We are an Oklahoma domestic independent insurance and annuity Company. For nearly four decades we have grown our business one policy at a time. We believe we have a fiduciary responsibility to be a conservative custodial partner for all of our clients. We have several unique markets: Homeowners Associations, Prearranged Funeral Funding, Professional Bondsman Statutory Deposits, and Oklahoma schools.
Our goal is to provide the products and services that best meet their particular needs. We want to create simple and effective strategies for our business partners and their clients. American Century offers a number of effective ways families can fund their funerals and cremations that fit into their budget. We are an Oklahoma Domestic Insurance Company with two annuities that are pefectly suited for Professional Bondsman Statutory Deposits and Build Up Funds.
American Century Life Insurance Company offers an annuity that is perfectly designed to provide schools with secure, interest-bearing account for their funds, while maintaining complete liquidity.
Our goal is to provide the products and services that best meet their particular needs. We want to create simple and effective strategies for our business partners and their clients. American Century offers a number of effective ways families can fund their funerals and cremations that fit into their budget. We are an Oklahoma Domestic Insurance Company with two annuities that are pefectly suited for Professional Bondsman Statutory Deposits and Build Up Funds.
American Century Life Insurance Company offers an annuity that is perfectly designed to provide schools with secure, interest-bearing account for their funds, while maintaining complete liquidity.
Services
Consumers today have more information available to them than ever before.
And many have firm ideas as to what they want and need.
This requires all of us to be more creative and responsive to meet those wants and needs.
We know there is a lot of financial stress for Americans, and we want to be a part of funeral homes' advance-planning team and help remove some of the stress.
A few examples of why making funeral and cremation arrangements in advance is so important are: 26% of Americans have less than $1000 in savings.
And many have firm ideas as to what they want and need.
This requires all of us to be more creative and responsive to meet those wants and needs.
We know there is a lot of financial stress for Americans, and we want to be a part of funeral homes' advance-planning team and help remove some of the stress.
A few examples of why making funeral and cremation arrangements in advance is so important are: 26% of Americans have less than $1000 in savings.
We are an Oklahoma Domestic Insurance Company with two annuities that are perfectly suited for Professional Bondsman Statutory Deposits and Build Up Funds.
We take our fiduciary responsibility to our annuity clients very seriously, and have an audit completed by an independent CPA firm annually.
Customer Service is our focus!
Preferred Annuity: This simple, no-load variable annuity provides tax-deferred growth and no early withdrawal penalties or surrender charges.
Advantage Annuity: This annuity is designed for a longer time period and has a higher interest rate.
We take our fiduciary responsibility to our annuity clients very seriously, and have an audit completed by an independent CPA firm annually.
Customer Service is our focus!
Preferred Annuity: This simple, no-load variable annuity provides tax-deferred growth and no early withdrawal penalties or surrender charges.
Advantage Annuity: This annuity is designed for a longer time period and has a higher interest rate.
Change of Beneficiary (page 1) (page 2) - This is for changing the beneficiary of your policy.
This is only necessary if the policy is not assigned.
Change of Name - This is for changing the name of either the polcy holder or the owner of the policy.
Change of Assignment Form - For use when any changes regarding policy assignment are desired.
Death Claim (Beneficiary) (Funeral Home) - These forms are used by the assignees or beneficiaries to claim the proceeds of a policy after a death has occurred.
This is only necessary if the policy is not assigned.
Change of Name - This is for changing the name of either the polcy holder or the owner of the policy.
Change of Assignment Form - For use when any changes regarding policy assignment are desired.
Death Claim (Beneficiary) (Funeral Home) - These forms are used by the assignees or beneficiaries to claim the proceeds of a policy after a death has occurred.
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