Phone: 1-833-656-7455
Key Contacts
Click for General Inquiry Form
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Sales Desk Support
Fastest way to get help with
sales inquiries
Customer Service
Policy support and assistance
Option 2, then Option 1
Fax: 888-417-3702
Mon-Fri: 8am – 6pm EST
Pro Tips
Always include the policy/application number in subject lines.
Use the Agent Portal for real-time case status updates.
For urgent cases, call Sales Desk directly and follow up with email.
Payment & Transfers
Check Payments
Send check payments for premiums and contributions
Make checks payable to:
Oceanview Life and Annuity Company
Wire Transfer Instructions
Use these details for wire transfer payments
Account: Oceanview Life and Annuity
Company Bank: Fifth Third Bank
ABA: 042000314
Account Number: 7435324400
Address: 38 Fountain Square Plaza, Cincinnati, OH 45202
Portals & Online Access
Agent Portal
Access your dashboard, submit applications, and track case status in real-
time
Submit new applications
Track case status
View commission statements
Access marketing materials
Client Portal
Secure access for policyholders to manage their accounts and view policy details
View policy information
Make premium payments
Update beneficiaries
Download policy documents
Resource Library
Comprehensive collection of sales tools, product guides, and training materials
Product brochures & guides Sales presentations
Training videos
Rate sheets & illustrations
Forms & Resources
Application Forms
Complete application packages for all product lines and qualified retirement plans
New business applications
Transfer & rollover forms
Beneficiary designation forms
State-specific requirements
Agent Guides
Comprehensive guides and resources to help you sell and service Oceanview products
Product comparison guides
Underwriting guidelines
Commission schedules
Compliance checklists