Western Bankers Life Forms

The Fisher Agency

Danny Fisher, CLU, ChFC
President     1-800-822-1450

Financial Advisors Since 1975

13140 Coit Road, Suite 102  Dallas, TX 75240-5797

Home PageTop 10 PageForms 

FOR AGENT USE ONLY!

Form Description\Program

Microsoft Word 97 or 2000 

Adobe Acrobat 5.0 or better 

INSTRUCTIONSGet Free Word Viewer(3.8 M)Get Free Acrobat PDF Viewer(5.6M)
To Print Right-Click on Link > Print Target Print from Acrobat Window
To Download  Right-Click on Link > Save Target Right-Click > Save Target

Bankers Life (d.b.a. Western Bankers Life in Texas)

Form Description\Program

Microsoft Word 97 or 2000 

Adobe Acrobat 5.0 or better 

Application Form & Disclosure- SPDA5n/aAll Pages 
Application Form & Disclosure- SPDA7n/aAll Pages 
Replacement Form (Required*)n/aAll Pages
Suitability Questionnaire (Required*)n/aAll Pages
Buyer's Guide Acknowledgement (Required*)n/a1 Page
Buyer's Guide for Annuities (for Client)n/aAll Pages
Transfer Form - Qualified & Non-Qualifiedn/a1 Page
Statement of Good Health - (Required* for ages over 80)n/a1 Page
Brochure - SPDA5n/aAll Pages
Service - Withdrawal Formn/aFront & Back
Service - Annuity Change Requestn/aFront & Back
Agent Contracting Forms n/aAll Pages

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