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
Life Division — Policy Service
North American Company for Life and Health Insurance, Life Division, One Sammons Plaza, Sioux Falls, SD 57193
Life Division — Policy Service
North American Company for Life and Health Insurance, Life Division, One Sammons Plaza, Sioux Falls, SD 57193
Life Division — Claims and Benefits Department
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)
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 →
Sources
Data sourced from North American primary sources (15 pages reviewed). How we research.
Life Division — Policy Service
North American Company for Life and Health Insurance, Life Division, One Sammons Plaza, Sioux Falls, SD 57193
Life Division — Policy Service
North American Company for Life and Health Insurance, Life Division, One Sammons Plaza, Sioux Falls, SD 57193
Life Division — Claims and Benefits Department
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)
Estate planning articles
Learn how to protect your North American accounts and other assets with trusts, beneficiary designations, and estate planning documents.
