New Era 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

Home PageTop 10 PageForms 

FOR AGENT USE ONLY!

Form Description\Program

Adobe Acrobat 5.0 or better 

INSTRUCTIONSGet Free Acrobat PDF Viewer(5.6M)
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New Era Life [ For company website -> www.NewEraLife.com ]

Form Description\Program

Adobe Acrobat 5.0 or better 

Top Choice Application/Disclosure Form - Top Choice 3 & 5  (1% Min Guar)Fillable
Top Exchange Internal Exchange - Top Exchange 3 & 5  (1% Min Guar)Front & Back (Internal Exchanges Only)
Secure Choice Application/Disclosure Form - Secure Choice 3 & 5 (2% Min Guar)Fillable
Exchange Choice Internal Exchange - Exchange Choice 3 & 5 (2% Min Guar)Front & Back (Internal Exchanges Only)
Current Rates (New Money and Internal Exchange) Effective 12/01/20231 Page
Suitability Form (Required for New Applications and Internal Exchanges) (Updated for Use as of Sep 1, 2021)3 Pages
Replacement Form (Required for New Applications and Internal Exchanges)Front & Back
Agent Disclosure  (Required as of Sep 1 ,2021)1 Page
W9 (Required)1 Page
Buyer's Guide to Fixed Deferred AnnuitiesAll Pages
Transfer Form - Non-Qualified & Qualified1 Page Fillable
Internal Exchange Form (included in Exchange Choice Apps)Use form on Exchange Choice Apps
Service Form - Distribution RequestFront & Back Fillable
Service Form - Policy ServiceFront & Back Fillable
Service Form - Change of Beneficiary (Secure Choice, Exchange Choice, Top Choice or Top Exchange)1 Page
Service Form - Change of Annuitant (Secure Choice, Exchange Choice, Top Choice or Top Exchange)1 Page
Service Form - Change of Beneficiary (Accumulator)1 Page
Service Form - Claimant StatementAll Pages
Service Form - Affidavit of Trustee1 Page
Agent Contracting KitRequest by Email (General Agent and Agency)
Sales Agent Contracting KitRequest by Email  (Sales Only)
NEW-Effective 1/05/2023 - Product Specific Training for Current Texas AgentsAll Pages

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