Have An Account With Us?

Click the links below to log in and access the tools available to you through each applicable portal.

Instructions for logging in and/or setting up your account for first-time login access appear below each link.

Don’t see your account here? Can’t find something? Having trouble logging in? Contact us and let us know how we can help.

Insurance Companies:

Lafayette Life Insurance Company – Client Login

Instructions:

1. Click the link above to open the website in a new window.
2. Under the green “Account Access” button, click “Policyholders Login.”
3. Enter your user name and password. (If you have forgotten the password or user name, click on “forgot password” or “forgot username”.)

First time logging in?  Click the “Register” link under the Policyholders Login box in Step 3, then fill out the New User Registration form to proceed.

Mass Mutual Insurance Company – Client Login

Instructions:

1. Click the link above to open the website in a new window.
2. Click the yellow “Login” button in the top right corner.
3. Enter your user name and password to log in.

First time logging in? Follow the first 2 steps above, then click the “Sign Up” link below the login box in Step 3 to set up a new user account.

Foresters Insurance Company – Client Login

Instructions:

1. Click the link above to open the website in a new window.
2. Enter your username and password and click the “Log In” button.
3. Click the orange button that says “Certificate Details” below the menu on the right.
4. Enter the last 4 digits of your Social Security Number and click “Submit.”

First time logging in? Click the “Sign Up Now” link at the bottom of the login box, then follow the prompts to set up your username and password. You will need your Foresters Certificate (policy) Number to create your account. Once logged in to your new account, follow steps 3 and 4 above to access your policy information.

Security Mutual Insurance Company – Client Login

Instructions:

1. Click the link above to open the website in a new window.
2. Click the “Policy Holder Login” box.
3. Click “My Policy Information”
4. Choose “Sign On” and enter your username and password.

First time logging in? Follow the instructions above, but choose “Register” instead of “Sign On” in Step 4.

Annuities:

American Equity – Client Login

Instructions:

1. Click the link above to open the website in a new window.
2. Enter your username and password and click the “Login” button.

First time logging in? Select the "Enroll Now" button on the left.

Allianz Life – Client Login

Instructions:

1. Click the link above to open the website in a new window.
2. Enter your username and password in the boxes on the right, and click the “Login” button.

First time logging in? Click the blue “Register” button below the login boxes to set up your online account.

Athene Holding – Client Login

Instructions:

1. Click the link above to open the website in a new window.
2. Click the “For Customers” button at the top of the page.
3. Enter your user ID and password on the Member Sign In page, and click the “Login” button.

First time logging in? Follow steps 1 & 2, then click the blue “Sign Up” button below the login box on the Member Sign In page to set up your online account.

Nationwide – Client Login

Instructions:

1. Click the link above to open the website in a new window.
2. Click the green “Log In or Sign Up” button at the top right of the page.
3. Under “Individuals” select “Annuity,” enter your username and password, and click the green “Login” button.

First time logging in? Follow steps 1 & 2, then click the “Sign Up for Account Access” link.

Pacific Life – Client Login

Instructions:

1. In the Client Account Login field, enter your username and password, and click the green “Login” button.

First time logging in?  Follow step 1, then click the “Create User Account” link to the right of the login field.

Investments/Other:

Bank of Utah IRA – Client Login

Instructions:

1. Click the link above to open the website in a new window.
2. In the upper right corner, click the “Login” button.
3. Enter your username and password in the form that pops up and click the “Sign In” button.

TD Ameritrade Investments – Client Login

Instructions:

1. Click the link above to open the website in a new window.
2. Enter your user ID and password, and click the “Login” button.

First time logging in? Click the “Get Started” button below the login boxes to set up your online account.

Vantage Self-Directed IRA – Client Login

Instructions:

1. Click the link above to open the website in a new window.
2. Enter your username and password and click the “Logon” button.