Guggenheim Life & Annuity Company

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

Guggenheim Life & Annuity Company
Note: As of 7/16/2012, the Home Office address has changed to: 401 PENNSYLVANIA PARKWAY, SUITE 300 INDIANAPOLIS, INDIANA 46280

Form Description\Program

Microsoft Word 97 or 2000 

Adobe Acrobat 5.0 or better 

Highlights of the Preserve MYGA Annuity Dated 05/01/2017Front & BackFront & Back
New Business Transmittal (Required w/ Application)n/a1 Page  Fillable
Preserve Application Single Premium Deferred Annuity (SPDA) (Required w/ Application)n/a2 Pages Fillable
Preserve MYGA Product Summary (Required w/ Application)n/a3 Pages  Fillable
Preserve MYGA Brochuren/a6 Pages
Replacement Form (Required w/ Application)n/a3 Pages  Fillable
Identification & Suitability Confirmation Worksheet (Required w/ Application)n/a4 Pages   Fillable
DOL PTE 84-24 IRA Disclosure for Qualified Businessn/aInstructions Fillable
Transfer Form - All Transfers (Required w/ Transfer)n/a4 Pages   Fillable
W9 (Required w/ Application)n/a1 Page
Change of Beneficiary Formn/a1 Page   Fillable
Authorization for Annuity Withdrawaln/a1 Page    Fillable
Authorization for Direct Depositn/a1 Page   Fillable
Change of Addressn/a1 Page   Fillable
Agent Contracting Instructionsn/a1 Page
Agent Contracting Formsn/a 15 Pages
Agent Business Guidelinesn/a34 Pages
Agent Internal Training Requirementn/a16 Pages

 

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