life new business and underwriting contact information

Life New Business and Underwriting Contact InformationClick on the map to see your contacts

HollywoodHunter Clark

Team PatriotDemond Orr

Team Grand CentralJamie Oakes

Expedite your case and improve your experienceFor Financial Professional Use Only. Updated 9/21 (WA)

Preferred Client

Partners Group –

All States

Team AlamoDemond Orr

Nationwide

Important phone numbers

Click on your region to see your RCM contacts

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Grand Central

Patriot

Hollywood

Preferred Client

Partners Group

Nationwide

Life New Business Case Management – Team Grand Central

Role Name Phone email

Relationship Case Manager (EAG) Joanne Hering (A-E, H-P)

Sheena Vargas (F-G, Q-Z)

704-540-3897

704-341-6555

Joanne.Hering@equitable.com

Sheena.Vargas@equitable.com

Relationship Case Manager (Retail) Michele Peacock (A-D, Y-Z)

Dana Houi (E-F, H-J, O, T)

Tammie Ervin (G, K, P, W, X)

Chris Whitley (L-N, Q-R)

Sheena Vargas (S, U-V)

704-341-6711

980-308-8911

704-341-6672

704-341-6910

704-341-6555

Michele.Peacock@equitable.com

Dana.Houi@equitable.com

Tammie.Ervin@equitable.com

Christopher.Whitley@equitable.com

Sheena.Vargas@equitable.com

Relationship Case Manager (Concierge) Anthony Valentine (E-N,U,Y,Z)

Patricea Taylor (B-D, O-R,V-X)

Jacquelyn Brown (A,S,T)

704-540-3994

980-308-8737

704-341-6731

Anthony.Valentine@equitable.com

Patricea.Taylor@equitable.com

Jacquelyn.Brown@equitable.com

Senior Manager – EAG & Retail RCMs Jamie Oakes 704-341-6367 Jamie.Oakes@equitable.com

Senior Manager - Concierge RCMs Laura Levy 704-341-6050 Laura.Levy@equitable.com

Director L. Michelle Kepler 219-384-1086 Michelle.Kepler@equitable.com

Head of New Business Brian Sumutka 704-341-6417 Brian.Sumutka@equitable.com

Senior Manager Term Conversion RCMs Roger Myers 704-341-6727 Roger.Myers@equitable.com

Term Conversion RCM Jacqueline (Jackie) Belizone 704-540-3834 Jacqueline.Belizone@equitable.com

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MNB – The Greater New York Complex (Supporting New York)

Click here to see your

Underwriting Contacts

Important Submission Information

Toll Free Phone Number 800-888-9763 Case Status, Administrative Questions

FASTEST way to submit documents Upload to Agent Dashboard/Website

Document Management Center Fax Number 855-266-6819 Apps, Requirements, Delivery Requirements

Document Management Center email Address DMC_Underwriting_Reqts@equitable.com Apps, Requirements, Delivery Requirements

Mailing Address Regular:

P.O. Box 1047, Charlotte, NC 28201

Overnight:

8501 IBM Drive, Suite 150, Charlotte, NC 28262

SWM – Northern Complex (Supporting New York & Vermont)

Relationship Case Manager (EAG) Armoni Stroud 704-341-6426 Armoni.Stroud@equitable.com

Relationship Case Manager (Retail) Karen Lachapelle (A-E, G, K-L, V, X-Z)

Radica Samaroo (F, H-J, M-R, T-U, W)

Michele Peacock (S)

704-341-6454

980-308-8915

704-341-6711

Karen.Lachapelle@equitable.com

Radica.Samaroo@equitable.com

Relationship Case Manager (Concierge) Patricea Taylor 704-341-6745 Patricea.Taylor@equitable.com

Senior Manager Term Conversion

Roger Myers 704-341-6727 Roger.Myers@equitable.com

Term Conversion RCM Toni Smith 980-308-8712 Toni.Smith@equitable.com

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Overnight:

Relationship Case Manager (EAG) Fulvia Shinn 704-540-3853 Fulvia.Shinn@equitable.com

Relationship Case Manager (Retail) Michele Peacock (A-E)

Tammie Ervin (F-R)

Chris Whitley (S-Z)

704-341-6711

704-341-6672

704-341-6910

Tammie.Ervin@equitable.com

Christopher.Whitley@equitable.com

Relationship Case Manager (Concierge) Nikki Greene 704-341-6343 Evelyn.Greene@equitable.com

Term Conversion RCM Nicole Cunningham 704-341-6290 Nicole.Cunningham@equitable.com

CVN – Northern Complex (Supporting Kentucky, Indiana & Ohio)

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Overnight:

Relationship Case Manager (EAG/Retail) Fulvia Shinn 704-540-3853 Fulvia.Shinn@equitable.com

PSR – Northern Complex (Supporting Pennsylvania & West Virginia)

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Overnight:

Life New Business Case Management – Team Patriot

Relationship Case Manager (EAG & Retail) Ashley Gore 704-341-6593 Ashley.Gore@equitable.com

Manager - Retail & EAG RCMs Demond Orr 704-341-6309 Demond.Orr@equitable.com

ARB - Great Lakes Branch (Supporting Michigan)

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Overnight:

Relationship Case Manager (EAG) Demetrice Dean 704-341-7092 Demetrice.Dean@equitable.com

Relationship Case Manager (Retail) Ashley Gore (A-J)

Lakaisha Cobb (K-Z)

704-341-6593

980-308-8363

Ashley.Gore@equitable.com

Lakaisha.Cobb@equitable.com

Relationship Case Manager (Concierge) Chris Parra 704-341-6747 Christopher.Parra@equitable.com

BLT - The Capital Branch (Supporting Maryland, Virginia & Washington DC)

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Overnight:

Relationship Case Manager (EAG) Connie Riggins (A-K)

Carol Strini (L-Z)

704-540-3966

704-341-6717

Connie.Riggins@equitable.com

Carol.Strini@equitable.com

Relationship Case Manager (Retail) Rhonda Perkins (A-L)

Tony Chism (M-Z)

704-341-6446

980-308-8948

Rhonda.Perkins@equitable.com

Anthony.Chism@equitable.com

Relationship Case Manager (Concierge) Julia Maroulis 980-308-8752 Julia.Maroulis@equitable.com

PPA - Philadelphia Branch (Supporting Pennsylvania & Delaware)

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Overnight:

Relationship Case Manager (EAG) Rhonda Perkins (A-N)

Demetrice Dean (O-Z)

704-341-6446

704-341-7092

Rhonda.Perkins@equitable.com

Demetrice.Dean@equitable.com

Relationship Case Manager (Retail) Deb Lowry (A-M)

Carol Strini (N-Z)

704-341-7002

704-341-6717

Deborah.Lowry@equitable.com

Carol.Strini@equitable.com

Manager – EAG & Retail RCMs Demond Orr 704-341-6309 Demond.Orr@equitable.com

TAR – Atlantic/Liberty Branch (Supporting New Jersey, Connecticut & Rhode Island)

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Overnight:

Name Title Phone email

Relationship Case Manager (EAG) Tony Chism 980-308-8948 Anthony.Chism@equitable.com

Relationship Case Manager (Retail) Lakaisha Cobb 980-308-8363 Lakaisha.Cobb@equitable.com

Relationship Case manager (Concierge) Saadia Cline 704-540-3960 Saadia.Cline@equitable.com

Manager – EAG & Retail RCMs Demond Orr 704-341-6309 Demond.Orr@equitable.com

WLS – New England (Supporting Massachusetts, New Hampshire & Maine)

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Overnight:

Life New Business Case Management – Team Hollywood

Relationship Case Manager Luci Freeman 980-308-8856 Luci.Freeman@equitable.com

Manager Hunter Clark 980-308-8451 Hunter.Clark@equitable.com

Term Conversion RCM Jennifer Michaud 980-308-8812 Jennifer.Michaud@equitable.com

ASO - Personal Account Management

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Overnight:

Relationship Case Manager (EAG) Jenny Price 315-477-2351 Jenny.Price@equitable.com

Relationship Case Manager (Retail) Tiffany McIntyre 704-341-6495 Tiffany.McIntyre@equitable.com

Manager - Retail & EAG RCMs Hunter Clark 980-308-8451 Hunter.Clark@equitable.com

CHO - Illinois Branch (Supporting Illinois)

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Overnight:

Relationship Case Manager (EAG/Retail) Jen Jaquin 980-308-8916 Jennifer.Jaquin@equitable.com

DEN - Rocky Mountain Branch (Supporting Colorado, Utah, Idaho, Montana & Wyoming)

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Overnight:

Relationship Case Manager (EAG/Retail) Jen Jaquin 980-308-8916 Jennifer.Jaquin@equitable.com

KSM - Kansas City Branch (Supporting Kansas)

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Overnight:

Relationship Case Manager (EAG) Elizabeth Willett 704-341-6656 Elizabeth.Willett@equitable.com

Relationship Case Manager (Retail) Talesha Medlin 704-341-6580 Talesha.Medlin@equitable.com

LAM - Southern California Branch (Supporting California)

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Overnight:

Relationship Case Manager Tiffany McIntyre (A-L)

Luci Freeman (M-Z)

704-341-6495

980-308-8856

Tiffany.McIntyre@equitable.com

Luci.Freeman@equitable.com

Senior Manager Term

Conversion RCMs

Term Conversion RCM Anita Gordon N/A Anita.Gordon@equitable.com

MBD - Farmers

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Overnight:

Relationship Case Manager (EAG/Retail) Jenny Price 315-477-2351 Jenny.Price@equitable.com

MIW - Wisconsin Branch (Supporting Wisconsin)

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Overnight:

Relationship Case Manager (EAG/Retail) Tonya Powell 704-341-6663 Tonya.Powell@equitable.com

OKC - Oklahoma City Branch (Supporting Oklahoma & Arkansas)

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Overnight:

OMH - Great Plains Branch (Supporting Nebraska, South Dakota & Iowa)

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Overnight:

Relationship Case Manager (EAG) Luci Freeman 980-308-8856 Luci.Freeman@equitable.com

Relationship Case Manager (Retail) Jen Jaquin 980-308-8916 Jennifer.Jaquin@equitable.com

PXB - Southwest Branch (Supporting Arizona, Nevada & New Mexico)

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Overnight:

Relationship Case Manager (EAG) Jenny Price (A-L)

Luci Freeman (M-Z)

315-477-2351

980-308-8856

Jenny.Price@equitable.com

Luci.Freeman@equitable.com

Relationship Case Manager (Retail) Deona Love-Richard (A-I)

Tonya Powell (J-R)

Elizabeth Willett (S-Z)

704-341-6872

704-341-6663

704-341-6656

Deona.Love-Richard@equitable.com

Tonya.Powell@equitable.com

Elizabeth.Willett@equitable.com

SEC - Pacific Northwest Branch(Supporting Washington, Oregon, Alaska)

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Overnight:

Relationship Case Manager (EAG/Retail) Deona Love-Richard 704-341-6872 Deona.Love-Richard@equitable.com

Relationship Case Manager (Concierge) Anthony Valentine 704-540-3994 Anthony.Valentine@equitable.com

SFA - California Branch (Supporting Hawaii & Northern California)

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Overnight:

SLS - St. Louis Branch (Supporting Missouri)

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Overnight:

Relationship Case Manager (EAG) Jenny Price 315-477-2351 Jenny.Price@equitable.com

Relationship Case Manager (Retail) Tonya Powell 704-341-6663 Tonya.Powell@equitable.com

SPL - Minnesota Branch (Supporting Minnesota and North Dakota)

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Overnight:

Life New Business Case Management – Team Alamo

Relationship Case Manager (Retail/EAG) Loretta Bridenhagen 704-341-6046 Loretta.Bridenhagen@equitable.com

Term Conversion RCM Misty Warden 704-540-3981 Misty.Warden@equitable.com

BRM - Alabama Gulf Coast Branch (Supporting Alabama)

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Overnight:

Relationship Case Manager (EAG) Allison McDonald 980-308-8361 Allison.McDonald@equitable.com

Relationship Case Manager (Retail) Beverly Singleton 980-308-8901 Beverly.Singleton@equitable.com

CTN - The Carolinas Branch (Supporting North Carolina & South Carolina)

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Overnight:

Relationship Case Manager (EAG) Katie Gordon 704-341-7004 Katie.Gordon@equitable.com

Relationship Case Manager (Retail) Loretta Bridenhagen 704-341-6046 Loretta.Bridenhagen@equitable.com

JXL - Jacksonville Branch (Supporting Florida)

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Overnight:

Relationship Case Manager (Retail/EAG) Loretta Bridenhagen 704-341-6046 Loretta.Bridenhagen@equitable.com

LAD - Georgia Branch (Supporting Georgia)

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Overnight:

Relationship Case Manager (Retail) Allison McDonald (A-C, R)

Ronda Klucsarits (D-Q, S-Z)

980-308-8361

704-341-6942

Allison.McDonald@equitable.com

Ronda.Klucsarits@equitable.com

MIM - South Florida Branch (Supporting Florida)

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Overnight:

Relationship Case Manager (EAG/Retail) Yeison Osorio 980-495-7922 Yeison.Osorio@equitable.com

NSH - Tennessee Branch (Supporting Tennessee)

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Overnight:

Relationship Case Manager (EAG) Sharonda McGill 980-308-8735 Sharonda.McGill@equitable.com

Relationship Case Manager (Retail) Sharonda McGill (A-D)

Joseph Ruggiero (E-N)

Allison McDonald (O-Z)

980-308-8735

980-308-8912

980-308-8361

Sharonda.McGill@equitable.com

Joseph.Ruggiero@equitable.com

Allison.McDonald@equitable.com

Relationship Case Manager (Concierge) Jacquelyn Brown 704-341-6731 Jacquelyn.Brown@equitable.com

NTM - Texas Branch (Supporting all Texas locations)

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Overnight:

Relationship Case Manager (EAG/Retail) Loretta Bridenhagen 704-341-6046 Loretta.Bridenhagen@equitable.com

Relationship Case Manager (Concierge) Patricea Taylor 704-341-6745 Patricea.Taylor@equitable.com

NWL - South Central Branch (Supporting Louisiana & Mississippi)

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Overnight:

Relationship Case Manager (EAG/Retail) Yeison Osorio 980-495-7922 Yeison.Osorio@equitable.com

SJN - Puerto Rico Branch (Supporting Puerto Rico)

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Overnight:

Relationship Case Manager (Retail) Yeison Osorio 980-495-7922 Yeison.Osorio@equitable.com

Relationship Case Manager (Concierge) Saadia Cline

Denita Rivers

704-540-3960

980-308-8737

Saadia.Cline@equitable.com

Denita.Rivers@equitable.com

Senior Manager Term Conversion

TPA - Central Florida Branch (Supporting Florida)

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Overnight:

Life New Business Case Management

Role Name Phone eMail

Relationship Case Manager Luci Freeman 980-308-8856 Luci.Freeman@equitable.com

Preferred Client Partners Group (Supporting all states)

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Overnight:

UnderwritingContacts by team

Alamo - Brenda Armington

Life Underwriting – Team Alamo

Role Name Phone Email

Team 1 – NTM, TPA

Underwriters

Karissa Hayden (704) 540-3956 Karissa.Hayden@equitable.com

Chip Lewis (980) 308-8815 Chip.Lewis@equitable.com

Michael Queen (704) 341-6612 Michael.Queen@equitable.com

Susan Rape (704) 341-6957 Susan.Rape@equitable.com

Managing Chief Underwriter Brenda Armington (860) 409-1482 Brenda.Armington@equitable.com

Director & Chief Underwriter Nora Bolick (704) 341-6944 Nora.Bolick@equitable.com

Team 2 – MIM, CTN, BRM, JXL,

LAD, NSH, NWL, SJN

Underwriters

Carla Carino (860) 409-1341 Carla.Carina@equitable.com

Stephen Jennings (980) 308-8847 Stephen,Jennings@equitable.com

Tonya Shine (704) 341-6695 Tonya.Shine@equitable.com

Randy Urda (980) 308-8852 Randy,Urda@equitable.com

Managing Chief Underwriter Brenda Armington (860) 409-1482 Brenda.Armington@equitable.com

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Grand Central - Cheryl Hendrix

Life Underwriting – Team Grand Central

Team 1 - MNB, BSD

Underwriters

Carol Cyr (860) 409-1417 Carol.Cyr@equitable.com

Andrea Heath (704) 540-3957 Andrea.Heath@equitable.com

Jordan Herrera (980) 495-7944 Jordan.Herrera@equitable.com

Paul Kisko (704) 540-3903 Paul.Kisko@equitable.com

Carrie Travieso (315) 477-2186 Carrie Travieso@equitable.com

Managing Chief Underwriter Cheryl Hendrix (704) 341-7113 Cheryl.Hendrix@equitable.com

Team 2 – SWM, PSR, CVN

Underwriters

Allen Glende (704) 341-6060 Allen.Glende@equitable.com

Michelle Jimmy (980) 308-8814 Michelle.Jimmy@equitable.com

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Hollywood - Marsha Johnson

Life Underwriting – Team Hollywood

Team 1 – LAM, SFA, SEC, SLS

Underwriters

Brandon Donaldson (704) 341-6890 Brandon.Donaldson@equitable.com

Eliza Hale (980) 308-8268 Eliza.Hale@equitable.com

Lynne Howell (704) 341-6582 Lynne.Howell@equitable.com

Managing Chief Underwriter Marsha Johnson (704) 341-6817 Marsha.Johnson2@equitable.com

Director & Chief Underwriter Mike Derrig (860) 409-1270 Michael.Derrig@equitable.com

Team 2 – CHO, MIW, OKC, OMH,

PXB, SPL, DEN, KSM

Underwriters

Derek Fairchild (980) 409-1341 Derek.Fairchild@equitable.com

Jennifer Georgiou (704) 341-6688 Jennifer.Georgiou@equitable.com

Meghan Hayes (980) 495-7943 Meghan.Hayes@equitable.com

Managing Chief Underwriter Marsha Johnson (704) 341-6817 Marsha.Johnson2@equitable.com

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Patriot - Cheryl Hendrix

Life Underwriting – Team Patriot

Team 1 – MLO, BLT, HCS, PYC

Underwriters

Tierra Page (980) 308-8844 Tierra.Page@equitable.com

Loren Stidum (860) 409-1142 Loren.Stidum@equitable.com

Marie Washington (704) 341-6680 Marie.Washington@equitable.com

Team 2 – PPA, TAR, ARB, WLS

Underwriters

Amy Almeida (980) 308-8777 Amy.Shampine@equitable.com

Joy Francis-Peter (860) 409-1141 Joy.Francis@equitable.com

Sherika Coad (704) 341-6806 Sherika.coad@equitable.com

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Concierge

Life Underwriting – Concierge

Underwriters

Lisa Baxter (704) 341-6006 Lisa.Baxter@equitable.com

Suzanne Marshall (704) 341-6567 Suzanne.Marshall@equitable.com

Tammy Nixon (980) 308-8845 Tammy.Nixon@equitable.com

John Silvia (704) 341-6300 John.Silvia@equitable.com

Managing Chief Underwriter Ben Brame (704) 341-6455 Benjamin.Brame@equitable.com

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Special Risk Team

Life Underwriting – Special Risk Team

Underwriters

Paid Change Underwriters

Cameron Jennings (704) 341-6496 Cameron.Jennings@equitable.com

Karey Johnson (980) 308-8846 Karey.Johnson@equitable.com

Angela Nell (704) 341-6959 Angela.Nell@equitable.com

Torron Williams (980) 308-8843 Torron.Williams@equitable.com

Grace Byrd (704) 341-6986 Grace.Byrd@equitable.com

Robin Lopez (7040 341-6984 Robin.Lopez@equitable.com

Director & Chief Underwriter Karen Sweeney (860) 409-1124 Karen.Sweeney@equitable.com

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Independent

Life Underwriting – Independent

Underwriters

Jeremy Buckley (860) 409-1322 Jeremy.Buckley@equitable.com

Nancy Coe (980) 495-7916 Nancy.coe@equitable.com

Robert Hamilton (980) 495-7935 Robert.Hamilton@equitable.com

Nancy Hoffman (860) 409-1491 Nancy.Hoffman@equitable.com

Patty Kruse (980) 308-8776 Patty.Kruse@equitable.com

Phil Magaldi (980) 308-8880 Philip.Magaldi@equitable.com

John Wray (980) 495-7920 John.Wray@equitable.com

Managing Chief Underwriter George Estelle (980) 308-8804 George.Estelle@equitable.com

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For immediate assistance, please call (800) 888-9763

Options Department

Option 1 Term Conversion/NB Departments

TC team press 1

New Business Departments press 2, then press 1 for Case Management

or press 2 - Commission

or press 3 - Life Sales Desk

or press 4 - Policy Service

or press 5 - Reg 60

or press 6 - Replacements

Option 2 Paid Change

Option 3 Death Claims

Option 4 Commissions

Option 5 Inforce

Option 6 Reg 60

Option 7 1035/Replacements

E-app Line: 1-855-606-6452, option 3

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life new business and underwriting contact information

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