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Forms

Form Date Form Name Number Line Of Business
2013/09/18 1035 Exchange Instructions 436-830.pdf Both
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
2020/05/26 2020 Required Minimum Distribution Waiver/Return of Received RMD Payment ET-RMD-WAIVER.pdf Annuity
2012/01/03 Accelerated Death Benefit Disclosure - FL ETL-ABD-TFL.pdf Life
2018/03/30 Accelerated Death Benefit Disclosure - Generic ETL-ABD-COMPACT-1.pdf Life
2018/03/29 Accelerated Death Benefit Disclosure Statement - CA ETL-ABDCA.pdf Life
2018/03/30 Accelerated Death Benefit Disclosure Statement - DE, ND, SD ETL-ABD-1.pdf Life
2019/01/29 Accelerated Death Benefit Election ETL-ADBE-CLAIM.pdf Life
2019/01/29 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
2019/01/29 Accelerated Death Benefit Election - MD - For policy effective dates prior to 9/7/16 ETL-ADBE-CLAIM-MD.pdf Life
2016/10/06 Accelerated Death Benefit Election - WealthPay ETL-ADBE-CLAIM-WP.pdf Life
2018/03/29 Accelerated Death Benefit Important Notice - CA ETL-ADBNOT-CA.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 - CA ETL-ADBRCA.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
2018/04/17 Account Transfer Form - Growth SuiteLife ICC17-ETL-GSL-2521.pdf Life
2017/11/01 Account Transfer Form - Index annuities issued before 1/19; excluding DynaMARC, Accumulator MarcSeven, Income MarcSeven ET-2521.pdf Annuity
2013/08/12 Account Transfer Form – MarketTen issued 2007 – 2009 ET-MT-2521.pdf Annuity
2018/04/17 Account Transfer Form - Secure SuiteLife ICC17-ETL-SSL-2521.pdf Life
2018/03/02 Account Transfer Form - WealthHorizon ETL-2521WHL.pdf Life
2016/09/07 Account Transfer Form - WealthMax Bonus ETL-2521IUL-DM.pdf Life
2017/07/21 Account Transfer Form - WealthMax Bonus - For policy effective dates prior to 9/7/2016 ETL-2521IUL.pdf Life
2016/09/07 Account Transfer Form - WealthPay ETL-2521WP-DM.pdf Life
2017/07/21 Account Transfer Form - WealthPay - For policy effective dates prior to 9/7/2016 ETL-2521WP.pdf Life
2020/04/09 Account Transfer/Allocation Change Form (Combined)- Index annuities issued after 1/19; all issue dates for DynaMARC, Accumulator MarcSeven, Income MarcSeven ET-ALLOC-ACCTTRANS.pdf Annuity
2012/03/01 Accredited Investor Certification Form - FL ET-4911FL.pdf Annuity
2019/08/06 Address/Name Change ET-ADD-NAMECHG.pdf Both
2020/04/10 Advantages of Index Annuity Downside Protection ET-PTPPHISTEX.pdf Annuity
2020/01/01 Agency Business Entity Certification Form ET-AGT-ENTITY-3503.pdf Annuity
2019/07/01 Agent Appointment Application ET-3200.pdf Annuity
2014/09/22 Agent Appointment Application Certification Form ET-3204.pdf Annuity
2019/01/14 Agent Beneficiary Designation for Trail Commissions ET-AGTBENE.pdf Annuity
2018/12/19 Agent Contract ET-3100.pdf Annuity
2020/06/04 Agent Gateway Troubleshooting Guide ET-TROUBLESHOOT.pdf Both
2020/06/03 Agent Gateway Website ET-GATEWAY.pdf Both
2018/12/19 Agent License Agreement ET-3100LO.pdf Annuity
2019/09/01 Agent Service Request Form ET-3103.pdf Both
2017/11/01 Allocation Change Form - Index annuities issued before 1/19; excluding DynaMARC, Accumulator MarcSeven, Income MarcSeven ET-2520.pdf Annuity
2012/12/03 Allocation Change Form – MarketTen issued 2007 – 2009 ET-MT-2520.pdf Annuity
2020/04/09 Allocation Change/Account Transfer Form (Combined)- Index annuities issued after 1/19; all issue dates for DynaMARC, Accumulator MarcSeven, Income MarcSeven ET-ALLOC-ACCTTRANS1.pdf Annuity
2018/12/19 Annuity Agent Contract Transmittal Form ET-3102.pdf Annuity
2020/05/20 Annuity Claimant Statement - Generic ET-2700.pdf Annuity
2020/05/01 Annuity Claimant Statement - NM ET-2700NM.pdf Annuity
2013/10/29 Annuity Claimant Statement - SPIA - Generic ET-2701.pdf Annuity
2013/10/29 Annuity Claimant Statement - SPIA - NM ET-2701NM.pdf Annuity
2020/02/02 Annuity Contract Surrender Form - CA ET-SURR-2501CA.pdf Annuity
2020/02/02 Annuity Contract Surrender Form - Generic ET-SURR-2501.pdf Annuity
2020/01/16 Annuity New Business Checklist ET-ANN-CKLIST.pdf Annuity
2020/02/02 Annuity Partial Withdrawal Form ET-PARTIAL-2501.pdf Annuity
2020/05/08 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
2019/08/02 Application Form ET-APPFL.pdf Annuity
2019/08/02 Application Form ICC19-ET-APP.pdf Annuity
2019/08/02 Application Form ICC19-ET-APP1.pdf Annuity
2006/03/01 Application Form - PA 436-121.pdf Annuity
2013/10/29 Assignment of Right to Receive SPIA Payments ET-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
2018/04/30 Automatic Deposit Authorization ET-2513.pdf Both
2020/03/31 Barclays Focus50 Index Client Brochure ET-BARCFOC50-1100.pdf Both
2014/06/25 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
2019/03/25 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
2011/08/10 Bonus Disclosure - PA ETL-1101PA.pdf Life
2020/02/07 Business Solicitation Requirements ET-3104.pdf Annuity
2007/12/01 Buyer's Guide to Annuities - KY ET-ABG-11015KY.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
2010/05/10 Buyer's Guide to Life Insurance - Generic LIG-LN-06.pdf Life
2011/07/01 Buyer's Guide to Life Insurance - KY ETL-LBG-1105KY.pdf Life
2010/12/06 Buyer's Guide to Life Insurance - NJ ETL-IBG-1105NJ.pdf Life
2020/06/30 Certainty Select Agent Guide ET-MYG-1102.pdf Annuity
2020/06/30 Certainty Select Client Brochure ET-MYG-1100.pdf Annuity
2020/07/01 Certainty Select Disclosure - Generic ET-MYG-1101.pdf Annuity
2019/04/01 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
2004/08/20 Charitable Remainder Trust Disclosure ETL-2507.pdf Life
2020/06/30 ChoiceFour Agent Guide ET-SPA-1102.pdf Annuity
2020/06/30 ChoiceFour Client Brochure ET-SPA-1100.pdf Annuity
2019/04/01 ChoiceFour Disclosure - DE ET-SPA-1101DE.pdf Annuity
2020/07/01 ChoiceFour Disclosure - Generic ET-SPA-1101.pdf Annuity
2019/04/01 ChoiceFour Disclosure - WI ET-SPA-1101WI.pdf Annuity
2020/04/23 ChoiceFour Renewal Rate Stats Flyer ET-CH4RNEWL.pdf Annuity
2004/11/01 ChoiceFour Specimen Contract ET-SPA-2000.pdf Annuity
2011/10/18 Civil Union Notice - Illinois ET-CUIL.pdf Both
2018/02/07 Client Premium Receipt - Generic ETL-RECPT.pdf Life
2018/02/07 Client Premium Receipt - TX ETL-RECPT-TX.pdf Life
2012/12/03 Client Release of Contract Info Authorization ET-2541.pdf Both
2020/07/01 Commission Options ET-TRLCOMP.pdf Annuity
2020/01/01 Commission Split Authorization Form ET-3111.pdf Annuity
2020/02/02 Comparative Information - Existing Insurance ET-RPL-4907FL.pdf Both
2020/02/02 Comparative Information - Proposed Insurance ET-RPL-4906FL.pdf Both
2020/02/02 Comparative Information Form - AR ETL-RPL-4906AR.pdf Life
2017/05/30 Compensation and Conflicts Disclosure Form ET-PTE8424-RNWL.pdf Annuity
2020/01/01 Competitive Income Benefit Riders Flyer ET-IBRALL.pdf Annuity
2017/04/05 Confidence Income Agent Guide ET-SPIA-1102.pdf Annuity
2017/04/21 Confidence Income Client Brochure ET-SPIA-1100.pdf Annuity
2017/10/10 Confidence Income Disclosure - Generic ET-SPIA-1101.pdf Annuity
2017/10/10 Confidence Income Disclosure - NJ ET-SPIA-1101NJ.pdf Annuity
2017/10/10 Confidence Income Disclosure - PA ET-SPIA-1101PA.pdf Annuity
2017/10/10 Confidence Income Disclosure - WA ET-SPIA-1101WA.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
2019/09/01 Contracting Checklist ET-3202.pdf Annuity
2019/10/17 Designation of Third Party for Certain Notifications ETL-3RDPARTYDES.pdf Life
2018/12/19 Direct Deposit of Commission Earnings ET-3101.pdf Both
2019/04/01 Disclosure & Comparison of Products - Certainty Select - CA ET-MYG-4901CA.pdf Annuity
2019/11/01 Disclosure & Comparison of Products - Certainty Select - Generic ET-MYG-4901.pdf Annuity
2019/04/01 Disclosure & Comparison of Products - Certainty Select - MN ET-MYG-4901MN.pdf Annuity
2019/04/01 Disclosure & Comparison of Products - ChoiceFour - CA ET-SPA-4901CA.pdf Annuity
2019/11/01 Disclosure & Comparison of Products - ChoiceFour - Generic ET-SPA-4901.pdf Annuity
2019/04/01 Disclosure & Comparison of Products - ChoiceFour - MN ET-SPA-4901MN.pdf Annuity
2019/06/30 Disclosure & Comparison of Products - FL ET-4901FL.pdf Annuity
2020/07/01 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
2019/07/11 Disclosure & Comparison of Products - MarketPower Bonus Index - Generic ET-MPP-4901.pdf Annuity
2019/07/11 Disclosure & Comparison of Products - MarketPower Bonus Index - MN ET-MPP-4901MN.pdf Annuity
2019/01/03 Disclosure & Comparison of Products - MarketSeven Index - CA ET-MK7-4901CA.pdf Annuity
2019/01/04 Disclosure & Comparison of Products - MarketSeven Index - Generic ET-MK7-4901.pdf Annuity
2019/01/04 Disclosure & Comparison of Products - MarketSeven Index - MN ET-MK7-4901MN.pdf Annuity
2019/01/04 Disclosure & Comparison of Products - MarketTen Bonus Index - CA ET-MTB-4901CA.pdf Annuity
2019/01/04 Disclosure & Comparison of Products - MarketTen Bonus Index - Generic ET-MTB-4901.pdf Annuity
2019/01/04 Disclosure & Comparison of Products - MarketTen Bonus Index - MN ET-MTB-4901MN.pdf Annuity
2020/07/01 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
2019/01/03 Disclosure & Comparison of Products - MarketValue Index - CA ET-EIA-4901CA.pdf Annuity
2019/01/04 Disclosure & Comparison of Products - MarketValue Index - Generic ET-EIA-4901.pdf Annuity
2019/01/04 Disclosure & Comparison of Products - MarketValue Index - MN ET-EIA-4901MN.pdf Annuity
2019/07/26 Disclosure & Comparison of Products - SPIA - CA ET-SPIA-4901CA.pdf Annuity
2019/08/26 Disclosure & Comparison of Products - SPIA - Generic ET-SPIA-4901.pdf Annuity
2019/07/26 Disclosure & Comparison of Products - SPIA - MN ET-SPIA-4901MN.pdf Annuity
2015/05/28 Distribution Prior to Issue Request ET-REF-4920.pdf Both
2019/08/06 Duplicate Contract or Policy Request ET-DUPLICATEREQ.pdf Both
2018/06/06 E-Applications Flyer ET-EAPP.pdf Both
2019/11/21 Enhanced Income Benefit Rider Service Request Form ET-ENHIBR.pdf Annuity
2016/07/22 Entity Certification and Indemnification Agreement ET-ENTITY-2503.pdf Annuity
2019/04/25 EquiTrust Advertising Services Guidelines ET-ADGDLNS.pdf Annuity
2019/09/18 EquiTrust Client Portal Flyer ET-MYEQUITRUST.pdf Annuity
2019/02/28 EquiTrust Contact Information ET-5000.pdf Annuity
2020/03/24 EquiTrust Corporate Brochure ET-BRO-1000.pdf Both
2020/03/24 EquiTrust Financial Overview ET-FINOV.pdf Annuity
2020/03/24 EquiTrust Letter of Financial Condition - Producer Use Only ET-LFC.pdf Both
2009/11/01 EquiTrust Pocket Folder ET-FDR-1001A.pdf Both
2012/01/01 EquiTrust Privacy Notice ET-PRI-4905.pdf Both
2019/07/30 Extreme Impairments List ETL-SPL-EXIMP.pdf Life
2019/12/18 Financial Needs Analysis - CA ET-2506CA.pdf Annuity
2019/06/30 Financial Needs Analysis - FL ET-2506FL.pdf Annuity
2019/12/18 Financial Needs Analysis - Generic ET-2506.pdf Annuity
2019/12/18 Financial Needs Analysis - MA ET-2506MA.pdf Annuity
2017/04/06 Fixed Annuity Sales Presentation ET-BRO-1001.pdf Annuity
2017/04/06 Fixed Annuity Sales Presentation - PowerPoint ET-BRO-1001PP.pdf Annuity
2010/09/01 Guaranty Notice - MN ET-GAN-2000MN.pdf Both
2020/06/29 Guidelines for IRA Beneficiaries Under the SECURE Act ET-IRABENEGUIDELINE.pdf Annuity
2020/03/18 Guidelines to Assure Smooth Processing of Your Life Cases ETL-UNDTIPS.pdf Life
2011/11/01 HIPAA Compliant Authorization ETL-HIPAA-2501.pdf Life
2010/02/15 Illustration Acknowledgment - Generic ETL-ILLCERT.pdf Life
2015/10/05 Illustration Acknowledgment - ME ETL-ILLCERT-ME.pdf Life
2015/10/05 Illustration Acknowledgment - NJ ETL-ILLCERT-NJ.pdf Life
2016/01/27 Illustration Acknowledgment - PA ETL-ILLCERT-PA.pdf Life
2010/02/01 Illustration Acknowledgment - WA ETL-ILLCERT-WA.pdf Life
2020/02/02 Income Benefit Rider Service Request Form ET-2703.pdf Annuity
2020/02/02 Index Annuity Commission Election ET-COMMELECT.pdf Both
2019/01/01 Index Annuity Sales Presentation ET-BRO-1002.pdf Annuity
2019/01/01 Index Annuity Sales Presentation - PowerPoint ET-BRO-1002PP.pdf Annuity
2020/04/21 Index Strategy Diversification Flyer - MarketPower Bonus ET-INDXDIVRSMP.pdf Annuity
2020/04/21 Index Strategy Diversification Flyer - MarketSeven ET-INDXDIVRSMS.pdf Annuity
2020/04/21 Index Strategy Diversification Flyer - MarketTen Bonus ET-INDXDIVRSMT.pdf Annuity
2020/04/21 Index Strategy Diversification Flyer - MarketValue ET-INDXDIVRSMV.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
2019/07/14 Index-Strategy Description: 1-Year Monthly Average Participation ETL-AP.pdf Life
2017/02/03 Index-Strategy Description: 1-Year Monthly Cap ET-MC.pdf Annuity
2017/02/14 Index-Strategy Description: 1-Year Monthly Cap ETL-MC.pdf Life
2017/02/03 Index-Strategy Description: 1-Year Point-to-Point Cap ET-PTP.pdf Annuity
2019/07/26 Index-Strategy Description: 1-Year Point-to-Point Cap ETL-PTP.pdf Life
2019/07/26 Index-Strategy Description: 1-Year Point-to-Point Participation ETL-PTPP.pdf Life
2020/03/03 Index-Strategy Description: 1-Year Point-to-Point Participation ET-PTPP.pdf Annuity
2017/02/14 Index-Strategy Description: 2-Year Monthly Average Cap ETL-2MC.pdf Life
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
2017/12/01 Inherited IRA Information Form ET-INHIRA.pdf Annuity
2018/12/19 Life Agent Contract Transmittal Form ETL-3102.pdf Life
2018/03/29 Life Application - CA ETL-APPCA.pdf Life
2018/07/16 Life Application - DE & SD ETL-APP.pdf Life
2018/03/29 Life Application - FL ETL-APPFL.pdf Life
2018/03/29 Life Application - Generic ICC17-ETL-APP.pdf Life
2018/03/29 Life Application - ND ETL-APPND.pdf Life
2015/10/09 Life Insurance Claimant Statement - Generic ETL-CLAIM-2700.pdf Life
2015/10/09 Life Insurance Claimant Statement - NM ETL-CLAIM-2700NM.pdf Life
2019/10/15 Life Policy Loan Request Form ETL-LOANREQ.pdf Life
2018/04/09 Life Policy Partial Withdrawal Form ETL-PARTIAL-2501.pdf Life
2018/04/09 Life Policy Surrender Form ETL-SURR-2501.pdf Life
2019/07/30 Life Quick Selling Guide ETL-SPL-SELLGUIDE.pdf Life
2020/03/25 Life Underwriting Guidelines ETL-SPL-UNDGDLNS.pdf Life
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
2020/06/30 MarketPower Bonus Agent Guide ET-MPP-1102.pdf Annuity
2020/06/30 MarketPower Bonus Client Brochure ET-MPP-1100.pdf Annuity
2020/04/01 MarketPower Disclosure - AR ET-MPP-1101AR.pdf Annuity
2020/07/01 MarketPower Disclosure - Generic ET-MPP-1101.pdf Annuity
2020/04/01 MarketPower Disclosure - ND ET-MPP-1101ND.pdf Annuity
2020/04/01 MarketPower Disclosure - NJ ET-MPP-1101NJ.pdf Annuity
2020/04/01 MarketPower Disclosure - WI ET-MPP-1101WI.pdf Annuity
2020/04/11 MarketPower Specimen Contract ET-MPP-2000.pdf Annuity
2020/04/01 MarketSeven Disclosure - Generic ET-MK7-1101.pdf Annuity
2020/04/01 MarketSeven Disclosure - ND ET-MK7-1101ND.pdf Annuity
2020/04/01 MarketSeven Disclosure - NJ ET-MK7-1101NJ.pdf Annuity
2020/03/31 MarketSeven Disclosure - WI ET-MK7-1101WI.pdf Annuity
2020/03/31 MarketSeven Index Agent Guide ET-MSI-1102.pdf Annuity
2020/03/31 MarketSeven Index Client Brochure ET-MSI-1100.pdf Annuity
2020/04/29 MarketSeven Specimen Contract ET-MK7.pdf Annuity
2020/03/31 MarketTen Bonus Agent Guide ET-MTB-1102.pdf Annuity
2020/03/31 MarketTen Bonus Client Brochure ET-MTB-1100.pdf Annuity
2020/04/01 MarketTen Bonus Disclosure - Generic ET-MTB-1101.pdf Annuity
2020/04/01 MarketTen Bonus Disclosure - ND ET-MTB-1101ND.pdf Annuity
2020/04/01 MarketTen Bonus Disclosure - NJ ET-MTB-1101NJ.pdf Annuity
2020/04/01 MarketTen Bonus Disclosure - WI ET-MTB-1101WI.pdf Annuity
2020/04/01 MarketTen Bonus Specimen Contract ET-MTB-2000.pdf Annuity
2020/06/30 MarketValue Agent Guide ET-EIA-1102.pdf Annuity
2020/06/30 MarketValue Client Brochure ET-EIA-1100.pdf Annuity
2020/04/01 MarketValue Disclosure - AR ET-EIA-1101AR.pdf Annuity
2020/07/01 MarketValue Disclosure - Generic ET-EIA-1101.pdf Annuity
2020/04/01 MarketValue Disclosure - ND ET-EIA-1101ND.pdf Annuity
2020/04/01 MarketValue Disclosure - NJ ET-EIA-1101NJ.pdf Annuity
2020/04/01 MarketValue Disclosure - WI ET-EIA-1101WI.pdf Annuity
2020/07/01 MarketValue Index 1-Year Point-to-Point Participation Flyer ET-MKTVALPART.pdf Annuity
2020/06/03 MarketValue Renewal Rates Flyer ET-EIA-RRT.pdf Annuity
2020/04/29 MarketValue Specimen Contract ET-EIA-2000.pdf Annuity
2020/07/01 Mathemagic - MarketSeven Participation Index Strategy Flyer ET-PTPP7FLR.pdf Annuity
2020/07/01 Mathemagic - Participation Index Strategy Flyer ET-PTPPFLR.pdf Annuity
2014/07/08 Non-Resident State Appointment Fees Chart ET-3201.pdf Annuity
2014/04/15 Notice of Annuity/Life Sales Visit - CA ET-2535CA.pdf Annuity
2010/09/15 Notice of Life Insurance Sales Visit - MN ETL-2535MN.pdf Life
2013/01/01 Notice of Sales to Military Personnel ET-MIL-1101.pdf Annuity
2014/04/15 Notice of Sales Visit - CA ETL-2535CA.pdf Life
2020/02/02 Notice Regarding Proposed Replacement - IL ET-RPL-4900ILB.pdf Both
2020/02/02 Notice Regarding Replacement - CA ET-RPL-4900CA.pdf Both
2020/02/02 Notice Regarding Replacement - DE ET-RPL-4900DE.pdf Both
2020/02/02 Notice Regarding Replacement - FL ET-RPL-4900FL.pdf Both
2020/02/02 Notice Regarding Replacement - GA ET-RPL-4900GA.pdf Both
2020/02/02 Notice Regarding Replacement - Generic ET-RPL-4900.pdf Both
2020/02/02 Notice Regarding Replacement - ID ET-RPL-4900ID.pdf Both
2020/02/02 Notice Regarding Replacement - IL ET-RPL-4900IL.pdf Both
2020/02/02 Notice Regarding Replacement - IN ET-RPL-4900IN.pdf Both
2020/02/02 Notice Regarding Replacement - KS ET-RPL-4900KS.pdf Both
2020/02/02 Notice Regarding Replacement - MA ET-RPL-4900MA.pdf Both
2020/02/28 Notice Regarding Replacement - MI ET-RPL-4900MI.pdf Life
2020/02/02 Notice Regarding Replacement - MN ET-RPL-4900MN.pdf Both
2020/02/02 Notice Regarding Replacement - NV ET-RPL-4900NV.pdf Annuity
2020/02/02 Notice Regarding Replacement - NV ETL-RPL-4900NV.pdf Life
2020/02/02 Notice Regarding Replacement - OK ET-RPL-4900OK.pdf Both
2020/02/20 Notice Regarding Replacement - PA ET-RPL-4900PA.pdf Both
2020/02/02 Notice Regarding Replacement - TN ET-RPL-4900TN.pdf Both
2020/02/02 Notice Regarding Replacement - WA ET-RPL-4900WA.pdf Both
2020/02/02 Notice Regarding Replacement - WY ET-RPL-4900WY.pdf Both
2004/03/05 Notice to AZ Residents Age 65 or Older ET-4903AZ.pdf Annuity
2010/01/01 Notice to CA Residents age 65 or older ETL-4903CA.pdf Life
2006/09/04 Notice to CA Residents Age 65 or Older ET-4903CA.pdf Annuity
2017/11/30 Nursing Home Waiver Election Form ET-NHWELECTION.pdf Annuity
2004/01/01 Nursing Home Waiver Specimen Contract 430-NHW.pdf Annuity
2020/03/02 Online Marketing Resources ET-5002.pdf Both
2019/08/06 Ownership Change - Annuity Contracts ET-OWNCHG.pdf Annuity
2019/08/06 Ownership Change - Life Policies ETL-OWNCHG.pdf Life
2017/07/17 Payment Option Election Form ET-POE-1101.pdf Annuity
2020/02/10 Power of Attorney Certification Form ET-POACERT-2500.pdf Both
2019/10/30 Pre-Qualification Health Checklist ETL-PREQUAL.pdf Life
2016/03/09 Purchase Across State Lines Disclosure ET-5100.pdf Both
2020/03/18 Remote Application Disclosure ET-5200.pdf Both
2019/02/22 Renewal Rate Integrity – MarketPower Bonus Index ET-MPP-RRT.pdf Annuity
2020/02/28 Replacement Information Statement - MI ET-RPL-4900MIB.pdf Life
2013/10/29 Required Minimum Distribution - Beneficiary/Stretch IRA ET-2512ST.pdf Annuity
2016/07/01 Required Minimum Distribution Form ET-2512.pdf Annuity
2010/08/01 Return of Premium Rider Specimen Contract ETL-ROP.pdf Life
2019/08/06 Roth IRA Conversion Form ET-ROTHCON.pdf Annuity
2020/03/31 S&P MARC 5% Excess Return Client Brochure SPMARC5BROCHURE.pdf Both
2020/07/01 S&P500 Historical Analysis ET-SP500-HISTORICAL.pdf Both
2017/03/20 Source of Funds ETL-SOF.pdf Life
2005/11/01 SPDA Disclosure Form - KS ET-1101KS.pdf Annuity
2005/11/01 SPDA Disclosure Form - OH ET-1101OH.pdf Annuity
2015/01/22 Split Annuity Client Flyer ET-SPL-1104.pdf Annuity
2017/09/21 Statement of Good Health ETL-HEALTH-2505.pdf Life
2020/05/01 Stretch IRA Election Form - Generic ET-2536.pdf Annuity
2020/05/01 Stretch IRA Election Form - NM ET-2536NM.pdf Annuity
2019/11/03 Suitability Confirmation Calls ET-STBLTYCLS.pdf Annuity
2011/07/20 Surrender Comparison Index Disclosure - PA ETL-SCD-PA.pdf Life
2018/04/30 Terminal Illness Benefit Election Form - Generic ET-TI-ELECTION.pdf Annuity
2017/02/28 Terminal Illness Benefit Election Form - MA ET-TI-ELECTION-MA.pdf Annuity
2017/02/28 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
2019/11/13 Trail Commission Options: Frequently Asked Questions ET-TRLCOMMFAQ.pdf Both
2004/05/28 Transfer Under UGMA or UTMA ET-2505.pdf Annuity
2018/03/01 Transfer/1035 Exchange Form ET-TRN1035-4902.pdf Both
2014/10/21 Transfer/1035 Exchange Form - Life ETL-1035-TRN.pdf Life
2016/07/22 Trust Information Form and Trustee Certification and Indemnification Agreement ET-TRUST-2502.pdf Both
2015/12/14 Uniform Lifetime Table for RMD's ET-SPIA-RMD.pdf Annuity
2018/10/01 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
2019/08/14 Ward's 50 ET-WARDS50.pdf Both
2020/05/27 Wealth Series Sales Presentation - PowerPoint ETL-BRO-1009PP.pdf Life
2019/07/30 Wealth Series Sales Presentation ETL-BRO-1009.pdf Life
2019/01/01 Wealth Series Temporary Insurance Agreement - KS ETL-122KS.pdf Life
2019/07/30 WealthHorizon Life Agent Guide - CA ETL-WHRZN-1102CA.pdf Life
2019/07/30 WealthHorizon Life Agent Guide - Generic ETL-WHRZN-1102.pdf Life
2019/07/30 WealthHorizon Life Case Study Flyer ETL-WHRZN-CASE.pdf Life
2019/08/08 WealthHorizon Life Case Study Flyer - Age 60 ETL-WHRZN-CASE60.pdf Life
2019/07/30 WealthHorizon Life Client Brochure - CA ETL-WHRZN-1100CA.pdf Life
2019/07/30 WealthHorizon Life Client Brochure - Generic ETL-WHRZN-1100.pdf Life
2019/07/01 WealthHorizon Life Disclosure ETL-WHL-1101.pdf Life
2019/07/30 WealthHorizon Life Face Amount Factors ETL-WHRZNFAF.pdf Life
2019/01/01 WealthHorizon Life Specimen Contract ETL-WHL.pdf Life
2019/07/30 WealthMax Bonus Life Agent Guide - CA ETL-WMAX-1102CA.pdf Life
2019/07/30 WealthMax Bonus Life Agent Guide - Generic ETL-WMAX-1102.pdf Life
2019/07/30 WealthMax Bonus Life Case Study Flyer ETL-WMAX-CASE.pdf Life
2019/07/08 WealthMax Bonus Life Case Study Flyer - Age 60 ETL-WMAX-CASE60.pdf Life
2019/07/30 WealthMax Bonus Life Client Brochure - CA ETL-WMAX-1100CA.pdf Life
2019/07/30 WealthMax Bonus Life Client Brochure - Generic ETL-WMAX-1100.pdf Life
2019/07/30 WealthMax Bonus Life Disclosure ETL-WML-1101.pdf Life
2019/07/30 WealthMax Bonus Life Face Amount Factors ETL-WMAXFAF.pdf Life
2019/01/02 WealthMax Bonus Life Specimen Contract ICC19-ETL-IUL-2000.pdf Life
2017/07/21 WealthPay Additional Premium Allocation Change Form ETL-2520WP.pdf Life
2016/09/07 WealthPay Additional Premium Allocation Change Form - For policy effective dates after 9/7/2016 ETL-2520-WP-DM.pdf Life
2016/10/27 WealthPay Life Surrender Form ETL-SURR-2501-WP.pdf Life
2020/04/16 When Does a Premium Bonus Make Sense? ET-BONUSVSNON.pdf Annuity
2020/02/02 Withdrawal Form - SYSTEMATIC ET-2500.pdf Annuity
2017/12/20 Withholding Certificate for Pension or Annuity Payments - CT CT-W4P.pdf Annuity