How do I find my advisor's contact information?

Why We Need to Know Your Advisor

Inclined works directly with financial advisors, who confirm policy details and provide documents that are needed when clients apply for an Inclined Line of Credit (iLOC).

Where to Find Your Advisor's Information

In most cases, your financial advisor’s contact information can be found in two primary places: your policy statements or your online account at your insurance carrier.

Check Your Policy Statement

Your annual policy statement typically lists the financial advisor or agent who services your policy.

Look for sections labeled:
- Servicing Advisor
- Agent of Record
- Financial Representative
- Policy Servicing Contact
For policies issued by companies such as Northwestern Mutual, Guardian, MassMutual, New York Life, and others the servicing advisor’s name and contact details are normally included directly on the statement.

These statements are usually mailed annually and may also be available as PDFs in your online account at your insurance carrier.
Log Into Your Online Account with your Insurance Company

If you have created an online account with your insurance carrier, your advisor’s information is often visible within your account dashboard.

Common places to look include:
- Policy Details
- Advisor Information
- Contact Your Representative
- Account Support

Other Ways to Identify Your Advisor

If you’re unsure who your advisor is, or if the advisor you bought your policy from is no longer with the insurance carrier, consider the following methods:

Contact Your Insurance Carrier

If you hold a whole life policy with one of Inclined’s partner insurers, you can contact the carrier directly and ask for your current servicing advisor’s information.

You can say something like:
“I’m a current whole life insurance customer with your company but I don’t know who my advisor is. Can you help me find my advisor’s name and email information?”

Customer service phone numbers:

Northwestern Mutual Customer Support: 1 (866) 950-4644
Guardian Customer Support: 1 (212) 598-8000
MassMutual Customer Support: 1 (800) 272-2216
New York Life Customer Support: 1 (800) 225-5695

Review Your Policy Documents

Your whole life insurance policy documents should list your advisor’s name and contact information. Make sure you review the most recent policy year documents to identify the current servicing advisor.

Note that your advisor may appear under terms such as:

Policy Details
Advisor Information
Contact Your Representative
Account Support

Search Your Email

Look through past emails from your insurance company or financial advisor. Messages related to policy updates, premium reminders, or annual statements may include your advisor’s contact information.

Log Into Your Online Account

If you’ve created an account with your insurance carrier, log in and check your policy details or account support section for your advisor’s information.

Check Your Bank Statements

If you pay premiums through a bank account, the transaction details may sometimes include the name of your advisor or their firm.

Next Steps

Once you’ve identified your advisor, the process continues as follows:

Provide us with your advisor’s contact information (full name, email address, and phone number if possible) as part of your application for an iLOC.
Our team will reach out to your advisor to request documents that are needed to process your application.

Your advisor plays an important role in helping ensure all needed documents are submitted so we can process your application. We also encourage all policyowners to speak with their financial advisors before applying, so together you can ensure that an Inclined Line of Credit aligns with your broader financial plan.

Need Additional Help?

If you have questions or need help locating your advisor, our support team is happy to assist.

Email: support@inclined.com

Phone: 1-855-282-0441

We’re here to help you navigate the process and make the most of your whole life insurance policy.