Carrier Quick Links
Valued client,
This page has been created to help our clients quickly access the login/registration link and customer service numbers for many of the investment institutions and insurance carriers we use.
Routine account service requests can be accomplished online or directly over the phone such as:
- Update your physical address, phone number, and/or email address
- Link or update your banking account information
- Update or confirm account beneficiaries
- Check your balance
- Obtain copies of statements
- Obtain current and past tax documents
- Update your tax withholding
- Change account ownership
- Adjust the date or amount for systematic contributions or withdrawals
For the fastest processing, we encourage you to work direct with the institutions for routine service tasks. We encourage you contacting your financial and/or tax advisor on contributions and withdrawals to fully anticipate any positive or negative tax consequences.
Managed Asset Platforms
Osaic Client Service
(800) 552-3319
Monday - Friday
8:00AM - 7:00PM EST
Brinker Capital Client Service
(800) 333-4573
Monday - Friday
8:30 AM - 7:00 PM EST
Many self-service options available in the client portal.
401(k) Plan Participants
Participant Service Number
(800) 716-3742
Monday - Friday
8:00AM - 8:00PM EST
Mutual Fund Accounts
Fidelity Client Service
(877) 208-0098
Monday - Friday
8:30AM - 7:00PM EST
John Hancock Investments Client Service
(800) 225-5291
Monday - Friday
8:00AM - 6:00PM EST
American Funds Client Service
(800) 421-4225
Monday - Friday
8:00AM-7:00PM EST
Invesco Client Service
(877) 615-4116
Monday - Friday
8:00AM - 8:00PM EST
Annuity Carriers
AIG Client Service
(800) 445-7862
Monday - Friday
7:00AM - 7:00PM CST
Brighthouse Client Service
(800) 882-1292
Monday - Friday
8:30AM – 6:30PM EST
John Hancock Annuities Client Service
(800) 344-1029
Monday - Friday
8:00AM - 6:00PM EST
Jackson National Annuities
Client Service
(800) 644-4565
Monday - Friday
8:00AM - 7:00PM EST
Transamerica Annuities Client Service
(800) 525-6205
Monday - Thursday
8:00AM - 5:30PM EST
Friday
9:00AM - 6:00PM EST
Equitable Annuities Client Service
(800) 789-7771
Monday - Thursday
8:30AM - 7:00PM EST
Friday
8:30AM - 4:00PM EST
Pacific Life Annuities Client Service
(800) 347-7787
Monday - Friday
6:00AM - 5:00PM PST
Equitrust Annuities Client Service
(866) 598-3692
Monday - Thursday 8:00AM–5:00PM CST
Friday
8:00AM–2:00PM CST
MassMutual Annuities Client Service
(800) 272-2216
Monday - Friday
8:00AM - 8:00PM EST
Life Insurance
Augustar Insurance
(formerly Ohio National)
Client Service
(513) 794-6100
Monday - Friday
8:30AM - 5:00PM CST
OneAmerica Insurance
(State Life) Client Service
(800) 537-6442
Monday - Friday
8:00AM - 10:00PM EST
Penn Mutual Client Service
(800) 523-4860
Monday – Friday
7:00AM - 6:30PM EST
SBLI Client Service
(800) 694-7254
Monday - Friday
8:00AM - 6:00PM EST
Banner Life Client Service
(800) 638-8428
Monday - Friday
8:00AM - 5:00PM EST
Corebridge Life(AIG)
Client Service
(800) 448-2542
Monday - Friday
7:00AM - 8:00PM CST
John Hancock Life
Client Service
(800) 732-5543
Monday - Friday
8:00AM - 6:00PM EST
Protective Life
Client Service
(800) 866-9933
Monday - Friday
7:30AM - 5:00PM CST
Prudential Life Client Service
(800) 778-2255
Monday - Friday
8:00AM - 8:00PM EST
MetLife Client Service
(800) 638-5433
Monday - Friday
8:00AM - 6:00PM EST
MassMutual Client Service
(800) 272-2216
Monday - Friday
8:00AM - 8:00PM EST