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

Adobe Acrobat 5.0 or better 

INSTRUCTIONSGet Free Acrobat PDF Viewer(5.6M)
To Print Print from Acrobat Window
To Download Right-Click > Save Target

Nassau RE (PHL Variable Insurance Company) [ For company website -> www.NFG.com ]

Form Description\Program

Adobe Acrobat 5.0 or better 

Highlights of the Nassau MYAnnuity 5X/7X MYGA Annuity Dated 12/01/2021Front & Back
Guidelines - ChecklistForms under Revision
Nassau MYAnnuity Application  (Required w/ Application)eApp Recommended
Nassau MYAnnuity No Free Withdrawal Disclosure (Signature Page Required w/ Application)
Nassau MYAnnuity with Free withdrawal Disclosure (Signature Page Required w/ Application)
DOL PTE 84-24 DisclosureFront & Back
Suitability Questionnaire (Required w/ Application)
ID Verification (Required w/ Application)
Replacement Form (Required w/ Application)
Replacement Worksheet (Required w/ Replacements)
Sales Material List (Required w/ Replacements)
Nassau MYAnnuity Brochure
Transfer Form - Non-Qualified (Required w/ NQ Transfer)
Transfer Form - Qualified (Required w/ Qualified Transfer)
Transfer Form - Bank CD (Required w/ CD Transfer)
Transfer Form - Shares Redemption (Required w/ Redemption Request)
W9 (Required w/ Application)1 Page
Agent Contracting FormsRequest by Email
Agent Training Requirement1 Page

 

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