Clear Spring Life & Annuity Company

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

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

Clear Spring Life & Annuity Company  [ For company website -> www.ClearSpringLife.com ] - New Name for Guggenheim Life
Note: As of Sep 2022, the Mailing address has changed to: PO Box 80509, INDIANAPOLIS, INDIANA 46280

Form Description\Program

Adobe Acrobat 5.0 or better 

Highlights of the Preserve MYGA Annuity Dated 09/01/2022Front & Back
New Business Transmittal (Required w/ Application)1 Page  Fillable
Preserve Application Single Premium Deferred Annuity (SPDA) (Required w/ Application)4 Pages Fillable
Preserve MYGA Product Summary (Required w/ Application)4 Pages  Fillable
Preserve MYGA Brochure6 Pages
Replacement Form (Required w/ Application)3 Pages  Fillable
Identification & Suitability Confirmation Worksheet (Required w/ Application)All Pages   Fillable
Transfer Form - All Transfers (Required w/ Transfer)3 Pages   Fillable
W9 (Required w/ Application)1 Page
Agent Disclosure (Required w/ Application)2 Pages
Change of Beneficiary Form Fillable
Authorization for Annuity WithdrawalFillable
RMD RequestFillable
Authorization for Direct DepositFillable
Change of AddressFillable
Agent ContractingRequest by Email

 

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