What are the commission close dates for APS carriers?
You can find the schedule in Hot Topics.
How do I find carrier applications on the USA website?
You can find application forms by clicking the ‘Forms’ tab and selecting Carrier Forms. For Lincoln Financial Group forms, please contact your new business case manager..
How do I find carrier contracting forms on the USA website?
Please contact Kirsten Kittelson at (619) 220-8116 ext. 112 or Carmen Bravo at ext. 134.
What carriers table shave?
See Table Shave Carrier Grid in ‘Hot Topics.’
What is the procedure needed in order to check case status?
On our website’s ‘Case Status’ tab you can select ‘Check Case Status’ if you already have a user ID and password. If you need to register, please contact your case manager, or Alena Leyton to request a user ID and password.
Do you have updated carrier information?
Yes, see Carrier Updates in ‘Hot Topics’
Who handles my case management?
Upon completion of the agreement, you will be assigned a key contact case management person.
Does USA have a life settlement department?
Yes, please contact Nick Mallis at (619) 220-8116 ext.322.
Who can help me with illustrations and product support?
For term quotes, please visit our website.
For permanent quotes, you can register for WinflexWeb, an online quoting system which offers illustrations for most of our carriers. You can also submit a request through our website, or contact Alena Leyton at (619) 398-9960 ext. 108.
Does USA have a disability income department?
Yes, please contact Justin Pollinger at (619) 220-8116 ext. 323.
Does USA have an annuity department?Yes, please contact Steve Lance, Stephanie Lucas, or Rayna Tinsley at (619) 220-8116 ext. 310. You can also visit www.apsannuity.com.
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