New Business

Submitting New Business

Although some carriers allow you to submit business direct, we encourage you to submit your applications through LTA by using our submission form below. By going through LTA we can ensure APPS are scrubbed for completeness and obtain any follow-up that is needed. Also, by going through LTA you will also be able to check on status 24/7.

Checking Pending Business

Cases that are submitted through Fargo can be checked clicking below All notes are shown and is a great way to see instantly where your case is at.

  • See the status of your case
  • View outstanding requirements
  • Send a message directly to the case manager
  • See all notes pertaining to your case

FORMS

Forms for:  Annuities, Life, Long Term Care, Critical Illness, Disability, Accidental Death

  • Easy searching by company, state, product/service and name
  • Centralized repository of up-to-date applications, disclosure forms, questionnaires, and policyholder service documents, marketing and prospecting materials
  • Direct access to all documents needed, all in a simple to view and downloadable format
  • Access to underwriting guidelines and requirements
  • Print or Emai

Take a Tour of Our Website

If you are a licensed agent and would like to try out our Life and Annuity tools simply click below to get started.