Annuities

 

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You may get forms by going to the insurance company's website and logging in.

Or call Marketing Financial at 1-800-677-1087 to request current forms.

 

 

How to do business with Allianz Annuity
1) Supplies

Applications can be found online at www.accessallianz.com. You may need to register during your first visit to the site.

You may also contact the FastTeam at 800-950-7372. You must be contracted to contact them.

2) WebsiteYou can visit their website at www.accessallianz.comYou may need to register during your first visit to the site.
3) Software

Illustrations can be run on their website, www.accessallianz.com. You may need to register during your first visit to the site.

You may also contact the Fast Team at 800-950-7372 for help.  You must be contracted to contact them.

4) Contracts & Licensing

Contracts are available here. All contracts should be emailed to contracting@marketingfinancial.com.

Also, contracts can be mailed to:

Marketing Financial
ATTN: LICENSING
2960 E. Battlefield
Springfield, MO 65804
 
You may also fax contracts to: 417-831-1087.

Please be sure to include a copy of your state licenses, E&O certificate, and a voided check. 

5) New Business
Email all new business to your case manager. If you do not have an assigned case manager send it to:  newbusiness@marketingfinancial.com.
 
Fax: 417-831-1087
 
Or mail to:
 
Marketing Financial
2960 E Battlefield
Springfield, MO 65804
 
DO NOT mail to Allianz. 
 
* If submitting 1035/transfer or replacement forms, originals must be mailed to our office.
6) Case Management
Once new business is received at Marketing Financial, you will be assigned a case manger who will be your personal contact. 
Electronic statuses will be provided on a weekly basis. 
7) CommissionsAllianz pays commissions either by advance or as earned. Contact: 1-800-677-1087.