800.869.1DBS WE MAKE DOING BUSINESS EASIER AND MORE PROFITABLE FOR YOU.

New Ameriprise Requirement Effective December 16, 2019

 

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.

You must be logged in to use this feature!

 

Website is for agent use only. Not for use with the general public. Privacy Policy

Securities offered through The Leaders Group, Inc. Member FINRA/SIPC. 26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120, 303.797.9080. Diversified Brokerage Services is not affiliated with The Leaders Group, Inc.


Before investing, research the background and registration status of any firm or financial professional you are considering dealing with at: http://brokercheck.finra.org/