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Claims Client Services Producer Services Underwriting Advantages
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Life Insurance Claim Requirements


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We strive to make the claim service process quick and easy for you every step of the way.

If your proceeds are $5,000 or more, you are eligible for a SecureLine account. SecureLine is a service offered to you by our Company. It is an interest bearing account, with check writing privileges, which is provided at no cost to you. Both the principal and interest are guaranteed by the Company.

Policies $25,000 or less:

We realize that many of our beneficiaries require payment as soon as possible. To accommodate these needs, we make filing a claim quick and easy.

Please contact us and we will inform you exactly what is needed to properly evaluate your claim.

Policies more than $25,000

To help us process the claim properly, please have the beneficiary fully complete a Claimant's Statement Form CLO5983 for non variable life policies or Claimant's Statement Form CL05983A for variable life policies.  Please submit a certified copy of our insured's death certificate, stating the cause and manner of death.

If the proceeds of the claim are payable to someone other than an individual beneficiary, we require the completion of a Distinctive Payee Arrangements Form.

Click here to access the forms

We encourage you to include your financial advisor in this process from the beginning. Your advisor can help you complete any special claim requirements. And, a trusted financial professional can help ensure that your benefits and any choices you need to make are best suited for you, your family and your financial goals.

You may also contact us and one of our associates will answer your questions about your benefits, and assist you with all aspects of filing the claim and securing your benefits under the policy.

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