Western Bankers Life Forms

The Fisher Agency

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

Financial Advisors Since 1975

Phone Numbers and Map

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

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Form Description\Program

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

Effective Oct 1, 2018: All new sales are suspended.  Link to Company Website (with Rehabilitation Info)

Form Description\Program

Adobe Acrobat 5.0 or better 

Agent Authorization Form1 Page
Application Form & Disclosure- SPDA3All Pages 
Application Form & Disclosure- SPDA5All Pages 
Application Form & Disclosure- SPDA7All Pages 
Key Highlights - SPDA 3, 5 & 7 -Dated 9/25/2018Front & Back
Replacement Form (Required*)All Pages
Suitability Questionnaire (Required*)All Pages
Buyer's Guide Acknowledgement (Required*)1 Page
Buyer's Guide for Annuities (for Client)All Pages
Transfer Form - Qualified & Non-Qualified1 Page
Statement of Good Health - (Required* for ages over 80)1 Page
Brochure - SPDA5All Pages
Service - RMD FormFront & Back
Service - Withdrawal FormFront & Back
Service - Change Request (Address, Name, Owner, Annuitant, Bank, or Beneficiary)Front & Back
Agent Contracting Forms All Pages

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