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LSW Annuity New Business
processed at National Life in Dallas, Texas *

LSW annuity new business applications, internal and external replacements associated with new business, and initial premium payments are processed at National Life in Dallas, Texas. For faster processing, please download the latest forms directly from our website (http://www.nationallife.com ), and submit your application to the following:

FEDERAL EXPRESS
1300 West Mockingbird Lane, Dallas TX 75247

FAX
214-638-9371

EMAIL
lswimaging@nationallife.com

MAIL
PO Box 569080, Dallas TX 75356

Also, please note the following:

  • Florida has special forms for over 65 so be sure use the LSW website for forms.
  • Suitability Form #10068 is not required for:
    • Qualified Plans
    • TSA (403(b) cases that are FLOW premiums
    • ESI cases where the agent is a Registered Rep
  • Applications do not need to include the Disclosure Summary "Is This Annuity Right for You? - Suitability form takes care of this.
  • All LSW annuity cases (with the exception of ESI cases) need to go to Dallas including checks and transfer requests for new cases and after issue transfers.
  • Dallas will be contacting the agents on any Suitability questions or problems, and may contact you on Transfer questions.

Please contact AMZ Financial Insurance Services (866) 204-7712 if you have questions or need assistance.


**** This announcement pertains to "ANNUITY " new business ONLY. ****

Please continue to send "LIFE" Applications to AMZ's New Business Office in California (4944 Wind Play Drive, Ste 115, El Dorado Hills, CA 95762-9310), Fax to 866-596-5294, or email dawn@amzwebcenter.com.

 

Brought to you by AMZ Financial Insurances Services, LLC. 14225 University Avenue, Suite 210, Waukee, IA 50263. (866) 204-7712. www.amzwebcenter.com
 
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