To request a transaction (distribution or provider exchange), your provider must share information with planwithease or RIC. (see list of providers sharing information).
A B C D E F G H I J K L M N O P R S T U V W Z
Inactive Provider Name | Phone Number |
---|---|
Absolute Insurance | 515-279-2722 |
Aegon Group USA | 800-553-5957 |
Aetna Life Insurance | 800-307-4830 |
Alliance Bernstein | 800-221-5672 |
Allmerican/Commonwealth Annuity | 800-533-7881 |
American Equity Investments | 888-221-1234 |
American Express (Ameriprise) | 800-862-7919 |
American Family Insurance | 800-692-6326 |
American Funds | 800-421-0181 |
American Heritage Life | 800-521-3535 |
American Investors | 785-232-6945 |
American Skandia (Prudential) | 888-778-2888 |
Ameriprise | 800 862-7919 |
Ameritas Life Insurance | 800-745-1112 |
Amerus Life Insurance Co (Aviva) | 800-800-9882 |
Auto Owners Life Ins Co | 517-886-1860 |
Bankers Life & Casualty | 312-396-6000 |
Best of America Advisory (Nationwide) | 888-867-5175 |
Black Rocks Fund | 800-441-7762 |
Cambridge Investment Research | 800-777-6080 |
Capital Bank & Trust (American Fund) | 800-421-0180 |
Capital Guardian Trust Co | 866-421-2166 |
Catholic Order of Foresters | 800 552 0145 |
Central Bank Fulton IL | 815-589-3232 |
CGM | 800-345-4048 |
Charles Schwab | 866-855-9102 |
Chase Annuity Svc. Group | 800-457-9047 |
Chase Ins Life & Annuity Co | |
Cincinnati Life Ins Co. | 877-564-0214 |
Citigroup Smith Barney | 800-221-3636 |
Citistreet Retirement Services | 877-488-8886 |
Clarica Life | 800-563-5181 |
College Advantage | 800-233-6734 |
Common Sense Trust | Acquired by Smith Barney in '97 |
Conseco Insurance Co. | 800-689-0240 |
Continental General Ins. Co | 866-459-4272 |
Country Insurance Financial | 800-422-8261 |
Dain Bosworth Inc | 319-354-5000 |
Davis Funds | 800-279-0279 |
Delaware Investments Serv. | 800-523-1918 |
Dewaay Capital Management | 800-722-9861 |
Dreyfus | 800-358-0910 |
Educ. Minn. ESI Service Pro | 763-552-6046 |
EMC National Life | 800-232-5818 |
Employee Benefit Systems | 315-432-5522 |
Equitable Life of Iowa (ING) | 800-369-5303 |
Equitrust Mutual Funds | 877-860-2904 |
Farm Bureau Financial | 877-860-2904 |
Farmers & Merchants | 515-462-4242 |
Farmers New World Life (Farmers) | 888-327-6335 |
Fidelity & Guaranty (Old Mutual Fin) | 888-513-8797 |
Fidelity Investments | 800-853-5097 |
Fidelity Standard Life (MetLife) | 800-560-5001 |
First Clearing | 866-571-6967 |
First Eagle Funds | 800-334-2143 |
Firststar | 800-228-1024 |
Fort Dearborn Life Ins. Co. | 800-538-0379 |
Fortis Investments | 312-884-2000 |
Four Seasons Financial Partners | 800-579-7006 |
Franklin Life Insurance | 800-528-2011 |
G E Life & Annuity (Genworth Financial) | 888-436-9678 |
GALIC-Great American | 888-497-8556 |
Geneos Wealth Management Inc | 888-812-5043 |
Glenbrook Life & Annuity | 847-402-5000 |
Holmes Murphy | 800-247-7756 |
IDEX Mutual Funds/Transamerica | 888-233-4539 |
IDS Life (Ameriprise) | 800-862-7919 ext 68669 |
Illinois Mutual Life | 800-437-7355 |
Investors Fiduciary Trust (State Street) | 800-874-6910 |
IPS Financial Services | 301-214-6803 |
Ivy Funds | 800-777-6472 |
Jackson Nation Life | 800-644-4565 |
Jefferson Pilot (Lincoln Financial) | 800-458-4498 |
John Deere | 800-275-5322 or 800-356-9033 |
Kansas City Life Ins Co | 800-821-6164 |
Knights of Columbus | 203-752-4000 |
Lafayette Life Insurance Co | 765-477-7411 |
Legend Group | 561-694-0110 |
Legg Mason Funds | 800-451-2010 |
Liberty Wealth Management | 610-398-7333 |
Life Investors Ins. Co. of America | 877-717-8858 |
Lincoln Financial | 800-454-6265 |
Lincoln Mutual Life & Casualty Insurance Co. | 800-325-6915 |
Linsco Private Ledger/LPL Financial Services | 800-877-7210 |
Lord Abbett & Co | 888-522-2388 |
MacKay Shield | 212-303-6360 |
Manhattan National | 800-377-5672 |
Manufacturers Life Ins Co | 800-344-1029 |
Marisco Investment Fund | 888-860-8686 |
Mass Fidelity Trust (Aegon/Transamerica) | 888-233-4339 |
Mass Mutual Financial Group | 800-272-2216 |
Merrill Lynch Global | 800-637-7455 |
Midatlantic Capital Corp | 800-693-7800 |
Modern Woodman of America | 800-447-9811 |
Morgan Stanley Dean Witter | 212-761-4000 |
Mutual of Omaha | 800-646-7592 |
National Guardian Life | 800-548-2962 |
National Investor Services | Acquired by AXA in '04 |
National Western Life Ins Co | 800-922-9422 |
Nationwide Financial | 888-867-5175 |
Neuberger & Berman Funds | 800-877-9700 |
New England Financial | 800-435-4117 |
New York Life | 800-598-2019 |
Northern Life/Reliastar (ING USA) | 877-884-5050 |
Northwestern Mutual | 888-455-2232 |
Old Mutual Financial Life Insurance Co | 888-513-8797 |
Parker Norris (ING Partner) | 712-623-5726 |
Pekin Life Insurance Co | 309-346-1161 |
Penn Mutual Life Ins. Co. | 800-523-0650 |
Peoples Benefit Life (Aegon Group) | 319-398-8511 |
Pershing LLC | 800-445-4467 |
PFL Life Insurance Co. (Transamerica) | 877-717-8858 |
PFPC (PNC Global Investing Services) | 302-791-1700 |
Pharmacist Life Annuity | 800-247-5930 |
Phoenix Wealth Management | 800-541-0171 |
PIMCO | 866-746-2602 |
Primerica Shareholder Services | 800-544-5445 |
PrimeVest Financial Services (ING Co) | 800-245-0467 |
ProFunds | 888-776-3637 |
RBC Dain Rauscher Investments | 888-462-1816 |
Raymond James | 800-248-8863 |
Reassure American Life Ins. Co | 800-562-4234 |
Reliastar Life Insurance Co. (ING US) | 877-884-5050 |
Riversource Life Insurance (Ameriprise) | 800-333-3437 |
Salomon Smith Barney Inc (Citigroup) | 800-221-3636 |
SEI Private Trust Co. | 800-357-6438 |
Shelter Life Insurance Co | 800 743 5837 |
State Farm Insurance Co | 800-447-4930 |
State Street Bank & Trust Co | 312 798 6500 |
Sterling Trust Company | 800-955-3434 |
Strong Funds | Acquired by Wells Fargo |
Sun America Life Ins. Co. (AIG) | 800-445-7862 |
Symetra Life Insurance Co | 800-796-3872 |
TD Ameritrade | 800-669-3900 |
Thornburg Investment | 800-847-0200 |
Touchstone Investments | 800-543-0407 |
Transamerica Life Ins Co | 888-233-4339 |
Travelers Life & Annuity (MetLife) | 800-638-7732 |
Trust Co of America | 800-223-4133 |
UBS Financial Services | 800-543-2770 |
Umb Financial Corporation | 800-874-6910 |
Union Security (Assurant) | 877-372-2935 |
United Life Insurance Co | 800-637-6318 |
United of Omaha (Mutual of Omaha) | 800-843-2455 |
US BankCorp Investments | 800-888-4700 |
USAA Life Insurance Co | 800-531-8722 |
USG Annuity & Life Co (ING) | 800-369-5303 |
Vanguard Fiduciary Trust Co. | 877-662-7447 |
Wachovia Securities | 800-922-4684 |
Warner Group | 800-373-6300 |
Washington Nat'l Insurance/Conseco | 866-403-9642 |
Western National Life Insurance | 800-922-9422 |
Western Reserve Life | 800-851-9777 |
Zurich Kemper Life | 800-457-9047 |