Transamerica Contracting |
|
|
Products: Term & Guaranteed Universal Life
|
Contracting
We use SureLC for contracting with Transamerica products. You can make that request above and review our Instructions or YouTube videos for getting set up in the portal and making the request. If you have any questions, please call or email Robiny Mitchell at (919) 794-3177 or [email protected].
Processing will take approximately 7-10 business days. An email will be sent to you from Transamerica with your new agent number when the approval process is complete.
If you are contracting your agency, you will get two agent numbers, one for the agency and one for yourself personally as a writing agent. Be sure to use your personal writing number when taking a client application.
We use SureLC for contracting with Transamerica products. You can make that request above and review our Instructions or YouTube videos for getting set up in the portal and making the request. If you have any questions, please call or email Robiny Mitchell at (919) 794-3177 or [email protected].
Processing will take approximately 7-10 business days. An email will be sent to you from Transamerica with your new agent number when the approval process is complete.
If you are contracting your agency, you will get two agent numbers, one for the agency and one for yourself personally as a writing agent. Be sure to use your personal writing number when taking a client application.
Transfer/Release Policy
A letter of release is needed if you have written business within the past 6 months or have been contracted with your current upline for less than 6 months. To transfer immediately, a letter of release is needed from your current upline. Be sure to send that release to [email protected] for processing.
If you are unable to obtain a release, you may begin a delayed 6-month release. Simply email [email protected]. Let her know you would like to change hierarchies. She will notify Transamerica of your intent and you will be able to switch hierarchies 6 months after making this request and you can continue to write business during this waiting period. When the 6-month waiting period is over, you and Robiny will need to submit a new contract with the requested new upline hierarchy.
A letter of release is needed if you have written business within the past 6 months or have been contracted with your current upline for less than 6 months. To transfer immediately, a letter of release is needed from your current upline. Be sure to send that release to [email protected] for processing.
If you are unable to obtain a release, you may begin a delayed 6-month release. Simply email [email protected]. Let her know you would like to change hierarchies. She will notify Transamerica of your intent and you will be able to switch hierarchies 6 months after making this request and you can continue to write business during this waiting period. When the 6-month waiting period is over, you and Robiny will need to submit a new contract with the requested new upline hierarchy.
Demographic Changes
EFT Changes
Add Non Resident State