CLIENT SUPPORT

Together, we work to improve your portfolio and your future.

Together, we work to improve your portfolio and your future.

Together, let’s make sure your financial plan stays on track. Here is a helpful guide to service your account effortlessly:

Together, let’s make sure your financial plan stays on track. Here is a helpful guide to service your account effortlessly:

Need Help?
Need Help?

ANNUAL PREMIUM PAYMENTS
To pay your annual premium payment, please mail a check written in the full amount due and made out to the insurance company (i.e. Lafayette Life Insurance Company) to our office. Once our office receives your premium payment in the mail, we will email you to confirm that the check has been received and we will send it to the insurance company for processing. Annual premium payment generally can be seen on the account summary within 3-5 business days.

CHANGE PREMIUM PAYMENT FREQUENCY (Not available for annual premium policies.)
To change the premium payment frequency (i.e. monthly, semi-annually, quarterly) please contact our Client Support Specialist at 614-255-7547 with the premium payment frequency desired. Molly will call the insurance company to obtain the new premium payment amount based on the desired premium payment frequency. We will follow up with you to confirm the new amount and if you would like to move forward with the changes. If yes, Molly will fill out all necessary paperwork, and send to you for your signature. Once the paperwork is signed and returned, we will send the information to the insurance company for processing. Change of premium payment frequency will be seen on the account summary 1-day after the next draft date.

REDUCE OR INCREASE PREMIUM PAYMENTS
If you would like to reduce or increase your monthly premium payment, please contact your agent to ensure reduction or increase is possible. Once your agent determines the reduction or increase is possible, our Client Support Specialist, will then fill out all necessary paperwork, and send to you for your signature. Once the paperwork is signed and returned, we will send the information to the insurance company for processing.

POLICY LOANS
If you would like to take a loan from your policy, please contact our Client Support Specialist at (614) 255-7547 with the loan amount you would like to take out. we will ask if you would like to set-up a repayment plan at the time the loan is being taken and will then fill out all necessary paperwork and send to you for your signature. Once the paperwork is signed and returned, we will send the information to the insurance company for processing. Bank On Yourself policy loans are generally received by the client within 5-7 business days.  

POLICY LOAN REPAYMENTS
If you have an outstanding policy loan and would like to repay your loan, please contact our Client Support Specialist at (614) 255-7547 with the repayment amount and draft date as well as if this is a one-time repayment or reoccurring monthly repayment. We will fill out all necessary paperwork, and send to you for your signature. Once the paperwork is signed and returned to our office, we will send the information to the insurance company for processing. Repayments generally can be seen on your account summary within 5-7 business days depending on the specified repayment date.

ANNUITY WITHDRAWALS
If you would like to take a withdrawal from your annuity, please contact our Client Support Specialist at (614) 255-7547 with the withdrawal amount you would like to take out. We will fill out all necessary paperwork, and send to you for your signature. Once the paperwork is signed and returned, we will send the information to the insurance company for processing. Annuities withdrawals are generally received by the client within 10-12 business days.

CHANGE BENEFICIARY INFORMATION
If you ever need to change/update the beneficiary information on your account, please contact our Client Support Specialist at (614) 255-7547 with details of the change/update. We will fill out all necessary paperwork, and send to you for your signature. Once the paperwork is signed and returned to our office, we will send the information to the insurance company for processing. Beneficiary changes will take immediate effect upon the insurance company’s receipt of request. 

CHANGE PERSONAL CONTACT INFORMATION
If you need to change/update your personal contact information, please contact our Client Support Specialist at (614) 255-7547 with details of the change/update. We will fill out all necessary paperwork, and send to you for your signature. Once the paperwork is signed and returned to us, we will send the information to the insurance company for processing. Changes to personal contact information can generally been seen by the client within 5-7 business days. 

CHANGE BANK INFORMATION FOR PREMIUM DRAFTS
If you would like to make changes to your bank and/or bank account information from where your premiums are being withdrawn, please contact our Client Support Specialist at (614) 255-7547 with details of the change/update. We will fill out all necessary paperwork, and send to you for your signature. Once the paperwork is signed and returned to us, we will send the information to the insurance company for processing. Bank account information changes will take immediate effect upon the insurance company’s receipt of request.