Client Login

Have An Account With Us?

For your convenience, below we have collected a list of links to many of our main business partners and carriers. You may click the links below to log in and access the tools available to you through each applicable portal that you have an account with.

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.

(Please note that by clicking the links below, you will be leaving our website and will be directed to a third-party site. We have no control over these external sites, and they are subject to change without notice.)

Insurance Companies:

Lafayette Life Insurance Company – Client Login

Instructions:

  1. Click the link above to open the website in a new window.
  2. Click the "Log In" link in the top menu bar.
  3. Under Policyholder section, click the Access Policyholder Portal button.
  4. 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 form in step 4, 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. Select the "Mass Mutual Dashboard" option.
  4. Enter your user name and password to log in.

First time logging in? Follow the first 3 steps above, then click the “Sign Up” link below the login box in Step 4 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.


Mutual Trust Insurance Company – Client Login

Instructions:

  1. Click the link above to open the website in a new window.
  2. Enter your username and password in the “Policy Owner Login” box on the left side of the screen.

First time logging in? After Step 1, click the “Register” link at the bottom of the “Policy Owner Login” box to set up a new user account.


Annuities:

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 blue Log In button at the top right and choose "Individual."
  3. Click "Annuity Login (My Athene)".
  4. Enter your username and password in the sign in form, and click the “Sign In” button.

First time logging in? Follow steps 1-3, then click “Sign Up” below the login box on the MyAthene sign in form 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" link at the top right of the page.
  3. In the right column under "Log In/Sign Up," choose your account type.
  4. Enter your username and password and click the “Log in” button.

First time logging in? Follow steps 1 & 2, then click the “Sign Up for An Online Account” link under the "Log In/Sign Up" section.


Investments/Other:

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 “Set Up My Profile” link below the login boxes to set up your online account.