Illustration and Underwriting

LPES UPDATE

There is a system patch available for the Life Portraits Enterprise System.
This can be downloaded from the
IMG website or here.

Attention Maryland Agents

Form 4719-MD must now be used in conjunction with the following applications:

Virtual Forms

Form 4719-MD has been added to the MD state forms list in Virtual forms.

Stranger Owned
Life Insurance (SOLI)

It is American National's policy that life insurance should only be purchased to provide protection to those with an insurable interest in the life of the insured. We will not knowingly participate in life insurance sales motivated by the possible sale of policies in a secondary market or participation of investors in policy death benefits. This includes Stranger-Owned Life Insurance (SOLI), Investor- Owned Life Insurance (IOLI), life settlements, or viatication.

In order to control the issuing of policies intended for these purposes, we require that Form 4439 "Customer Identification Verification" be completed on all cases. If any of the questions on this form are answered "Yes," additional forms will need to be completed, per the instructions on the form. Form 10051-ICC09 "Premium Financing Intent Form" will also need to be completed for all cases in which the proposed insured is age 65 or older and the face amount applied for is $1,000,000 or more. Both forms are available in Virtual Forms on the IMG Web site.

ANICONY

Notice to Agents doing Business in
New York

Form ANY-112, the Definition of Replacement, is a required form mandated by the state of New York on all applications, whether a replacement is occurring or not.  Failure to include this form will delay your business.

The Reg 60 tab on the website here has the two Reg 60 packets, as well as an Agent Training packet.  Please check these documents for any other forms you may need as information on our websites are constantly being updated.

These forms are also available in Virtual Forms.

 
Independent Marketing Group is a division of American National Insurance Company and American National Life Insurance Company of New York.
For agent use only, not for consumers, or general use.
For information about products and services, please contact the Field Support Center 888-501-4043, option 1
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