PHL Variable Insurance Company (Nassau RE)

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

PHL Variable Insurance Company (Nassau RE)

Form Description\Program

Microsoft Word 97 or 2000 

Adobe Acrobat 5.0 or better 

Highlights of the Nassau MYAnnuity 5X/7X MYGA Annuity Dated 09/01/2018n/aFront & Back
Guidelines - Checklistn/aFront & Back
Nassau MYAnnuity Application & Privacy (Required w/ Application)n/a8 Pages
Nassau MYAnnuity No Free Withdrawal Disclosure (Required w/ Application) n/a14 Pages
Nassau MYAnnuity with Free withdrawal Disclosure (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/aFillable
Transfer Form - Qualified (Required w/ Qualified Transfer)n/aFillable
Transfer Form - Bank CD (Required w/ CD Transfer)n/aFillable
Transfer Form - Shares Redemption (Required w/ Redemption Request)n/aFillable
W9 (Required w/ Application)n/a1 Page
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.