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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→North American

Estate planning at North American

How to protect 11 North American accounts — manage beneficiaries by phone, fund a trust by mail, and file death claims

North American

Subsidiary of Sammons Financial Group

northamericancompany.com→
North American logo

Life Division — Policy Service

Phone1-877-872-0757
EmailLifeCorrespondence@SFGmembers.com
Mailing Address

North American Company for Life and Health Insurance, Life Division, One Sammons Plaza, Sioux Falls, SD 57193

Life Division — international
1-712-847-1334
Annuity Division — policy service
1-866-322-7069
Annuity Division — international
1-605-269-0436
WebsiteLearn more→

Life Division — Policy Service

Phone1-877-872-0757
EmailLifeCorrespondence@SFGmembers.com
Mailing Address

North American Company for Life and Health Insurance, Life Division, One Sammons Plaza, Sioux Falls, SD 57193

Life Division — international
1-712-847-1334
Annuity Division — policy service
1-866-322-7069
Annuity Division — international
1-605-269-0436
WebsiteLearn more→

Life Division — Claims and Benefits Department

Phone1-800-733-2524
Toll-Free1-877-880-6367
Fax1-877-841-6706
Mailing Address

North American Company for Life and Health Insurance, Life Division, P.O. Box 5088, Sioux Falls, SD 57117 (overnight: One Sammons Plaza, Sioux Falls, SD 57193)

Annuity death claims
1-877-880-6367
WebsiteNotify online→
Verified Jul 2026

North American offers 11 insurance products that play a central role in estate planning. Because policy proceeds pass directly to named beneficiaries—bypassing probate entirely—keeping designations current is one of the highest-impact steps policyholders can take.

Beneficiary designations at North American can be managed by mail and by phone, typically taking allow 10 calendar days after receipt for North American to review documents submitted for processing.. Trust funding is also available, allowing families to name a trust as the policy beneficiary or establish an irrevocable life insurance trust (ILIT).

North American provides specific procedures for both proactive estate planning and filing claims after a death.

Preparing your estate

Beneficiaries and trust funding

How to update beneficiaries by phone, fund a trust by mail, and review 11 account types at North American.

View details →

When someone dies

Death claim process

7-step process, 11 required documents, and contact information for survivors.

View details →
SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • northamericancompany.com
  • sammonsfinancialgroup.com

Data sourced from North American primary sources (15 pages reviewed). How we research.

North American

Subsidiary of Sammons Financial Group

northamericancompany.com→
North American logo

Life Division — Policy Service

Phone1-877-872-0757
EmailLifeCorrespondence@SFGmembers.com
Mailing Address

North American Company for Life and Health Insurance, Life Division, One Sammons Plaza, Sioux Falls, SD 57193

Life Division — international
1-712-847-1334
Annuity Division — policy service
1-866-322-7069
Annuity Division — international
1-605-269-0436
WebsiteLearn more→

Life Division — Policy Service

Phone1-877-872-0757
EmailLifeCorrespondence@SFGmembers.com
Mailing Address

North American Company for Life and Health Insurance, Life Division, One Sammons Plaza, Sioux Falls, SD 57193

Life Division — international
1-712-847-1334
Annuity Division — policy service
1-866-322-7069
Annuity Division — international
1-605-269-0436
WebsiteLearn more→

Life Division — Claims and Benefits Department

Phone1-800-733-2524
Toll-Free1-877-880-6367
Fax1-877-841-6706
Mailing Address

North American Company for Life and Health Insurance, Life Division, P.O. Box 5088, Sioux Falls, SD 57117 (overnight: One Sammons Plaza, Sioux Falls, SD 57193)

Annuity death claims
1-877-880-6367
WebsiteNotify online→
Verified Jul 2026

Estate planning articles

Learn how to protect your North American accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Estate planning articles

Learn how to protect your North American accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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Dave Ramsey on Trusts: What We Agree and Disagree On

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Jean Chatzky on Estate Planning: It’s a Gift

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Robert Kiyosaki on Trusts: A Structural Necessity

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Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on estate planning: start with a living trust and have regular conversations with your heirs about how to manage finances when the trust becomes active.
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SimplyTrustSimplyTrust EditorialJune 30, 2026