Life & Annuities
Life, SPIA & Annuity products are available to you when LTC is not a fit. You have (3) options (see Lenz, Capitas & Impact Partnership carrier lists). For questions and contracting assistance, please contact:
Lenz Financial Group, Inc.
John Bellamy-Marketing Representative for Life cases/ SPIA’s/ Asset-based LTC solutions (Securian)
Office 503-222-3924 x212
Direct 503-850-9012
Ben Davis- Marketing Representative for fixed deferred & index annuities
Office: 503-222-3924 x213
Direct 503-850-9013
Dave Collison- VP Marketing. Does it all but focuses on complex life cases for Lenz
Office 503-222-3924 x214
Direct 503-850-9014
Additional Resources:
Overview: An LTCPG strategic partner for Life, SPIA and Annuity Products.
* Make sure to let them know you’re a Partner with LTCPG!
(Lenz) Life & Annuities:
Alliance *
Alliance Preferred
American General *
American Equity
Americo
Ameritas
American National *
Assurity *
Athlene
Atlantic Coast Life
Atlantic Coast Life RPM
AXA
Banner: Term
Brighthouse *
Cincinnati Life
Columbus Life
Delaware Life
Fidelity & Guaranty *
Foresters
Forethought
GILICO
Global Atlantic
Great American
Guggenheim
Integrity
John Hancock Life
Knighthead
Legacy Marketing Group
Liberty Bankers Life *
Liberty Mutual
Lincoln Finacial Group *
LSW *
Mass Mutual
Minnesota Life
Mutual of Omaha *
Nassau RE
National Life
National Western Life *
Nationwide *
New York Life *
North American *
Oceanview
OneAmerica
Oxford Life *
Pacific Life *
Penn Mutual
Principal *
Protective Life *
Prudential *
Reliance Standard
Sagicor*
Securian
Sentinel
Sentinel RPM
SILAC
Standard Life
Symetra*
Transamerica
Upstream
US Life
Prosperity Life
William Penn
Zurich
*Denotes Life & Annuities
If you are looking for a carrier that you don’t see here— please contact John Bellamy or Dave Collison at Lenz Financial.
Capitas Financial
Overview: An LTCPG strategic partner on annuity products not currently available through LENZ.
* Make sure to let them know you’re a Partner with LTCPG!
(CAPITAS) Annuities
AIG
Equitable
Allianz
Impact Partnership
Overview: An LTCPG strategic partner for annuity options (with LTC riders) not currently available through LENZ or Capitas.
* Make sure to let them know you’re a Partner with LTCPG!
(Impact Partnership) Annuities
North American