Policy Inquiries

To find answers to some of our most common policy inquiries, simply click the question below to view its answer.

Can I go to your offices?:

I would like to drop off payment, pick up a check or speak to someone about my policy. Can I do this at your home office?

 

Unfortunately our home office is not designed like a retail location. Therefore, we are not properly equipped to assist walk-in customers. The best way to get assistance is to contact a Service Representative by calling (800)323-7320 ext 5060, or by sending us an email.

 

Outgoing 1035 exchange:

I have questions about the 1035 exchange of my Mutual Trust policy to another company's policy. Whom should I contact?

 

You can contact a Service Representative by calling (800)323-7320 ext 5060, or by clicking here and sending us an email.


Incoming 1035 exchange:

I have questions about the 1035 exchange of my other company's policy to an Mutual Trust policy . Whom should I contact?
 

You can contact a Service Representative by calling (800)323-7320 ext 5080, or by clicking here and sending us an email.

Bank account change for PAC (pre-auth checking):

I would like to change the bank account from which my policy premiums are automatically drafted. What should I do?
 

You can contact a Service Representative by calling (800)323-7320 ext 5060, or by clicking here and sending us an email.

You can contact a Service Representative by calling (800)323-7320 ext 5080, or by clicking here and sending us an email.

Billing options/changing billing mode:

I would like to change the billing for my policy. What should I do?
 

You can contact a Service Representative by calling (800)323-7320 ext 5060, or by clicking here and sending us an email.

Change owner, beneficiary, name or address:

I would like to change the owner, beneficiary or address of record for my policy. What should I do?
 

You can contact a Service Representative by calling (800)323-7320 ext 5060, or by clicking here and sending us an email.

Change plan or face amount:

I would like to change the insurance coverage on my policy. What should I do?
 

You can contact a Service Representative by calling (800)323-7320 ext 5070, or by clicking here and sending us an email.

Duplicate policy / Lost policy:

I've lost my policy and need a duplicate. Whom should I contact?
 

You can contact a Service Representative by calling (800)323-7320 ext 5070, or by clicking here and sending us an email.

Loan repayments/loan requests:

I have questions about loans for my policy. Whom should I contact?
 

You can contact a Service Representative by calling (800)323-7320 ext 5060, or by clicking here and sending us an email.

Term conversion:

I have questions about converting my term policy. Whom should I contact?
 

You can contact a Service Representative by calling (800)323-7320 ext 5070, or by clicking here and sending us an email.