Forms (Annuities) - Savers Marketing

Savers Marketing - Getting Licensed - Annuities

Getting Licensed - Annuities

Click on the carrier and go to the appropriate table for downloading forms. All the forms required for licensing have been compiled. You may choose to download the forms individually by clicking on the individual links or you may download the them in a single Combined File by clicking on the appropriate link.

American General Life Insurance Co.

Equitrust Life

Jefferson Pilot

Lincoln

Presidential

Fidelity & Guaranty Life

Great American

American General Life Insurance Co. (click on form)

Appointment Forms Instructions

Appointment Forms

Electronic Funds Transfer Form

CLICK HERE FOR COMBINED THREE LICENSING FORMS

Equitrust Life(click on form)

CLICK HERE FOR COMBINED REQUIRED LICENSING FORMS

Jefferson Pilot (click on form)

AMO Contracting Booklet

Commission Schedule

CLICK HERE FOR COMBINED THREE REQ'D LICENSING FORMS

Lincoln (click on form)

Fair Credit Reporting Act

Commission Schedule

Producer Preliminary Information

Selling Agreement

Broker Agreement

CLICK HERE FOR COMBINED FIVE REQ'D LICENSING FORMS

Presidential (click on form)

Checklist/Contract

Appointment Fees

Writing Agent Suplemental Schedule

CLICK HERE FOR BOTH REQ'D LICENSING FORMS

Fidelity & Guaranty Life (click on form)

Contracting for Commissions Paid to Individual

Contracting for Commissions Paid to Corporation

Great American (click on form)

Appointment Forms

Commission and Chargeback Schedule

Savers Marketing 2003-2008