Nassau Life & Annuity Company (Nassau RE)

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

Nassau RE (PHL Variable Insurance Company)

Form Description\Program

Microsoft Word 97 or 2000 

Adobe Acrobat 5.0 or better 

Highlights of the Nassau MYAnnuity 5X/7X MYGA Annuity Dated 01/01/2020n/aFront & Back
Guidelines - Checklistn/a1 Page
Nassau MYAnnuity Application  (Required w/ Application)n/a4 Pages
Nassau MYAnnuity No Free Withdrawal Disclosure (Signature Page Required w/ Application) n/a14 Pages
Nassau MYAnnuity with Free withdrawal Disclosure (Signature Page Required w/ Application) n/a14 Pages
Suitability Questionnaire (Required w/ Application)n/a3 Pages
ID Verification (Required w/ Application)n/a1 Page
Replacement Form (Required w/ Application)n/a2 Pages
Replacement Worksheet (Required w/ Replacements)n/a2 Pages
Sales Material List (Required w/ Replacements)n/a1 Page
Nassau MYAnnuity Brochuren/an/a
Transfer Form - Non-Qualified (Required w/ NQ Transfer)n/a2 Pages
Transfer Form - Qualified (Required w/ Qualified Transfer)n/a2 Pages
Transfer Form - Bank CD (Required w/ CD Transfer)n/a1 Page
Transfer Form - Shares Redemption (Required w/ Redemption Request)n/a1 Page
W9 (Required w/ Application)n/a1 Page
Agent Contracting Formsn/a Request by Email
Agent Training Requirementn/a1 Page

 

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