FOR AGENT USE ONLY!
| Form Description\Program |
|
|---|---|
| INSTRUCTIONS | Get Free Acrobat PDF Viewer(5.6M) |
| To Print | Print from Acrobat Window |
| To Download | Right-Click > Save Link As... |
Adobe Acrobat 5.0 or better AMF Americo Financial Life [Click here for Company Website]
| Form Description\Program | |
|---|---|
| NOTE: As of 6/22/2022, the Platinum Secure 5 is no longer available in Texas and is replaced with the Platinum Assure Series 2, 3, 4, 5, 6 and 7 . (New Product Training Required) | |
| Platinum Assure Series Highlights & Rates (as of 02/22/2023) | 2 Pages |
| Platinum Assure Series Product Brochure | 2 Pages |
| Platinum Assure Series Application (Required w/ Application) | All Pages |
| Suitability Questionnaire (Required w/ Application ) | All Pages |
| Agent Disclosure (Required w/ Application ) | 2 Pages |
| Replacement Form (Required w/ Application) | 2 Pages |
| W9 (Required w/ Application) | 1 Page |
| Transfer Form - (Required w/ Transfer) | 3 Pages |
| Replacement Verification - (Required w/ Transfer) | 1 Page |
| Virtual Sales | 1 Page |
| Distribution Form - (Penalty-Free, RMD, Monthly Interest, Partial) | 3 Pages |
| RMD Form | 2 Pages |
| Change of Beneficiary Form | 3 Pages |
| Agent Contracting Forms | Request by Email |
| Agent Product Training Instructions | 1 Page |
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