Form Description\Program |
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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 06/16/2025) | 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 |