Forms and Downloads

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 TEXAS AGENT USE ONLY!
Texas Agent Required Training  Information  
COMPANY (Click on link to Download Forms)

PRODUCTS 

LINK To Company Web Site

American EquityGuarantee 5 & 7www.American-Equity.com
American NationalPalladium MYGwww.ANICO.com
Atlantic Coast LifeSafe Haven 5,6,7,10  , Safe Harbor 5,6,7,10www.ACLICO.com
Bankers Life (dba Western Bankers Life in TX)SPDA-5www.bankerslifeinsurance.com
Capitol LifeBankers 3, 5 , 7, Bankers Premier 5, 7 , Premier Plus 5, , Bankers Elite 3, 5, 7, 9
Delaware LifePinnacle MYGA 3,  5, 7,  10www.DelawareLife.com
Fidelity & Guaranty LifeGuarantee Platinum 5, 7www.fglife.com
Guaranty Income Life Guaranty 4, 6, 8 , FlexPlus 5, 7, 10,  AnnuiCare 7, 10www.GILICO.com
Guggenheim Life & Annuity CompanyPreserve Mutli-Year Guarantee 3, 4, 5, 6, 7, 8, 9, 10www.GuggenheimInsurance.com
ING-USA AnnuityGuarantee Choice 7, 10www.ING-USA.com
Liberty Bankers LifeBankers 3, 5 , 7, Bankers Premier 5, 7 , Premier Plus 5, Bankers Elite 3, 5, 7, 9www.LibertyBankersLife.com
Manhattan LifePreferred Choice 3, 5, 6, 7, Premium Preferred 5, 7www.ManhattanLife.com
MetLife Investors (Brighthouse Financial)Fixed Annuity FA 5,7,10www.MetLife.com
New Era LifeSecure Choice 3, 5www.NewEraLife.com
New Era Life of the MidwestSecure Choice 3, 5www.NewEraLife.com
Oxford Life Multi-SelectOxford Life Forms
Philadelphia American LifeSecure Choice 3, 5www.PhiladelphiaAmericanLife.com
Royal Neighbors of AmericaChoice 3, 5, 6 , Traditional Choicewww.RoyalNeighbors.org
Security Benefit LifeLighthouse Select 1, 3, 5, 7www.SecurityBenefit.com
Sentinel Security LifePersonal Choice 5, 7, 10www.SentinelLife.org
Standard InsuranceFocused Growth 5, 6www.Standard.com
Western UnitedDiscovery 3, 5, 6, 7, Future Select 5, 7 , SPIAwww.WULA.com
OTHER Companies  
AIG Annuity(Service Forms only)www.AIGAnnuity.com
American Heritage Life (Service Forms only) 
Americom Life (use FGL)(Service Forms only)Thru Fidelity & Guaranty
Baltimore Life(Service Forms only)www.BaltimoreLife.com 
Columbia Universal Life (Service Forms only) 
Great American Life (Service Forms only)www.GAFRI.com
Illinois Mutual (No Products Currently Available for Texas)www.IllinoisMutual.com
Jefferson Pilot(Service Forms only)www.LFG.com
London Pacific  (Service Forms only)
Life of Southwest (Service Forms only)www.LifeOfSouthwest.com
National Health (Service Forms only)
Loyal American (Service Forms only)www.GAFRI.com
Midland National Life(Service Forms only)www.midlandannuity.com
North American Life(Service Forms only)www.nacolah.com
Old West Annuity & LifeThru Great American Life
Presidential Life(Service Forms only)www.PresidentialLife.com
Standard Life of Indiana(New Business Temporarily Suspended)www.StandardLifeofIndiana.com
Sunset Life  (Service Forms only)www.SunsetLife.com 

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
Top 10 

Front & Back

Front & Back

Generic Form for Qualified Business (DOL PTE 84-24) (Version with Commission Info)1 Page1 Page
Generic Form for Qualified Business (DOL PTE 84-24) (Version without Commission Info)1 Page1 Page
Texas Agent Required Training Info1 Page1 Page
Texas Application for Licensee Exemptionn/aFront & Back
Monthly Solicitation LetterFront

Front

W9 Formn/aFront Only  All Pages(with instructions)
Required Minimum Distribution for IRA'sFront & BackFront & Back

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