NLG Contact Information - Last Updated 9/23/2020

PFA Agency Support Updated 9/23/2020

National Life Group Contact Center: 800-906-3310
For assistance with Pre-Sale Support, Pending & Existing Business, Life Insurance,
Annuities, Contracting, Commissions and Password Reset
Agents: Select 1
Existing Customers: Select 3


National Life Group Technical Help Desk
Email: ITServiceDesk@NationalLife.com Phone:877-654-3499


Sales
Jennifer Warfield, CFP National Life Group Life & Annuity Sales Desk Underwriting 7         
Vice President, Independent Distribution NLGSalesDesk@NationalLife.com
JWarfield@NationalLife.com Phone: 800-906-3310, Option 1
Phone: 215-234-4115

Leiying Jiang Qualified Plan Marketing
Key Account Associate QPM@NationalLife.com
LJiang@NationalLife.com Phone: 800-277-9929
Phone: 214-766-3425

Youn-Mi Jaquez, Internal Sales Associate & David Wen, Internal Sales Associate
YJaquez@NationalLife.com DWen@NationalLife.com
Phone: 214-638-9362 Phone: 214-638-9147

Malique Ramos, Internal Sales Associate
MRamos@NationalLife.com
Phone: 214-722-9018

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Doing Business – Life New Business, Underwriting & Billing
Be sure to check www.NationalLife.com for all status updates. In addition to status updates, you will be able to see the Case Manager and Underwriter assigned to each of your cases. When communicating with Case Managers be sure you are working with the Case Manager assigned to that particular case.
PLEASE NOTE: When emailing forms, please send attachments as PDFs.

Underwriting Risk Assessments: AKA QUOTES  UnderwritingQuotes@NationalLife.com

Submission of Applications outside of e-App:
• Life Applications to: NBApplicationImages@NationalLife.com
• Large Case Applications ($10 million face or $75K Comissionable Target Premium) to: LargeCase@NationalLife.com

• Qualified Pension or Profit Sharing Plan Apps to: RetirementServices@NationalLife.com

  • when emailing forms. For general email replies, reply to the person who sent the email.
  • Offer Acceptance: Email your Case Manager
  • Rewrites Requests: Rewrites@NationalLife.com
    • Please be sure to use Form 8125
    • Rewrites must be requested within 120 days of application sign date
    • Submit one form per policy
    • Include detailed instructions on changes requested
  • Disbursements & Not Taken Requests: Disbursements@NationalLife.com
  • General Billing Questions: LifeBilling@NationalLife.com
    • Using check copy to pay premium must be requested
    • Check copies by 3pm EST for commission cut-off
    • If paying with a copy, do NOT send live check
    • Send inquiries about returned drafts/checks here

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Doing Business – Annuity New Business & Billing
Be sure to check www.NationalLife.com for all status updates. In addition to status updates, you will be able to see the Case Manager and Underwriter assigned to each of your cases. When communicating with Case Managers be sure you are working with the Case Manager assigned to that particular case.
PLEASE NOTE: When emailing forms, please send attachments as PDFs.

Outstanding Annuity Requirements Processing: To be used Imaging-new@NationalLife.com

  • used when emailing forms.
  • For general email replies, reply to the person who sent the email

Annuity Forms on Delivery (Delivery Requirements): Imaging-new@NationalLife.com

  • General Billing Questions: Billing@NationalLife.com
    • Using check copy to pay premium must be requested
    • Check copies by 3pm EST for commission cut-off
    • If paying with a copy, do NOT send live check
    • Send inquiries about returned drafts/checks here

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Doing Business – Contracting and Compensation
Contracting: General questions, AML & E&O Contracting@NationalLife.com
Compensation: Commissions and Debt Inquiries : NLGCompensation@NationalLife.com
• For National Life Business and all Annuities, please contact the PFA Home Office

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Doing Business – After Issue & Inforce Business
Be sure to check www.NationalLife.com for all status updates. In addition to status updates, you will be able to see the Case Manager and Underwriter assigned to each of your cases. When communicating with Case Managers be sure you are working with the Case Manager assigned to that particular case.
PLEASE NOTE: When emailing forms, please send attachments as PDFs.

  • Electronic Funds Transfer (EFT) Questions: EFTTeam@NationalLife.com
    • Submit new 1707 after issue
    • Request to stop draft
    • Request changes to draft AFTER issue

After Issue 1035 Exchange:
Sarah Tymula, Life Rep and Transfer Specialist
STymula@NationalLife.com
Phone: 802-229-3056

Life Inforce Customer Service: LifeCustomerService@NationalLife.com
Annuity Inforce Customer Service: AgentServices@NationalLife.com

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Life & Annuity New Business Team
Be sure to check www.NationalLife.com for all status updates. In addition to status updates, you will be able to see the Case Manager and Underwriter assigned to each of your cases. When communicating with Case Managers be sure you are working with the Case Manager assigned to that particular case.
PLEASE NOTE: When emailing forms, please send attachments as PDFs.


Life New Business Case Managers:

Rosie Kreis, Team Manager
RKreis@NationalLife.com

Life & Annuity Robin Jackson, Team Lead
RJackson@NationalLife.com

Sarah Patton – Life
SPatton@NationalLife.com

Joe Robertson – Life & Annuity
JRobertson@NationalLife.com

Heather Dickinson, Life
HDickinson@NationalLife.com

Sylvia Dean - Life
SDean@NationalLife.com

Andy Morse – Life
AMorse@NationalLife.com

Ginny Raboin – Life
GRaboin@NationalLife.com

Terri Stridsberg – Life
TerriStridsberg@NationalLife.com

Bethany Preedom – Life
BPreedom@NationalLife.com

Large Case Team Case Manager:
Alex Montour
AMontour@NationalLife.com
Phone: 802-229-7212


Replacements Team:
Kyle Patterson – Team Manager
KPatterson@NationalLife.com

Sarah Tymula, Life Rep and Transfer Specialist
STymula@NationalLife.com

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Underwriting Team

Chris Weber, Deputy Chief Underwriter
CWeber@NationalLife.com

Beth Banocy, Director of Underwriting
BBanocy@NationalLife.com

Bill Wehage, Senior Underwriter
WWehage@NationalLife.com

Adria Halstead-Johnson, Senior Underwriter
AHalstead-Johnson@NationalLife.com

Cheryl Trombley, Underwriter
CTrombley@NationalLife.com

Kathy Weir, Senior Underwriter
KAWeir@NationalLife.com

Stacey Desrochers, Underwriter
SDesrochers@NationalLife.com


Large Case Team:
**Underwrites cases $10million+ in face and/or $75,000+ in CTP
Jay Tildon, Director of Underwriting
JTildon@NationalLife.com

Bonnie Hicks, Senior Underwriting Consultant
BHicks@NationalLife.com

Richard Odom, Senior Underwriting Consultant
ROdom@NationalLife.com

Amy Harrison, Underwriting Consultant
AHarrison@NationalLife.com

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