| 2021/10/01 |
1035 Exchange Instructions |
ET-436-830.pdf
|
Annuity |
| 2011/04/01 |
1-Year Avg Participation Index Account Specimen |
ETL-1YAVGPART.pdf
|
Life |
| 2011/04/01 |
1-Year Monthly Cap Index Account Specimen |
ETL-1YRMC.pdf
|
Life |
| 2011/04/01 |
1-Year Pt-to-Pt Cap Index Account Specimen |
ETL-1YP2PCAP.pdf
|
Life |
| 2023/05/16 |
201 CMR 17 Standards for the Protection of Personal Information of Residents of the Commonwealth |
201cmr17.pdf
|
Annuity |
| 2024/02/05 |
2024 Form W-4P (for SPIA, Annuitization, Death Payouts, etc.) |
Form W-4P.pdf
|
Both |
| 2024/02/05 |
2024 Form W-4R (for Deferred and Fixed Annuity distributions) |
Form W-4R.pdf
|
Both |
| 2022/01/20 |
Accelerated Death Benefit Claim Form - KY |
ETL-ADBE-CLAIMKY.pdf
|
Life |
| 2023/01/24 |
Accelerated Death Benefit Election |
ETL-ADBE-CLAIM.pdf
|
Life |
| 2023/01/24 |
Accelerated Death Benefit Election - CA |
ETL-ADBE-CLAIM-CA.pdf
|
Life |
| 2019/01/29 |
Accelerated Death Benefit Election - GA - For policy effective dates prior to 9/7/16 |
ETL-ADBE-CLAIM-GA.pdf
|
Life |
| 2023/01/24 |
Accelerated Death Benefit Election - WealthPay |
ETL-ADBE-CLAIM-WP.pdf
|
Life |
| 2019/01/29 |
Accelerated Death Benefit Election (WealthSure only) - MD – For policy effective dates prior to 9/7/16 |
ETL-ADBE-CLAIM-MD.pdf
|
Life |
| 2018/04/10 |
Accelerated Death Benefit Replacement Supplement - CA |
ETL-RPL-ADBR-CA.pdf
|
Life |
| 2018/05/17 |
Accelerated Death Benefit Specimen Contract - FL |
ETL-ADBR-T.pdf
|
Life |
| 2010/05/01 |
Accelerated Death Benefit Specimen Contract - Generic |
ETL-ADBR.pdf
|
Life |
| 2022/01/06 |
Acceptable Premium Payment |
ET-ACCPREM.pdf
|
Annuity |
| 2020/06/30 |
Account Transfer Form - Indexed Life Policies |
ETL-LIFE-ACCTTRANS.pdf
|
Life |
| 2012/03/01 |
Accredited Investor Certification Form - FL |
ET-4911FL.pdf
|
Annuity |
| 2023/08/01 |
Address/Name Change |
ET-ADD-NAMECHG.pdf
|
Both |
| 2024/01/29 |
Advantages of Index Annuity Downside Protection |
ET-PTPPHISTEX.pdf
|
Annuity |
| 2023/10/26 |
Agent Appointment Application |
ET-3200.pdf
|
Annuity |
| 2019/01/14 |
Agent Beneficiary Designation for Trail Commissions |
ET-AGTBENE.pdf
|
Annuity |
| 2023/10/26 |
Agent Contract Transmittal Form |
ET-3102.pdf
|
Annuity |
| 2020/06/04 |
Agent Gateway Troubleshooting Guide |
ET-TROUBLESHOOT.pdf
|
Annuity |
| 2021/09/29 |
Agent Gateway Website |
ET-GATEWAY.pdf
|
Annuity |
| 2023/10/26 |
Agent License Agreement |
ET-3100LO.pdf
|
Annuity |
| 2023/11/08 |
Agent Service Request Form |
ET-3103.pdf
|
Both |
| 2023/08/01 |
Agent Verification Form |
ET-3204.pdf
|
Annuity |
| 2023/12/01 |
Agent/Agency Contract |
ET-AGT-CONTRACT .pdf
|
Annuity |
| 2021/06/01 |
Allocation Change/Account Transfer Form |
ET-ALLOC-ACCTTRANS.pdf
|
Annuity |
| 2021/12/01 |
Allocation Change/Account Transfer Form for MarketForce Bonus and MarketMax |
ET-ALLOC-ACCTTRANS-MFRC-MMAX.pdf
|
Annuity |
| 2023/01/24 |
Annuity Claimant Statement - Generic |
ET-2700.pdf
|
Annuity |
| 2023/01/24 |
Annuity Claimant Statement - NM |
ET-2700NM.pdf
|
Annuity |
| 2023/01/24 |
Annuity Claimant Statement - SPIA - Generic |
ET-2701.pdf
|
Annuity |
| 2023/01/24 |
Annuity Claimant Statement - SPIA - NM |
ET-2701NM.pdf
|
Annuity |
| 2024/09/16 |
Annuity Contract Surrender Form - CA |
ET-SURR-2501CA.pdf
|
Annuity |
| 2024/09/16 |
Annuity Contract Surrender Form - Generic |
ET-SURR-2501.pdf
|
Annuity |
| 2024/02/02 |
Annuity New Business Checklist |
ET-ANN-CKLIST.pdf
|
Annuity |
| 2022/09/28 |
Annuity Partial Tax Conversion Request Form |
ET-CONVERSION.pdf
|
Annuity |
| 2024/07/11 |
Annuity Partial Withdrawal Form |
ET-PARTIAL-2501.pdf
|
Annuity |
| 2023/11/01 |
Annuity Suitability Agent User Guide |
ET-3107.pdf
|
Annuity |
| 2019/11/05 |
Annuity Training User Guide |
ET-REGED.pdf
|
Annuity |
| 2019/08/02 |
Application Form |
ET-APP.pdf
|
Annuity |
| 2022/12/15 |
Application Form - CA |
ET-APPCA.pdf
|
Annuity |
| 2019/08/02 |
Application Form - Compact States |
ICC19-ET-APP.pdf
|
Annuity |
| 2019/08/02 |
Application Form - FL |
ET-APPFL.pdf
|
Annuity |
| 2020/04/22 |
ARBulletin |
ET-ARBULLETIN.pdf
|
Both |
| 2013/10/29 |
Assignment of Right to Receive SPIA Payments |
ET-2540.pdf
|
Annuity |
| 2023/10/30 |
Assignment of the Right to Receive Long-Term Care Benefit Payment - Bridge Index Annuity |
ET-BRIDGE-2540.pdf
|
Annuity |
| 2016/05/01 |
Authorization for Disclosure of Personal Information |
ETL-AUTHDISC-2520.pdf
|
Life |
| 2018/12/19 |
Authorization for Transmission of Information by Electronic Means |
ET-3203.pdf
|
Annuity |
| 2019/01/01 |
Authorization to Hold Issue |
ET-2504.pdf
|
Annuity |
| 2024/08/27 |
Automatic Deposit Authorization |
ET-2513.pdf
|
Both |
| 2022/08/24 |
Barclays Focus50 Index Client Brochure |
ET-BARCFOC50-1100.pdf
|
Annuity |
| 2024/03/01 |
Beneficiary Designation Form |
ET-2532.pdf
|
Both |
| 2019/03/25 |
Beneficiary Designation w/Restricted Payout - Non-Qualified |
ET-2533NQ.pdf
|
Annuity |
| 2014/06/25 |
Beneficiary Designation w/Restricted Payout - Non-Qualified |
ETL-2533NQ.pdf
|
Life |
| 2021/01/29 |
Beneficiary Designation w/Restricted Payout - Qualified |
ET-2533Q.pdf
|
Annuity |
| 2012/01/25 |
Beneficiary Payment Option Election Form - Life Insurance |
ETL-BENPOE-2710.pdf
|
Life |
| 2023/07/17 |
Bridge Account Transfer |
ET-ACCTTRANS-BRG.pdf
|
Annuity |
| 2023/07/11 |
Bridge Agent Guide |
ET-BRG-BR-1102.pdf
|
Annuity |
| 2023/07/17 |
Bridge Allocation Change |
ET-ALLOC-BRG.pdf
|
Annuity |
| 2022/11/15 |
Bridge Service Request |
ET-BSR.pdf
|
Annuity |
| 2022/11/01 |
Bridge Specimen Contract |
ET-BRG.pdf
|
Annuity |
| 2020/02/07 |
Business Solicitation Requirements |
ET-3104.pdf
|
Annuity |
| 2015/01/21 |
Buyer's Guide to Fixed Deferred Annuities - 1999 |
ET-FDABG.pdf
|
Annuity |
| 2015/01/21 |
Buyer's Guide to Fixed Deferred Annuities - 2013 |
ET-ANB-LE.pdf
|
Annuity |
| 2020/04/22 |
CA Training |
ET-CATRAINING.pdf
|
Annuity |
| 2021/01/10 |
Certainty Rate Guarantee Period Reduction Request |
ET-CERT-GUAR-REQ.pdf
|
Annuity |
| 2023/11/01 |
Certainty Select Agent Guide |
ET-CTY-BR-1102.pdf
|
Annuity |
| 2023/11/01 |
Certainty Select Client Brochure |
ET-CTY-BR-1100.pdf
|
Annuity |
| 2024/04/23 |
Certainty Select Client Brochure - OR |
ET-CTY-BR-1100-OR.pdf
|
Annuity |
| 2022/10/01 |
Certainty Select Disclosure - Generic |
ET-MYG-1101.pdf
|
Annuity |
| 2022/10/01 |
Certainty Select Disclosure - WI |
ET-MYG-1101WI.pdf
|
Annuity |
| 2009/06/01 |
Certainty Select Specimen Contract |
ET-MYG-2000.pdf
|
Annuity |
| 2004/08/20 |
Charitable Remainder Trust Disclosure |
ET-2507.pdf
|
Annuity |
| 2024/07/08 |
Choice Four Client Brochure - OR |
ET-CH4-BR-1100-OR.pdf
|
Annuity |
| 2023/10/01 |
ChoiceFour Agent Guide |
ET-CH4-BR-1102.pdf
|
Annuity |
| 2023/12/31 |
ChoiceFour Client Brochure |
ET-CH4-BR-1100.pdf
|
Annuity |
| 2024/10/24 |
ChoiceFour Competitive Advantages Flyer |
ET-CH4-FLR-CADV.pdf
|
Annuity |
| 2022/10/01 |
ChoiceFour Disclosure - DE |
ET-SPA-1101DE.pdf
|
Annuity |
| 2022/10/01 |
ChoiceFour Disclosure - Generic |
ET-SPA-1101.pdf
|
Annuity |
| 2022/10/01 |
ChoiceFour Disclosure - WI |
ET-SPA-1101WI.pdf
|
Annuity |
| 2024/02/26 |
ChoiceFour Renewal Rate Stats Flyer |
ET-CH4-FLR-RRT.pdf
|
Annuity |
| 2004/11/01 |
ChoiceFour Specimen Contract |
ET-SPA-2000.pdf
|
Annuity |
| 2011/10/18 |
Civil Union Notice - Illinois |
ET-CUIL.pdf
|
Annuity |
| 2012/12/03 |
Client Release of Contract Info Authorization |
ET-2541.pdf
|
Both |
| 2022/10/05 |
Client Website Upload A Doc User Guide |
ET-UDOC-C.pdf
|
Annuity |
| 2024/08/01 |
Commission Election Form |
ET-COMMELECT.pdf
|
Both |
| 2024/08/28 |
Commission Options |
ET-MV-FLR-TRLCOMP.pdf
|
Annuity |
| 2020/02/02 |
Comparative Information - Proposed Insurance |
ET-RPL-4906FL.pdf
|
Annuity |
| 2020/02/01 |
Comparative Information Form for Existing Insurance - Florida |
ET-RPL-4907FL.pdf
|
Annuity |
| 2017/05/30 |
Compensation and Conflicts Disclosure Form |
ET-PTE8424-RNWL.pdf
|
Annuity |
| 2024/03/25 |
Competitive Income Benefit Riders Flyer |
ET-IBR-FLR-CADV.pdf
|
Annuity |
| 2024/02/09 |
Confidence Income Agent Guide |
ET-CNF-BR-1102.pdf
|
Annuity |
| 2024/02/12 |
Confidence Income Client Brochure |
ET-CNF-BR-1100.pdf
|
Annuity |
| 2020/09/01 |
Confidence Income Disclosure - Generic |
ET-SPIA-1101.pdf
|
Annuity |
| 2020/09/01 |
Confidence Income Disclosure - NJ |
ET-SPIA-1101NJ.pdf
|
Annuity |
| 2014/05/05 |
Confidence Income Specimen Contract |
ET-SPIA-2000.pdf
|
Annuity |
| 2004/09/28 |
Confidential Abuse Notification - NM |
ET-4909NM.pdf
|
Annuity |
| 2023/11/01 |
Contracting Checklist |
ET-3202.pdf
|
Annuity |
| 2021/09/29 |
Deferral Contract Payment of Proceeds |
ET-DEATHDEFERRAL.pdf
|
Both |
| 2021/04/15 |
Delegate Account User Guide |
ET-DELEGATEACCT.pdf
|
Annuity |
| 2022/02/16 |
Department of Labor – Fiduciary and Impartial Conduct Standards Rules |
ET-DOL84-24.pdf
|
Annuity |
| 2024/02/05 |
Direct Deposit of Commission Earnings |
ET-3101.pdf
|
Annuity |
| 2020/11/09 |
Disclosure & Comparison of Products - Certainty Select - CA |
ET-MYG-4901CA.pdf
|
Annuity |
| 2020/11/09 |
Disclosure & Comparison of Products - Certainty Select - Generic |
ET-MYG-4901.pdf
|
Annuity |
| 2020/11/09 |
Disclosure & Comparison of Products - Certainty Select - MN |
ET-MYG-4901MN.pdf
|
Annuity |
| 2020/11/09 |
Disclosure & Comparison of Products - ChoiceFour - CA |
ET-SPA-4901CA.pdf
|
Annuity |
| 2020/11/09 |
Disclosure & Comparison of Products - ChoiceFour - Generic |
ET-SPA-4901.pdf
|
Annuity |
| 2020/11/09 |
Disclosure & Comparison of Products - ChoiceFour - MN |
ET-SPA-4901MN.pdf
|
Annuity |
| 2023/08/01 |
Disclosure & Comparison of Products - MarketFive Index - CA |
ET-MK5-4901CA.pdf
|
Annuity |
| 2023/08/01 |
Disclosure & Comparison of Products - MarketFive Index - Generic |
ET-MK5-4901.pdf
|
Annuity |
| 2023/08/01 |
Disclosure & Comparison of Products - MarketFive Index - MN |
ET-MK5-4901MN.pdf
|
Annuity |
| 2021/12/06 |
Disclosure & Comparison of Products - MarketForce Bonus Index |
ET-MFRC-4901.pdf
|
Annuity |
| 2024/10/01 |
Disclosure & Comparison of Products - MarketForce Bonus Index - CA |
ET-MFRC-4901CA.pdf
|
Annuity |
| 2024/06/04 |
Disclosure & Comparison of Products - MarketForce Bonus Index - FL |
ET-MFRC-4901FL.PDF.pdf
|
Annuity |
| 2021/09/02 |
Disclosure & Comparison of Products - MarketForce Bonus Index - MN |
ET-MFRC-4901MN.pdf
|
Annuity |
| 2021/09/02 |
Disclosure & Comparison of Products - MarketMax Index |
ET-MMAX-4901.pdf
|
Annuity |
| 2023/04/18 |
Disclosure & Comparison of Products - MarketMax Index - CA |
ET-MMAX-4901CA.pdf
|
Annuity |
| 2021/09/02 |
Disclosure & Comparison of Products - MarketMax Index- MN |
ET-MMAX-4901MN.pdf
|
Annuity |
| 2024/09/24 |
Disclosure & Comparison of Products - MarketPower Bonus Index - AK, CT, ID, IL, MT, NV, NJ, OH, OK, OR, PA, TX, UT, VT, WA |
ET-MPP-4901B.pdf
|
Annuity |
| 2024/09/24 |
Disclosure & Comparison of Products - MarketPower Bonus Index - Generic |
ET-MPP-4901.pdf
|
Annuity |
| 2024/09/24 |
Disclosure & Comparison of Products - MarketPower Bonus Index - MN |
ET-MPP-4901MN.pdf
|
Annuity |
| 2024/09/24 |
Disclosure & Comparison of Products - MarketSeven Index - CA |
ET-MK7-4901CA.pdf
|
Annuity |
| 2024/09/24 |
Disclosure & Comparison of Products - MarketSeven Index - Generic |
ET-MK7-4901.pdf
|
Annuity |
| 2024/09/24 |
Disclosure & Comparison of Products - MarketSeven Index - MN |
ET-MK7-4901MN.pdf
|
Annuity |
| 2024/09/24 |
Disclosure & Comparison of Products - MarketTen Bonus Index - CA |
ET-MTB-4901CA.pdf
|
Annuity |
| 2024/09/24 |
Disclosure & Comparison of Products - MarketTen Bonus Index - Generic |
ET-MTB-4901.pdf
|
Annuity |
| 2024/09/24 |
Disclosure & Comparison of Products - MarketTen Bonus Index - MN |
ET-MTB-4901MN.pdf
|
Annuity |
| 2021/04/01 |
Disclosure & Comparison of Products - MarketValue Index - AK, CT, DE, ID, MT, NJ, NV, OH, OK, OR, PA, TX, UT, VT, WA |
ET-EIA-4901B.pdf
|
Annuity |
| 2021/04/01 |
Disclosure & Comparison of Products - MarketValue Index - CA |
ET-EIA-4901CA.pdf
|
Annuity |
| 2024/01/01 |
Disclosure & Comparison of Products - MarketValue Index - FL |
ET-EIA-4901FL.pdf
|
Annuity |
| 2021/04/01 |
Disclosure & Comparison of Products - MarketValue Index - Generic |
ET-EIA-4901.pdf
|
Annuity |
| 2021/04/01 |
Disclosure & Comparison of Products - MarketValue Index - MN |
ET-EIA-4901MN.pdf
|
Annuity |
| 2020/11/09 |
Disclosure & Comparison of Products - SPIA - CA |
ET-SPIA-4901CA.pdf
|
Annuity |
| 2020/11/09 |
Disclosure & Comparison of Products - SPIA - Generic |
ET-SPIA-4901.pdf
|
Annuity |
| 2020/11/09 |
Disclosure & Comparison of Products - SPIA - MN |
ET-SPIA-4901MN.pdf
|
Annuity |
| 2021/10/01 |
Distribution Prior to Issue Request |
ET-REF-4920.pdf
|
Annuity |
| 2019/08/06 |
Duplicate Contract or Policy Request |
ET-DUPLICATEREQ.pdf
|
Both |
| 2023/01/25 |
E-Applications Flyer |
ET-EAPP.pdf
|
Annuity |
| 2022/03/23 |
E-Delivery Agent User Guide |
ET-EDELAGENT.pdf
|
Annuity |
| 2021/12/13 |
E-Delivery Client User Guide |
ET-EDELCLIENT.pdf
|
Annuity |
| 2022/03/23 |
E-Delivery FAQs |
ET-EDELFAQ.pdf
|
Annuity |
| 2021/10/15 |
Electronic Transactions and Disclosures Agreement |
ET-ELEDISC.pdf
|
Annuity |
| 2023/01/24 |
Enhanced Income Benefit Rider Service Request Form |
ET-ENHIBR.pdf
|
Annuity |
| 2016/07/22 |
Entity Certification and Indemnification Agreement |
ET-ENTITY-2503.pdf
|
Annuity |
| 2024/05/16 |
Entity Information Form - Agent/Agency Use |
ET-AGT-ENTITY-3503.pdf
|
Annuity |
| 2023/02/15 |
EquiTrust Advertising Requirements |
ET-ADREQ.pdf
|
Annuity |
| 2024/03/29 |
EquiTrust Agent App Overview |
ET-GEN-FLR-MBLAPP-OVERVIEW.pdf
|
Annuity |
| 2024/04/30 |
EquiTrust Agent App Quick Start Guide |
ET-GEN-FLR-MBLAPP.pdf
|
Annuity |
| 2024/09/04 |
EquiTrust Business Guidelines |
ET-BUSGDLNS.pdf
|
Both |
| 2019/09/18 |
EquiTrust Client Portal Flyer |
ET-MYEQUITRUST.pdf
|
Annuity |
| 2024/05/20 |
EquiTrust Contact Information |
ET-5000.pdf
|
Annuity |
| 2024/07/17 |
EquiTrust Corporate Brochure |
ET-GEN-BR-1000.pdf
|
Annuity |
| 2024/04/12 |
EquiTrust Financial Overview |
ET-GEN-FLR-FINOV.pdf.pdf
|
Annuity |
| 2024/04/12 |
EquiTrust Letter of Financial Condition - Producer Use Only |
ET-GEN-FLR-LFC.PDF.pdf
|
Annuity |
| 2023/09/05 |
EquiTrust Pocket Folder |
ET-FDR-1001A.pdf
|
Annuity |
| 2012/01/01 |
EquiTrust Privacy Notice |
ET-PRI-4905.pdf
|
Annuity |
| 2024/08/27 |
EquiTrust S&P 500 Dynamic Intraday TCA Index |
ET-GEN-FLR-STR-DII.pdf
|
Both |
| 2023/10/30 |
EquiTrust Wire-Transfer Instructions |
ET-WIRETRANSFER.pdf
|
Annuity |
| 2023/10/27 |
EquiTrust's Competitive Advantages |
ET-GEN-FLR-CADV.pdf
|
Annuity |
| 2020/04/22 |
ET-FRAUD |
ET-FRAUD.pdf
|
Both |
| 2023/03/14 |
Federal/State Income Tax Witholding Election Form |
ET-TAX-WITHELEC.pdf
|
Annuity |
| 2024/02/07 |
Financial Needs Analysis - Generic |
ET-2506.pdf
|
Annuity |
| 2024/02/09 |
Fixed Annuity Sales Presentation |
ET-GEN-BR-1001.pdf
|
Annuity |
| 2024/02/09 |
Fixed Annuity Sales Presentation - PowerPoint |
ET-GEN-BR-1001PP.pdf
|
Annuity |
| 2019/04/08 |
Free-Withdrawal and RMD Policy for Fixed Annuities |
FREE-WITHDRAWAL AND RMD POLICY FOR FIXED ANNUITIES.pdf
|
Both |
| 2020/09/17 |
Goldman Sachs Dynamo Strategy Index |
ET-DYNAMO.pdf
|
Annuity |
| 2024/04/23 |
Guidelines for IRA Beneficiaries Under the SECURE Act |
ET-GEN-FLR-IRA.pdf
|
Annuity |
| 2023/08/01 |
HIPAA Business Associate Addendum |
ET-BUS-ASSOC-ADDENDUM.pdf
|
Annuity |
| 2020/04/22 |
IABulletin |
ET-IABULLETIN.pdf
|
Both |
| 2024/09/16 |
Income Benefit Rider Service Request Form |
ET-2703.pdf
|
Annuity |
| 2024/04/05 |
Income for Life Sales Presentation |
ET-IBR-BR-1003.pdf
|
Annuity |
| 2022/12/30 |
Income, Assets, and Expenses Inventory |
ET-RINCOME.pdf
|
Annuity |
| 2022/08/31 |
Index Annuities Eliminate the Stress of Market Losses |
ET-LOSSRECOVERY.pdf
|
Annuity |
| 2024/02/09 |
Index Annuity Sales Presentation |
ET-GEN-BR-1002.pdf
|
Annuity |
| 2024/02/09 |
Index Annuity Sales Presentation - PowerPoint |
ET-GEN-BR-1002PP.pdf
|
Annuity |
| 2024/06/01 |
Index Strategy Description: 1-Year Point-to-Point Performance Trigger |
ET-GEN-FLR-PT.pdf
|
Annuity |
| 2017/02/03 |
Index-Strategy Description: 1-Year Average Participation |
ET-AP.pdf
|
Annuity |
| 2017/02/03 |
Index-Strategy Description: 1-Year Daily Average Cap |
ET-AC.pdf
|
Annuity |
| 2017/02/03 |
Index-Strategy Description: 1-Year Monthly Average Cap |
ET-ACMV.pdf
|
Annuity |
| 2017/02/03 |
Index-Strategy Description: 1-Year Monthly Cap |
ET-MC.pdf
|
Annuity |
| 2017/02/03 |
Index-Strategy Description: 1-Year Point-to-Point Cap |
ET-PTP.pdf
|
Annuity |
| 2020/03/03 |
Index-Strategy Description: 1-Year Point-to-Point Participation |
ET-PTPP.pdf
|
Annuity |
| 2017/02/03 |
Index-Strategy Description: 2-Year Monthly Average Cap Index Account |
ET-2MC.pdf
|
Annuity |
| 2020/03/03 |
Index-Strategy Description: 2-Year Point-to-Point Participation |
ET-2PTPP.pdf
|
Annuity |
| 2024/07/17 |
Inherited IRA Information Form |
ET-INHIRA.pdf
|
Annuity |
| 2022/11/29 |
Inherited/Stretch IRA Client Brochure |
ET-INHERSTRCHIRA.pdf
|
Annuity |
| 2023/01/31 |
Inherited/Stretch IRA Rules |
ET-INHRSTRCHRULES.pdf
|
Annuity |
| 2024/08/28 |
Interest Rate Summary |
ET-GEN-FLR-RATES.pdf
|
Annuity |
| 2024/09/09 |
Internal Transfer Program Flyer |
ET-GEN-FLR-ITP.pdf
|
Annuity |
| 2023/06/01 |
Internal Transfer/Exchange Request |
ET-INT-TRANS-EXCH.pdf
|
Annuity |
| 2023/06/01 |
Internal Transfer/Exchange Request - FL |
ET-INT-TRANS-FL.pdf
|
Annuity |
| 2023/06/01 |
Internal Transfer/Exchange Request - KS |
ET-INT-TRANS-KS.pdf
|
Annuity |
| 2022/05/05 |
JIT FAQs |
ET-JITFAQ.pdf
|
Annuity |
| 2023/01/24 |
Life Insurance Claimant Statement - Generic |
ETL-CLAIM-2700.pdf
|
Life |
| 2023/01/24 |
Life Policy Beneficiary Statement - NM |
ETL-CLAIM-2700NM.pdf
|
Life |
| 2021/01/29 |
Life Policy Loan Request Form |
ETL-LOANREQ.pdf
|
Life |
| 2024/07/11 |
Life Policy Partial Withdrawal Form |
ETL-PARTIAL-2501.pdf
|
Life |
| 2020/02/02 |
Life Policy Surrender Form |
ETL-SURR-2501.pdf
|
Life |
| 2022/01/20 |
Life Policy Surrender Form - KY |
ETL-SURR-2501KY.pdf
|
Life |
| 2023/02/08 |
Long-Term Care Benefits – Bridge Claim Form |
ET-LTC-CLAIM.pdf
|
Annuity |
| 2024/05/13 |
LTC Annuity Sales Presentation |
ET-GEN-BR-SHWBK-LTC.pdf
|
Annuity |
| 2023/05/16 |
MA Compliance Checklist |
compliance-checklist.pdf
|
Annuity |
| 2006/02/01 |
Market Value Adjustment Guide - MYG |
ET-MYG-1106.pdf
|
Annuity |
| 2010/01/01 |
Market Value Adjustment Guide - MYG |
ET-MYG-1106-1-10.pdf
|
Annuity |
| 2024/06/05 |
MarketFive Agent Guide |
ET-MK5-BR-1102.pdf
|
Annuity |
| 2024/08/28 |
MarketFive Competitive Advantages Flyer |
ET-MK5-FLR-CADV.pdf
|
Annuity |
| 2024/06/05 |
MarketFive Disclosure - Generic |
ET-MK5-1101.pdf
|
Annuity |
| 2024/06/05 |
MarketFive Disclosure - ND |
ET-MK5-1101ND.pdf
|
Annuity |
| 2024/06/05 |
MarketFive Disclosure - NJ |
ET-MK5-1101NJ.pdf
|
Annuity |
| 2024/06/05 |
MarketFive Disclosure - WI |
ET-MK5-1101WI.pdf
|
Annuity |
| 2024/06/01 |
MarketFive Index Client Brochure |
ET-MK5-BR-1100.pdf
|
Annuity |
| 2023/10/10 |
MarketFive Index Client Brochure - OR |
ET-MK5-BR-1100-OR.pdf
|
Annuity |
| 2024/04/01 |
MarketFive Specimen Contract |
ET-FIA5-2000.pdf
|
Annuity |
| 2024/10/01 |
MarketForce Bonus Agent Guide |
ET-MFRC-BR-1102.pdf
|
Annuity |
| 2024/08/28 |
MarketForce Bonus Competitive Advantages Flyer |
ET-MFRC-FLR-CADV.pdf
|
Annuity |
| 2024/10/01 |
MarketForce Bonus Disclosure - CA |
ET-MFRC-1101CA.pdf
|
Annuity |
| 2024/06/05 |
MarketForce Bonus Disclosure - Generic |
ET-MFRC-1101.pdf
|
Annuity |
| 2024/06/05 |
MarketForce Bonus Disclosure - ND |
ET-MFRC-1101ND.pdf
|
Annuity |
| 2021/09/02 |
MarketForce Bonus Disclosure - NJ |
ET-MFRC-1101NJ.pdf
|
Annuity |
| 2024/06/05 |
MarketForce Bonus Disclosure - WI |
ET-MFRC-1101WI.pdf
|
Annuity |
| 2024/10/01 |
MarketForce Bonus Index Client Brochure |
ET-MFRC-BR-1100.pdf
|
Annuity |
| 2024/04/01 |
MarketForce Bonus Index Specimen Contract |
ET-MFRC.pdf
|
Annuity |
| 2024/06/05 |
MarketMax Agent Guide |
ET-MMAX-BR-1102.pdf
|
Annuity |
| 2024/06/01 |
MarketMax Client Brochure |
ET-MMAX-BR-1100.pdf
|
Annuity |
| 2024/08/28 |
MarketMax Competitive Advantages Flyer |
ET-MMAX-FLR-CADV.pdf
|
Annuity |
| 2024/06/05 |
MarketMax Disclosure - CA |
ET-MMAX-1101CA.pdf
|
Annuity |
| 2024/06/05 |
MarketMax Disclosure - Generic |
ET-MMAX-1101.pdf
|
Annuity |
| 2024/06/05 |
MarketMax Disclosure - ND |
ET-MMAX-1101ND.pdf
|
Annuity |
| 2024/06/05 |
MarketMax Disclosure - NJ |
ET-MMAX-1101NJ.pdf
|
Annuity |
| 2021/09/02 |
MarketMax Disclosure - WI |
ET-MMAX-1101WI.pdf
|
Annuity |
| 2024/04/01 |
MarketMax Specimen Contract |
ET-MMAX.pdf
|
Annuity |
| 2024/10/01 |
MarketPower Bonus Agent Guide |
ET-MPB-BR-1102.pdf
|
Annuity |
| 2024/10/01 |
MarketPower Bonus Client Brochure |
ET-MPB-BR-1100.pdf
|
Annuity |
| 2024/10/01 |
MarketPower Bonus Competitive Advantages Flyer |
ET-MPB-FLR-CADV.pdf
|
Annuity |
| 2024/06/05 |
MarketPower Disclosure - AR |
ET-MPP-1101AR.pdf
|
Annuity |
| 2024/09/24 |
MarketPower Disclosure - Generic |
ET-MPP-1101.pdf
|
Annuity |
| 2024/09/24 |
MarketPower Disclosure - ND |
ET-MPP-1101ND.pdf
|
Annuity |
| 2024/09/24 |
MarketPower Disclosure - NJ |
ET-MPP-1101NJ.pdf
|
Annuity |
| 2024/09/24 |
MarketPower Disclosure - WI |
ET-MPP-1101WI.pdf
|
Annuity |
| 2024/04/01 |
MarketPower Specimen Contract |
ET-MPP-2000.pdf
|
Annuity |
| 2024/10/01 |
MarketSeven Agent Guide |
ET-MK7-BR-1102.pdf
|
Annuity |
| 2024/10/01 |
MarketSeven Client Brochure |
ET-MK7-BR-1100.pdf
|
Annuity |
| 2024/08/28 |
MarketSeven Competitive Advantages Flyer |
ET-MK7-FLR-CADV.pdf
|
Annuity |
| 2024/09/24 |
MarketSeven Disclosure - Generic |
ET-MK7-1101.pdf
|
Annuity |
| 2024/09/24 |
MarketSeven Disclosure - ND |
ET-MK7-1101ND.pdf
|
Annuity |
| 2024/09/24 |
MarketSeven Disclosure - NJ |
ET-MK7-1101NJ.pdf
|
Annuity |
| 2024/09/24 |
MarketSeven Disclosure - WI |
ET-MK7-1101WI.pdf
|
Annuity |
| 2024/04/01 |
MarketSeven Specimen Contract |
ET-MK7.pdf
|
Annuity |
| 2024/10/01 |
MarketTen Bonus Agent Guide |
ET-MTB-BR-1102.pdf
|
Annuity |
| 2024/10/01 |
MarketTen Bonus Client Brochure |
ET-MTB-BR-1100.pdf
|
Annuity |
| 2024/10/01 |
MarketTen Bonus Competitive Advantages Flyer |
ET-MTB-FLR-CADV.pdf
|
Annuity |
| 2024/09/24 |
MarketTen Bonus Disclosure - Generic |
ET-MTB-1101.pdf
|
Annuity |
| 2024/09/24 |
MarketTen Bonus Disclosure - ND |
ET-MTB-1101ND.pdf
|
Annuity |
| 2024/09/24 |
MarketTen Bonus Disclosure - NJ |
ET-MTB-1101NJ.pdf
|
Annuity |
| 2024/09/24 |
MarketTen Bonus Disclosure - WI |
ET-MTB-1101WI.pdf
|
Annuity |
| 2024/04/01 |
MarketTen Bonus Specimen Contract |
ET-MTB-2000.pdf
|
Annuity |
| 2024/06/05 |
MarketValue Agent Guide |
ET-MV-BR-1102.pdf
|
Annuity |
| 2024/06/01 |
MarketValue Client Brochure |
ET-MV-BR-1100.pdf
|
Annuity |
| 2023/08/31 |
MarketValue Client Brochure - OR |
ET-MV-BR-1100-OR.pdf
|
Annuity |
| 2024/09/23 |
MarketValue Competitive Advantages Flyer |
ET-MV-FLR-CADV.pdf
|
Annuity |
| 2024/06/05 |
MarketValue Disclosure - AR |
ET-EIA-1101AR.pdf
|
Annuity |
| 2024/06/05 |
MarketValue Disclosure - Generic |
ET-EIA-1101.pdf
|
Annuity |
| 2024/06/05 |
MarketValue Disclosure - ND |
ET-EIA-1101ND.pdf
|
Annuity |
| 2024/06/05 |
MarketValue Disclosure - NJ |
ET-EIA-1101NJ.pdf
|
Annuity |
| 2024/06/05 |
MarketValue Disclosure - WI |
ET-EIA-1101WI.pdf
|
Annuity |
| 2022/11/09 |
MarketValue Index 1-Year Point-to-Point Participation Flyer |
ET-MKTVALPART.pdf
|
Annuity |
| 2022/09/08 |
MarketValue Renewal Rates Flyer |
ET-EIA-RRT.pdf
|
Annuity |
| 2024/04/01 |
MarketValue Specimen Contract |
ET-EIA-2000.pdf
|
Annuity |
| 2023/05/16 |
Massachusetts Producer Acknowledgement Letter |
ET-PRODCERTMA.pdf
|
Annuity |
| 2023/04/06 |
MVA Impact on Fixed Index Annuities |
ET-GEN-FLR-MVA.pdf
|
Annuity |
| 2022/09/16 |
NAIC Override Commissions List |
ET-3400.pdf
|
Annuity |
| 2024/07/30 |
New Business Suitability Tips |
ET-GEN-FLR-CMPLNCE.pdf
|
Annuity |
| 2014/04/15 |
Notice of Annuity/Life Sales Visit - CA |
ET-2535CA.pdf
|
Annuity |
| 2023/07/11 |
Notice of Sales to Military Personnel |
ET-MIL-1101.pdf
|
Annuity |
| 2020/02/02 |
Notice Regarding Proposed Replacement - IL |
ET-RPL-4900ILB.pdf
|
Annuity |
| 2020/02/02 |
Notice Regarding Replacement - CA |
ET-RPL-4900CA.pdf
|
Annuity |
| 2020/02/02 |
Notice Regarding Replacement - DE |
ET-RPL-4900DE.pdf
|
Annuity |
| 2020/02/02 |
Notice Regarding Replacement - FL |
ET-RPL-4900FL.pdf
|
Annuity |
| 2020/02/02 |
Notice Regarding Replacement - GA |
ET-RPL-4900GA.pdf
|
Annuity |
| 2020/02/02 |
Notice Regarding Replacement - Generic |
ET-RPL-4900.pdf
|
Annuity |
| 2020/02/02 |
Notice Regarding Replacement - ID |
ET-RPL-4900ID.pdf
|
Annuity |
| 2020/02/02 |
Notice Regarding Replacement - IL |
ET-RPL-4900IL.pdf
|
Annuity |
| 2020/02/02 |
Notice Regarding Replacement - IN |
ET-RPL-4900IN.pdf
|
Annuity |
| 2020/02/02 |
Notice Regarding Replacement - KS |
ET-RPL-4900KS.pdf
|
Annuity |
| 2023/07/27 |
Notice Regarding Replacement - MA |
ET-RPL-4900MA.pdf
|
Annuity |
| 2020/02/02 |
Notice Regarding Replacement - MN |
ET-RPL-4900MN.pdf
|
Annuity |
| 2020/02/02 |
Notice Regarding Replacement - NV |
ET-RPL-4900NV.pdf
|
Annuity |
| 2020/02/02 |
Notice Regarding Replacement - OK |
ET-RPL-4900OK.pdf
|
Annuity |
| 2020/02/20 |
Notice Regarding Replacement - PA |
ET-RPL-4900PA.pdf
|
Annuity |
| 2020/02/02 |
Notice Regarding Replacement - TN |
ET-RPL-4900TN.pdf
|
Annuity |
| 2020/02/02 |
Notice Regarding Replacement - WA |
ET-RPL-4900WA.pdf
|
Annuity |
| 2020/02/02 |
Notice Regarding Replacement - WY |
ET-RPL-4900WY.pdf
|
Annuity |
| 2004/03/05 |
Notice to AZ Residents Age 65 or Older |
ET-4903AZ.pdf
|
Annuity |
| 2006/09/04 |
Notice to CA Residents Age 65 or Older |
ET-4903CA.pdf
|
Annuity |
| 2023/01/24 |
Nursing Home Waiver Election Form |
ET-NHWELECTION.pdf
|
Annuity |
| 2004/01/01 |
Nursing Home Waiver Specimen Contract |
430-NHW.pdf
|
Annuity |
| 2021/09/29 |
Online Marketing Resources |
ET-5002.pdf
|
Annuity |
| 2019/08/06 |
Ownership Change - Annuity Contracts |
ET-OWNCHG.pdf
|
Annuity |
| 2019/08/06 |
Ownership Change - Life Policies |
ETL-OWNCHG.pdf
|
Life |
| 2024/09/04 |
Partial Tax Conversion |
ET-PTAX.pdf
|
Annuity |
| 2024/09/04 |
Partial Tax Conversion FAQs |
ET-PTAXFAQ.pdf
|
Annuity |
| 2024/07/11 |
Payment Option Election Form |
ET-POE-1101.pdf
|
Annuity |
| 2020/04/22 |
Policies on Joint Ownership |
ET-JTOWNPOL.pdf
|
Annuity |
| 2023/07/01 |
Power of Attorney Certification Form |
ET-POACERT-2500.pdf
|
Annuity |
| 2024/05/01 |
PTC Roth Concept Flyer |
ET-GEN-FLR--ROTH.pdf
|
Annuity |
| 2022/01/18 |
PTE 84-24 Disclosure Form |
ET-PTE8424.pdf
|
Annuity |
| 2016/03/09 |
Purchase Across State Lines Disclosure |
ET-5100.pdf
|
Annuity |
| 2023/05/26 |
Qualified Charitable Distribution Form |
ET-QUAL-CHAR-DIST.pdf
|
Annuity |
| 2022/08/12 |
Remote Application Disclosure |
ET-5200.pdf
|
Annuity |
| 2024/01/01 |
Renewal Rate Integrity – MarketPower Bonus Index |
ET-MPB-FLR-RRH.PDF.pdf
|
Annuity |
| 2024/10/01 |
Required Minimum Distribution - Beneficiary/Stretch IRA |
ET-2512ST.pdf
|
Annuity |
| 2024/08/27 |
Required Minimum Distribution Form |
ET-2512.pdf
|
Annuity |
| 2010/08/01 |
Return of Premium Rider Specimen Contract |
ETL-ROP.pdf
|
Life |
| 2024/06/01 |
S&P 500 Dynamic Intraday Brochure |
S&P 500 Dynamic Intraday Brochure.pdf
|
Both |
| 2022/09/07 |
S&P MARC 5% Excess Return Client Brochure |
SPMARC5BROCHURE.pdf
|
Annuity |
| 2024/09/01 |
S&P500 Historical Analysis |
ET-SP500-HISTORICAL.pdf
|
Annuity |
| 2005/11/01 |
SPDA Disclosure Form - KS |
ET-1101KS.pdf
|
Annuity |
| 2005/11/01 |
SPDA Disclosure Form - OH |
ET-1101OH.pdf
|
Annuity |
| 2023/03/06 |
Split Annuity Client Flyer |
ET-MULTI-FLR-SPL.pdf
|
Annuity |
| 2021/09/03 |
Suitability Confirmation Calls |
ET-STBLTYCLS.pdf
|
Annuity |
| 2023/10/30 |
Terminal Illness Benefit Election Form - Generic |
ET-TI-ELECTION.pdf
|
Annuity |
| 2023/10/31 |
Terminal Illness Benefit Election Form - MA |
ET-TI-ELECTION-MA.pdf
|
Annuity |
| 2023/10/31 |
Terminal Illness Benefit Election Form - NC |
ET-TI-ELECTION-NC.pdf
|
Annuity |
| 2017/02/28 |
Terminal Illness Disclosure - MA |
ET-TIDISC-INITIAL-MA.pdf
|
Annuity |
| 2017/06/13 |
Terminal Illness Specimen Contract |
ET-TI.pdf
|
Annuity |
| 2024/10/28 |
The Reality Of Age-related Health Care Expenses |
ET-GEN-FLR-EXPENSES.pdf
|
Annuity |
| 2020/04/22 |
TNBulletin |
ET-TNBULLETIN.pdf
|
Both |
| 2020/11/01 |
Trail Commission Options: Frequently Asked Questions |
ET-TRLCOMMFAQ.pdf
|
Annuity |
| 2004/05/28 |
Transfer Under UGMA or UTMA |
ET-2505.pdf
|
Annuity |
| 2020/07/31 |
Transfer/1035 Exchange Form |
ET-TRN1035-4902.pdf
|
Annuity |
| 2014/10/21 |
Transfer/1035 Exchange Form - Life |
ETL-1035-TRN.pdf
|
Life |
| 2024/02/07 |
Trust Information Form and Trustee Certification and Indemnification Agreement |
ET-TRUST-2502.pdf
|
Annuity |
| 2022/11/15 |
Trust Information Form and Trustee Certification and Indemnification Agreement - Bridge |
ET-TRUST-2502BRG.pdf
|
Annuity |
| 2015/12/14 |
Uniform Lifetime Table for RMD's |
ET-SPIA-RMD.pdf
|
Annuity |
| 2021/07/01 |
Upload a Doc User Guide |
ET-UPLOADADOC.PDF.pdf
|
Annuity |
| 2024/09/23 |
W-9 Request Taxpayer ID & Certification |
W-9.pdf
|
Both |
| 2011/04/01 |
Waiver of Premium Rider Specimen Contract |
ETL-WPM.pdf
|
Life |
| 2018/05/17 |
Waiver of Surrender Charge Rider Specimen Contract - FL |
ETL-WSC-FL.pdf
|
Life |
| 2024/08/27 |
Ward's 50 |
ET-WARDS50.pdf
|
Annuity |
| 2024/08/01 |
WealthMax Bonus Life Specimen Contract |
ET-WMAX-SPECIMEN-CONTRACT.pdf
|
Life |
| 2016/10/27 |
WealthPay Life Surrender Form |
ETL-SURR-2501-WP.pdf
|
Life |
| 2024/10/01 |
When Does a Premium Bonus Make Sense? |
ET-GEN-FLR-BNS.pdf
|
Annuity |
| 2024/10/03 |
Withdrawal Form - SYSTEMATIC |
ET-2500.pdf
|
Annuity |
| 2024/01/04 |
Wizard User Guide |
ET-GEN-BR-WUG.pdf
|
Annuity |