Form Description\Program | Adobe Acrobat 5.0 or better |
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Application Kit - Navigator Ultra 3, 5, 7 (New Product - Training Required) No Liquidity | Submit Request |
Application Kit - Navigator Elite 3, 5, 7 (New Product - Training Required) | Submit Request |
Application Kit - Max Choice 3, 5, 6, 7, 10 (Product Terminated) | N/A |
Application Kit - Discovery 3, 5, 6, 7 | Submit Request |
Application Kit - Future Select 5, 7 | Submit Request |
DOL PTE 84-24 Disclosure | Front & Back |
Buyer's Guide | All Pages |
Facts Sheet - Navigator Ultra 3 | 1 Page |
Facts Sheet - Navigator Ultra 5 | 1 Page |
Facts Sheet - Navigator Ultra 7 | 1 Page |
Facts Sheet - Navigator Elite 3 | 1 Page |
Facts Sheet - Navigator Elite 5 | 1 Page |
Facts Sheet - Navigator Elite 7 | 1 Page |
Facts Sheet - Max Choice 5 (Product Terminated) | N/A |
Facts Sheet - Future Select 5 | 1 Page |
Facts Sheet - Future Select 7 | 1 Page |
Facts Sheet - Discovery 5 | 1 Page |
Facts Sheet - Discovery 6 | 1 Page |
Facts Sheet - Discovery 7 | 1 Page |
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Direct Deposit Form | Front & Back |
Substitute W9 and W4P | 1 Page |
Distribution Request | Front & Back |
Required Minimum Distribution (RMD) | Front & Back |
Request for Duplicate Annuity Contract | 1 Page |
Contract Change Request | Front & Back |
New Agent Contracting | All Pages |
Agent Contracting Add-on | 1 Page |
Agent Training Information | Link to Company Webpage |