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Pre-Appointment Grid

Pre-Appointment Grid Pre-Appointment Giid

*PRE-APPOINTMENT: Approval MUST be confirmed with the carrier and the state applied for BEFORE any solicitation may occur.

CARRIER

PRE-APPOINTMENT STATES*

SUBMISSION RULES
FOR ALL OTHER STATES

E/O REQUIRED?

American General

PA

 

Submit with 1st app

$1 million

American National

PA

GA, MI, NC, NJ, NY, WV

Call for Details

$1 million

Assurity Life²

PA

 

Submit with 1st app

$1 million

Aviva Life

PA

MT, OR

Submit with 1st app

$1 million

AXA Equitable

PA

All states are pre-appointment

N/A

Cincinnati Life

PA

 

Submit with 1st app

No Minimum

Columbian Mutual

PA

 

Submit with 1st app

 

Companion Life (NY)

 

 

Submit with 1st app

$1 million

Genworth LTC²

PA

KS, LA, MT

Submit with 1st app

 

Global Atlantic

PA   Submit with 1st app $1 million

John Hancock

PA

MT, WI

Submit with 1st app

$1 million

John Hancock NY

 

 

Submit with 1st app

$1 million

Legal & Gen- Banner

 

WI

Submit with 1st app

KY, OK, UT only

Legal & Gen- Wm Penn

 

NY

N/A

 

Liberty Mutual

PA

 

Submit with 1st app

$1 million

Lincoln Financial

PA

MT

Submit with 1st app

$1 million

Minnesota Life²

PA

 

Submit with 1st app

$1 million

Mutual of Omaha LTC²

PA

GA, MT, WA

Submit with app

$1 million

Nationwide

PA

 

Submit with 1st app

No Minimum

New York LIfe PA All states are pre-appointment N/A Call for details
OneAmerica²   No dual contracting (contact licensing dept) Submit with 1st app $1 million

Principal

   

Submit with 1st app

$1 million

Protective Life

PA

 

Submit with 1st app

$1 million

Prudential

PA

FL

Submit with 1st app

$1 million

Reliance Standard

PA

NC, NM, UT

Submit with 1st app

Sagicor² PA All states are pre-appointment N/A

$1 million

SBLI

PA

IN, OR, UT

Submit with 1st app

$1 million

Security Mutual3

PA

 

Submit with 1st app

$1 million

Symetra PA MT, OK

Submit with 1st app

$1 million

The Standard

   

Submit with 1st app

$1 million

Transamerica

PA

GA, MT

Submit with 1st app

No Minimum

Transamerica LTC

PA

AL, FL, GA, KS, KY, LA, MO, MT, OH, TX, VT, WA, WI

Submit with 1st app

No Minimum

United of Omaha

PA

MT

Submit with 1st app

$1 million

VOYA

PA

 

Submit with 1st app

 

Zurich Life

PA MT Submit with 1st app $1 million

 

  1. Every effort has been made to represent insurance company requirements as of 10-28-19. Insurance companies have the right to change these guidelines at any time and have the final say on company appointments.
  2. Dual contracting is not allowed.
  3. For PA Residents writing policy in any state other than PA, need to be appointed in PA first prior to business being submitted.