre (A-L)
Luci Freeman (M-Z)
704-341-6495
980-308-8856
Manager Hunter Clark 980-308-8451 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term
Conversion RCMs
Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Anita Gordon N/A [email protected]
MBD - Farmers
Click here to see your
Underwriting Contacts
Important phone numbers
Back to map
Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Hollywood
Role Name Phone email
Relationship Case Manager (EAG/Retail) Jenny Price 315-477-2351 [email protected]
Relationship Case Manager (Concierge) Nikki Greene 704-341-6343 [email protected]
Manager - Retail & EAG RCMs Hunter Clark 980-308-8451 [email protected]
Senior Manager - Concierge RCMs Laura Levy 704-341-6050 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Jennifer Michaud 980-308-8812 [email protected]
MIW - Wisconsin Branch (Supporting Wisconsin)
Click here to see your
Underwriting Contacts
Important phone numbers
Back to map
Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Hollywood
Role Name Phone email
Relationship Case Manager (EAG/Retail) Tonya Powell 704-341-6663 [email protected]
Relationship Case Manager (Concierge) Nikki Greene 704-341-6343 [email protected]
Manager - Retail & EAG RCMs Hunter Clark 980-308-8451 [email protected]
Senior Manager - Concierge RCMs Laura Levy 704-341-6050 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Jennifer Michaud 980-308-8812 [email protected]
OKC - Oklahoma City Branch (Supporting Oklahoma & Arkansas)
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Underwriting Contacts
Important phone numbers
Back to map
Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Hollywood
Role Name Phone email
Relationship Case Manager (EAG/Retail) Tonya Powell 704-341-6663 [email protected]
Relationship Case Manager (Concierge) Chris Parra 704-341-6747 [email protected]
Manager - Retail & EAG RCMs Hunter Clark 980-308-8451 [email protected]
Senior Manager - Concierge RCMs Laura Levy 704-341-6050 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Jennifer Michaud 980-308-8812 [email protected]
OMH - Great Plains Branch (Supporting Nebraska, South Dakota & Iowa)
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Underwriting Contacts
Important phone numbers
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Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Hollywood
Role Name Phone email
Relationship Case Manager (EAG) Luci Freeman 980-308-8856 [email protected]
Relationship Case Manager (Retail) Jen Jaquin 980-308-8916 [email protected]
Relationship Case Manager (Concierge) Nikki Greene 704-341-6343 [email protected]
Manager - Retail & EAG RCMs Hunter Clark 980-308-8451 [email protected]
Senior Manager - Concierge RCMs Laura Levy 704-341-6050 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Jennifer Michaud 980-308-8812 [email protected]
PXB - Southwest Branch (Supporting Arizona, Nevada & New Mexico)
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Underwriting Contacts
Important phone numbers
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Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Hollywood
Role Name Phone email
Relationship Case Manager (EAG) Jenny Price (A-L)
Luci Freeman (M-Z)
315-477-2351
980-308-8856
Relationship Case Manager (Retail) Deona Love-Richard (A-I)
Tonya Powell (J-R)
Elizabeth Willett (S-Z)
704-341-6872
704-341-6663
704-341-6656
Relationship Case Manager (Concierge) Julia Maroulis 980-308-8752 [email protected]
Manager - Retail & EAG RCMs Hunter Clark 980-308-8451 [email protected]
Senior Manager - Concierge RCMs Laura Levy 704-341-6050 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Jennifer Michaud 980-308-8812 [email protected]
SEC - Pacific Northwest Branch(Supporting Washington, Oregon, Alaska)
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Underwriting Contacts
Important phone numbers
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Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Hollywood
Role Name Phone email
Relationship Case Manager (EAG/Retail) Deona Love-Richard 704-341-6872 [email protected]
Relationship Case Manager (Concierge) Anthony Valentine 704-540-3994 [email protected]
Manager - Retail & EAG RCMs Hunter Clark 980-308-8451 [email protected]
Senior Manager - Concierge RCMs Laura Levy 704-341-6050 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Jennifer Michaud 980-308-8812 [email protected]
SFA - California Branch (Supporting Hawaii & Northern California)
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Underwriting Contacts
Important phone numbers
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Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Hollywood
Role Name Phone email
Relationship Case Manager (EAG/Retail) Tonya Powell 704-341-6663 [email protected]
Relationship Case Manager (Concierge) Julia Maroulis 980-308-8752 [email protected]
Manager - Retail & EAG RCMs Hunter Clark 980-308-8451 [email protected]
Senior Manager - Concierge RCMs Laura Levy 704-341-6050 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Jennifer Michaud 980-308-8812 [email protected]
SLS - St. Louis Branch (Supporting Missouri)
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Underwriting Contacts
Important phone numbers
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Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Hollywood
Role Name Phone email
Relationship Case Manager (EAG) Jenny Price 315-477-2351 [email protected]
Relationship Case Manager (Retail) Tonya Powell 704-341-6663 [email protected]
Relationship Case Manager (Concierge) Nikki Greene 704-341-6343 [email protected]
Manager - Retail & EAG RCMs Hunter Clark 980-308-8451 [email protected]
Senior Manager - Concierge RCMs Laura Levy 704-341-6050 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Jennifer Michaud 980-308-8812 [email protected]
SPL - Minnesota Branch (Supporting Minnesota and North Dakota)
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Underwriting Contacts
Important phone numbers
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Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Alamo
Role Name Phone email
Relationship Case Manager (Retail/EAG) Loretta Bridenhagen 704-341-6046 [email protected]
Relationship Case Manager (Concierge) Nikki Greene 704-341-6343 [email protected]
Manager - Retail & EAG RCMs Demond Orr 704-341-6309 [email protected]
Senior Manager - Concierge RCMs Laura Levy 704-341-6050 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Misty Warden 704-540-3981 [email protected]
BRM - Alabama Gulf Coast Branch (Supporting Alabama)
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Underwriting Contacts
Important phone numbers
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Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Alamo
Role Name Phone email
Relationship Case Manager (EAG) Allison McDonald 980-308-8361 [email protected]
Relationship Case Manager (Retail) Beverly Singleton 980-308-8901 [email protected]
Relationship Case Manager (Concierge) Chris Parra 704-341-6747 [email protected]
Manager - Retail & EAG RCMs Demond Orr 704-341-6309 [email protected]
Senior Manager - Concierge RCMs Laura Levy 704-341-6050 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Nicole Cunningham 704-341-6290 [email protected]
CTN - The Carolinas Branch (Supporting North Carolina & South Carolina)
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Underwriting Contacts
Important phone numbers
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Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Alamo
Role Name Phone email
Relationship Case Manager (EAG) Katie Gordon 704-341-7004 [email protected]
Relationship Case Manager (Retail) Loretta Bridenhagen 704-341-6046 [email protected]
Relationship Case Manager (Concierge) Chris Parra 704-341-6747 [email protected]
Manager - Retail & EAG RCMs Demond Orr 704-341-6309 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Nicole Cunningham 704-341-6290 [email protected]
JXL - Jacksonville Branch (Supporting Florida)
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Underwriting Contacts
Important phone numbers
Back to map
Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Alamo
Role Name Phone email
Relationship Case Manager (Retail/EAG) Loretta Bridenhagen 704-341-6046 [email protected]
Relationship Case Manager (Concierge) Chris Parra 704-341-6747 [email protected]
Manager - Retail & EAG RCMs Demond Orr 704-341-6309 [email protected]
Senior Manager - Concierge RCMs Laura Levy 704-341-6050 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Misty Warden 704-540-3981 [email protected]
LAD - Georgia Branch (Supporting Georgia)
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Underwriting Contacts
Important phone numbers
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Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Alamo
Role Name Phone email
Relationship Case Manager (EAG) Katie Gordon 704-341-7004 [email protected]
Relationship Case Manager (Retail) Allison McDonald (A-C, R)
Ronda Klucsarits (D-Q, S-Z)
980-308-8361
704-341-6942
Relationship Case Manager (Concierge) Nikki Greene 704-341-6343 [email protected]
Manager - Retail & EAG RCMs Demond Orr 704-341-6309 [email protected]
Senior Manager - Concierge RCMs Laura Levy 704-341-6050 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Nicole Cunningham 704-341-6290 [email protected]
MIM - South Florida Branch (Supporting Florida)
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Underwriting Contacts
Important phone numbers
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Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Alamo
Role Name Phone email
Relationship Case Manager (EAG/Retail) Yeison Osorio 980-495-7922 [email protected]
Relationship Case Manager (Concierge) Nikki Greene 704-341-6343 [email protected]
Manager - Retail & EAG RCMs Demond Orr 704-341-6309 [email protected]
Senior Manager - Concierge RCMs Laura Levy 704-341-6050 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Nicole Cunningham 704-341-6290 [email protected]
NSH - Tennessee Branch (Supporting Tennessee)
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Underwriting Contacts
Important phone numbers
Back to map
Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Alamo
Role Name Phone email
Relationship Case Manager (EAG) Sharonda McGill 980-308-8735 [email protected]
Relationship Case Manager (Retail) Sharonda McGill (A-D)
Joseph Ruggiero (E-N)
Allison McDonald (O-Z)
980-308-8735
980-308-8912
980-308-8361
Relationship Case Manager (Concierge) Jacquelyn Brown 704-341-6731 [email protected]
Manager - Retail & EAG RCMs Demond Orr 704-341-6309 [email protected]
Senior Manager - Concierge RCMs Laura Levy 704-341-6050 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Misty Warden 704-540-3981 [email protected]
NTM - Texas Branch (Supporting all Texas locations)
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Underwriting Contacts
Important phone numbers
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Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Alamo
Role Name Phone email
Relationship Case Manager (EAG/Retail) Loretta Bridenhagen 704-341-6046 [email protected]
Relationship Case Manager (Concierge) Patricea Taylor 704-341-6745 [email protected]
Manager - Retail & EAG RCMs Demond Orr 704-341-6309 [email protected]
Senior Manager - Concierge RCMs Laura Levy 704-341-6050 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Misty Warden 704-540-3981 [email protected]
NWL - South Central Branch (Supporting Louisiana & Mississippi)
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Underwriting Contacts
Important phone numbers
Back to map
Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Alamo
Role Name Phone email
Relationship Case Manager (EAG/Retail) Yeison Osorio 980-495-7922 [email protected]
Relationship Case Manager (Concierge) Chris Parra 704-341-6747 [email protected]
Manager - Retail & EAG RCMs Demond Orr 704-341-6309 [email protected]
Senior Manager - Concierge RCMs Laura Levy 704-341-6050 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Nicole Cunningham 704-341-6290 [email protected]
SJN - Puerto Rico Branch (Supporting Puerto Rico)
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Underwriting Contacts
Important phone numbers
Back to map
Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management – Team Alamo
Role Name Phone email
Relationship Case Manager (EAG) Katie Gordon 704-341-7004 [email protected]
Relationship Case Manager (Retail) Yeison Osorio 980-495-7922 [email protected]
Relationship Case Manager (Concierge) Saadia Cline
Denita Rivers
704-540-3960
980-308-8737
Manager - Retail & EAG RCMs Demond Orr 704-341-6309 [email protected]
Senior Manager - Concierge RCMs Laura Levy 704-341-6050 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion
RCMs
Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Misty Warden 704-540-3981 [email protected]
TPA - Central Florida Branch (Supporting Florida)
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Underwriting Contacts
Important phone numbers
Back to map
Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
Life New Business Case Management
Role Name Phone eMail
Relationship Case Manager Luci Freeman 980-308-8856 [email protected]
Manager Hunter Clark 980-308-8451 [email protected]
Director L. Michelle Kepler 219-384-1086 [email protected]
Head of New Business Brian Sumutka 704-341-6417 [email protected]
Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 [email protected]
Term Conversion RCM Jennifer Michaud 980-308-8812 [email protected]
Preferred Client Partners Group (Supporting all states)
Important phone numbers
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Important Submission Information
Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions
FASTEST way to submit documents Upload to Agent Dashboard/Website
Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements
Document Management Center email Address [email protected] Apps, Requirements, Delivery Requirements
Mailing Address Regular:
P.O. Box 1047, Charlotte, NC 28201
Overnight:
8501 IBM Drive, Suite 150, Charlotte, NC 28262
UnderwritingContacts by team
Alamo - Brenda Armington
Life Underwriting – Team Alamo
Role Name Phone Email
Team 1 – NTM, TPA
Underwriters
Karissa Hayden (704) 540-3956 [email protected]
Chip Lewis (980) 308-8815 [email protected]
Michael Queen (704) 341-6612 [email protected]
Susan Rape (704) 341-6957 [email protected]
Managing Chief Underwriter Brenda Armington (860) 409-1482 [email protected]
Director & Chief Underwriter Nora Bolick (704) 341-6944 [email protected]
Team 2 – MIM, CTN, BRM, JXL,
LAD, NSH, NWL, SJN
Underwriters
Carla Carino (860) 409-1341 [email protected]
Stephen Jennings (980) 308-8847 Stephen,[email protected]
Tonya Shine (704) 341-6695 [email protected]
Randy Urda (980) 308-8852 Randy,[email protected]
Managing Chief Underwriter Brenda Armington (860) 409-1482 [email protected]
Director & Chief Underwriter Nora Bolick (704) 341-6944 [email protected]
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Grand Central - Cheryl Hendrix
Life Underwriting – Team Grand Central
Role Name Phone Email
Team 1 - MNB, BSD
Underwriters
Carol Cyr (860) 409-1417 [email protected]
Andrea Heath (704) 540-3957 [email protected]
Jordan Herrera (980) 495-7944 [email protected]
Paul Kisko (704) 540-3903 [email protected]
Carrie Travieso (315) 477-2186 Carrie [email protected]
Managing Chief Underwriter Cheryl Hendrix (704) 341-7113 [email protected]
Director & Chief Underwriter Nora Bolick (704) 341-6944 [email protected]
Team 2 – SWM, PSR, CVN
Underwriters
Allen Glende (704) 341-6060 [email protected]
Michelle Jimmy (980) 308-8814 [email protected]
Managing Chief Underwriter Cheryl Hendrix (704) 341-7113 [email protected]
Director & Chief Underwriter Nora Bolick (704) 341-6944 [email protected]
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Hollywood - Marsha Johnson
Life Underwriting – Team Hollywood
Role Name Phone Email
Team 1 – LAM, SFA, SEC, SLS
Underwriters
Brandon Donaldson (704) 341-6890 [email protected]
Eliza Hale (980) 308-8268 [email protected]
Lynne Howell (704) 341-6582 [email protected]
Managing Chief Underwriter Marsha Johnson (704) 341-6817 [email protected]
Director & Chief Underwriter Mike Derrig (860) 409-1270 [email protected]
Team 2 – CHO, MIW, OKC, OMH,
PXB, SPL, DEN, KSM
Underwriters
Derek Fairchild (980) 409-1341 [email protected]
Jennifer Georgiou (704) 341-6688 [email protected]
Meghan Hayes (980) 495-7943 [email protected]
Managing Chief Underwriter Marsha Johnson (704) 341-6817 [email protected]
Director & Chief Underwriter Mike Derrig (860) 409-1270 [email protected]
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Patriot - Cheryl Hendrix
Life Underwriting – Team Patriot
Role Name Phone Email
Team 1 – MLO, BLT, HCS, PYC
Underwriters
Tierra Page (980) 308-8844 [email protected]
Loren Stidum (860) 409-1142 [email protected]
Marie Washington (704) 341-6680 [email protected]
Managing Chief Underwriter Cheryl Hendrix (704) 341-7113 [email protected]
Director & Chief Underwriter Nora Bolick (704) 341-6944 [email protected]
Team 2 – PPA, TAR, ARB, WLS
Underwriters
Amy Almeida (980) 308-8777 [email protected]
Joy Francis-Peter (860) 409-1141 [email protected]
Sherika Coad (704) 341-6806 [email protected]
Managing Chief Underwriter Cheryl Hendrix (704) 341-7113 [email protected]
Director & Chief Underwriter Nora Bolick (704) 341-6944 [email protected]
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Concierge
Life Underwriting – Concierge
Role Name Phone Email
Underwriters
Lisa Baxter (704) 341-6006 [email protected]
Suzanne Marshall (704) 341-6567 [email protected]
Tammy Nixon (980) 308-8845 [email protected]
John Silvia (704) 341-6300 [email protected]
Managing Chief Underwriter Ben Brame (704) 341-6455 [email protected]
Director & Chief Underwriter Nora Bolick (704) 341-6944 [email protected]
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Special Risk Team
Life Underwriting – Special Risk Team
Role Name Phone Email
Underwriters
Paid Change Underwriters
Cameron Jennings (704) 341-6496 [email protected]
Karey Johnson (980) 308-8846 [email protected]
Angela Nell (704) 341-6959 [email protected]
Torron Williams (980) 308-8843 [email protected]
Grace Byrd (704) 341-6986 [email protected]
Robin Lopez (7040 341-6984 [email protected]
Director & Chief Underwriter Karen Sweeney (860) 409-1124 [email protected]
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Independent
Life Underwriting – Independent
Role Name Phone Email
Underwriters
Jeremy Buckley (860) 409-1322 [email protected]
Nancy Coe (980) 495-7916 [email protected]
Robert Hamilton (980) 495-7935 [email protected]
Nancy Hoffman (860) 409-1491 [email protected]
Patty Kruse (980) 308-8776 [email protected]
Phil Magaldi (980) 308-8880 [email protected]
John Wray (980) 495-7920 [email protected]
Managing Chief Underwriter George Estelle (980) 308-8804 [email protected]
Director & Chief Underwriter Mike Derrig (860) 409-1270 [email protected]
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Important phone numbers
For immediate assistance, please call (800) 888-9763
Options Department
Option 1 Term Conversion/NB Departments
TC team press 1
New Business Departments press 2, then press 1 for Case Management
or press 2 - Commission
or press 3 - Life Sales Desk
or press 4 - Policy Service
or press 5 - Reg 60
or press 6 - Replacements
Option 2 Paid Change
Option 3 Death Claims
Option 4 Commissions
Option 5 Inforce
Option 6 Reg 60
Option 7 1035/Replacements
E-app Line: 1-855-606-6452, option 3
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