Forms and Downloads

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 TEXAS AGENT USE ONLY!
Texas Agent Required Training  InformationNational Producer Number (NPN) Lookup 
COMPANY (Click on link to Download Forms)

PRODUCTS 

LINK To Company Web Site

American EquityGuarantee 5 & 7www.American-Equity.com
American LifeAmerican Classic MYGA 3, 5www.American-Life.com
American NationalPalladium MYGww.ANICO.com
Americo Financial LifePlatinum Assure Series 2, 3, 4, 5, 6, 7www.americo.com
Atlantic Coast LifeSafe Haven 3, 5, 6, 7,10  , Safe Harbor 3, 5,6,7,10www.ACLICO.com
Capitol LifeBankers 3, 5 , 7, Bankers Premier 5, 7 , Premier Plus 5, , Bankers Elite 3, 5, 7, 9www.LibertyBankersLife.com
Delaware LifePinnacle Plus MYGA 3,  5, 7,  10www.DelawareLife.com
SILAC Insurance Company (new name for Equitable Life)Secure Savings 2, 3 & 5, Secure Savings Elite 2, 3 & 5www.SILACIns.com
Farmers LifeSafeguard Plus 3, 5, 7, 10www.FarmersLifeIns.com
Guaranty Income Life Guaranty Rate Lock www.GILICO.com
Clear Spring Life & Annuity Company (new name for Guggenheim Life)Preserve Multi-Year Guarantee 3, 4, 5, 6, 7, 8, 9, 10www.ClearSpringLife.com
Investors Heritage LifeHeritage Builder 3, 5, 7www.InvestorsHeritage.com
Liberty Bankers LifeBankers 3, 5 , 7, Bankers Premier 5, 7 , Premier Plus 5, Bankers Elite 3, 5, 7, 9www.LibertyBankersLife.com
Life of SouthwestRetireMax Secure 5www.LifeOfSouthwest.com
Manhattan LifePreferred Choice 3, 5, 6, 7, Premium Preferred 5, 7www.ManhattanLife.com
MassMutual AscendSecureGain 3, 5, 7www.MassMutualAscend.com
MetLife Investors (Brighthouse Financial)Fixed Annuity FA 5,7,10www.MetLife.com
Nassau RE (PHL Variable Life)Nassau MYAnnuity 5X/7Xwww.NSRE.com
Nationwide LifeSecureGrowth 3, 5, 7www.NationwideFinancial.com
National SecurityMYGA 3, 4, 5, 6, 7www.NationalSecurityGroup.com
New Era LifeTop Choice 3, 5, Secure Choice 3, 5www.NewEraLife.com
New Era Life of the MidwestTop Choice 3, 5, Secure Choice 3, 5www.NewEraLife.com
Oxford Life Multi-SelectOxford Life Forms
Philadelphia American LifeTop Choice 3, 5, Secure Choice 3, 5www.PhiladelphiaAmericanLife.com
Pacific Guardian LifeDiamond Head MYGA 3, 4, 5, 6, 7, 8, 9, 10www.PacificGuardian.com
Royal Neighbors of AmericaChoice 3, 5, 6 , Traditional Choicewww.RoyalNeighbors.org
Sentinel Security LifePersonal Choice 3, 5, 7, 10www.sslco.com
Standard InsuranceFocused Growth 5, 6www.Standard.com
Upstream LifeSecure Legacy 3, 5, 7, 10www.UpstreamLife.us
Western UnitedDiscovery 3, 5, 6, 7, Future Select 5, 7 , Navigator Ultra, Elite www.ManhattanLife.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 
Bankers Life (dba Western Bankers Life in TX)(Service Forms only)bankerslifeinsurance.com
Columbia Universal Life (Service Forms only) 
Colorado Bankers Life (Service Forms only)CBLife.com
Great American Life (Service Forms only)www.GAFRI.com
Fidelity & Guaranty LifeGuarantee Platinum 5, 7www.fglife.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)
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
Oceanview LifeContact Oceanview Directlywww.OceanviewLife.com
Presidential Life(Service Forms only)www.PresidentialLife.com
Standard Life of Indiana(New Business Temporarily Suspended)www.StandardLifeofIndiana.com
Security Benefit LifeLighthouse Select 1, 3, 5, 7www.SecurityBenefit.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

Buyers Guiden/aAll Pages
Texas Agent Required Training Info1 Page1 Page
Texas Application for Licensee Exemptionn/aFront & Back
Monthly Solicitation LetterRequest by Email

Rquest by Email

W9 Formn/aFront Only  All Pages(with instructions)
W4P Form (for Periodic Payments) 2024n/a3 Pages (with Instructions)
W4R Form (for One Time Withdrawal/Surrender) 2024n/a3 Pages (with Instructions)
Required Minimum Distribution for IRA's (For 2023)Front & BackFront & Back
Life Expectancy Tablesn/aFront & Back

If you encounter problems downloading from this page, you may Request Forms by E-Mail.

Agent Access (Password Required)