Investors Heritage Life Insurance 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

IHL Investors Heritage Life

Form Description\Program

Microsoft Word 97 or 2000 

Adobe Acrobat 5.0 or better 

Heritage Builder MYGA Product Highlights as of 10/01/2018n/aFront & Back
Heritage Builder MYGA Annuity Summaryn/aFront & Back
Heritage Builder  Brochuren/a4 Pages
Heritage Builder Package Instruction Pagen/a1 Page
Heritage Builder Application (Required w/ Application)n/a4 Pages
Heritage Builder Certificate of Disclosure (Required w/ Application) n/a1 Page
Disclosure - Understanding your SPDA (Required w/ Application) n/a4 Pages
Suitability Questionnaire (Required w/ Application)n/a3 Pages
Replacement Form (Required w/ Application)n/a2 Pages
W9 (Required w/ Application)n/a1 Page
Replacement  Comparison - (Required w/ Transfer)n/a3 Pages
Transfer Form - (Required w/ Transfer)n/a5 Pages
Trust Certification (Required if a Trust will be the Owner)n/aFront & Back
Agent Contracting Formsn/a Request by Email
Agent Training Requirementn/a1 Page

 

If you encounter problems downloading from this page, you may Request Forms by E-Mail.