REMINDER: Ameriprise requires advisors to complete the “New business – Insurance, Brokered (Third Party) Insurance” workflow in eForms Manager for all third-party life insurance applications. This will enable policies to be “linked” and displayed in Ameriprise systems. Training is available in Ameriprise University (“Third party life insurance eForms workflow”). Note that owner(s) of the policy must exactly match owner(s) of the brokerage account for linking. Use proper/legal names. Find more information here (link to AdvisorCompass article). Contact Insurance and Annuities Hold and Service at 800.297.6663 with questions.
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