Become a Broker

Amalgamated Life looks forward to having you join our nationwide broker network. Towards that goal, we have developed our Broker Kit. It includes important information and documents you need to begin the process of establishing an affiliation with our organization.

In order to be appointed as a valued Amalgamated Life producer and to ensure your file is complete, the following forms must be signed and returned to Jessica Patti, Broker Relations Coordinator along with a copy of your license.

Broker Kit

Agent Profile
W-9 Request for Taxpayer Identification Number and Certificate
Copy of Your Resident/Non-Resident License Certificate
NYS Important Notice (Regulation 60)
Regulation 60 Acknowledgement Letter
NY Regulation 194 Circular Letter No.18 (2010)

In the past few weeks there have been numerous restrictions placed on businesses throughout the United States. Many states and localities across the country have enacted temporary restrictions on non-essential business operations, requiring millions of workers to stay home. Amalgamated Life Insurance Company, which is based in New York, is considered an essential business and therefore is not subject to these temporary restrictions.

However, in an effort to protect the health and safety of our employees, their families and communities, we have taken a series of company-wide actions, across all Amalgamated Family of Companies locations, to implement work from home and other flexible arrangements where feasible. Despite these changes, we will continue to provide you and your members with the customer service levels you have come to expect from us prior to the coronavirus outbreak.

We are diligently working with our partners and vendors to utilize our remote capabilities and infrastructure. We are also in constant communication with UPS and the USPS to stay informed of any potential changes in service. For the duration of this state of emergency, Amalgamated Life Insurance Company will comply with any required Notice Obligations by emailing and/or mailing notices to all consumers.

If you have any questions or concerns please reach out to your Amalgamated Family of Companies representative or our customer service center at: 914-367-5000. They are well-prepared to answer your questions and can address your specific needs.