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 Sagicor Life
1) Supplies

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

You may also contact Sagicor at 888-724-4267 for assistance.

2) WebsiteYou can visit their website at www.sagicorlifeusa.com. You may need to register during your first visit to the site.

You may also contact Sagicor at 888-724-4267 for assistance.

3) SoftwareIllustrations can be run on their website, www.sagicorlifeusa.com.  You may need to register during your first visit to the site.

You may also contact Sagicor at 888-724-4267 for assistance.

4) Contracts & Licensing

Sagicor Life requires preappointment prior to writing business. You must also complete their Suitability Training prior to writing annuity business.

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

Also, contracts can be mailed to: 

Marketing Financial

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 Sagicor.
 
* 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) CommissionsSagicor pays commissions either by advance or as earned. Contact: 1-800-677-1087.