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Forms


Form Date Form Name Number Line Of Business
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
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
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
2020/02/02 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
2019/08/01 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
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
2023/10/01 ChoiceFour Agent Guide ET-CH4-BR-1102.pdf Annuity
2023/12/31 ChoiceFour Client Brochure ET-CH4-BR-1100.pdf Annuity
2024/02/15 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
2024/01/24 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
2023/04/04 Competitive Income Benefit Riders Flyer ET-IBRALL.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
2023/04/18 Disclosure & Comparison of Products - MarketForce Bonus Index - CA ET-MFRC-4901CA.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
2023/04/04 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
2023/04/04 Disclosure & Comparison of Products - MarketPower Bonus Index - Generic ET-MPP-4901.pdf Annuity
2023/04/04 Disclosure & Comparison of Products - MarketPower Bonus Index - MN ET-MPP-4901MN.pdf Annuity
2020/11/09 Disclosure & Comparison of Products - MarketSeven Index - CA ET-MK7-4901CA.pdf Annuity
2020/11/09 Disclosure & Comparison of Products - MarketSeven Index - Generic ET-MK7-4901.pdf Annuity
2020/11/09 Disclosure & Comparison of Products - MarketSeven Index - MN ET-MK7-4901MN.pdf Annuity
2023/04/04 Disclosure & Comparison of Products - MarketTen Bonus Index - CA ET-MTB-4901CA.pdf Annuity
2023/04/04 Disclosure & Comparison of Products - MarketTen Bonus Index - Generic ET-MTB-4901.pdf Annuity
2023/04/04 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
2020/10/01 Entity Information Form - Agency ET-AGT-ENTITY-3503.pdf Annuity
2023/02/15 EquiTrust Advertising Requirements ET-ADREQ.pdf Annuity
2019/01/18 EquiTrust Agent App Overview ET-MOBILEAPPOVERVIEW.pdf Annuity
2021/09/29 EquiTrust Agent App Quick Start Guide ET-MOBILEAPPQUICKSTARTGUIDE.pdf Annuity
2023/08/01 EquiTrust Business Guidelines BUSINESS GUIDELINES.pdf Both
2019/09/18 EquiTrust Client Portal Flyer ET-MYEQUITRUST.pdf Annuity
2023/06/28 EquiTrust Contact Information ET-5000.pdf Annuity
2023/04/18 EquiTrust Corporate Brochure ET-BRO-1000.pdf Annuity
2023/04/18 EquiTrust Financial Overview ET-FINOV.pdf Annuity
2023/04/18 EquiTrust Letter of Financial Condition - Producer Use Only ET-LFC.pdf Annuity
2023/09/05 EquiTrust Pocket Folder ET-FDR-1001A.pdf Annuity
2012/01/01 EquiTrust Privacy Notice ET-PRI-4905.pdf Annuity
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
2022/11/29 Guidelines for IRA Beneficiaries Under the SECURE Act ET-IRABENEGUIDELINE.pdf Annuity
2023/08/01 HIPAA Business Associate Addendum ET-BUS-ASSOC-ADDENDUM.pdf Annuity
2020/04/22 IABulletin ET-IABULLETIN.pdf Both
2020/02/02 Income Benefit Rider Service Request Form ET-2703.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
2021/10/01 Index Annuity Commission Election ET-COMMELECT.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
2024/01/24 Index Strategy Diversification Flyer - MarketPower Bonus ET-MPB-FLR-DIVRS.pdf Annuity
2024/01/24 Index Strategy Diversification Flyer - MarketValue ET-MV-FLR-DIVRS.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
2022/09/30 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
2024/02/06 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
2023/02/28 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
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
2023/08/01 MarketFive Agent Guide ET-MK5-BR-1102.pdf Annuity
2024/01/23 MarketFive Competitive Advantages Flyer ET-MK5-FLR-CADV.pdf Annuity
2023/07/31 MarketFive Disclosure - Generic ET-MK5-1101.pdf Annuity
2024/01/01 MarketFive Disclosure - ND ET-MK5-1101ND.pdf Annuity
2023/08/01 MarketFive Disclosure - NJ ET-MK5-1101NJ.pdf Annuity
2023/08/01 MarketFive Disclosure - WI ET-MK5-1101WI.pdf Annuity
2023/08/01 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
2023/08/01 MarketFive Specimen Contract ET-FIA5-2000.pdf Annuity
2023/12/31 MarketForce Bonus Agent Guide ET-MFRC-BR-1102.pdf Annuity
2024/01/23 MarketForce Bonus Competitive Advantages Flyer ET-MFRC-FLR-CADV.pdf Annuity
2023/04/18 MarketForce Bonus Disclosure - CA ET-MFRC-1101CA.pdf Annuity
2021/09/02 MarketForce Bonus Disclosure - Generic ET-MFRC-1101.pdf Annuity
2024/01/01 MarketForce Bonus Disclosure - ND ET-MFRC-1101ND.pdf Annuity
2021/09/02 MarketForce Bonus Disclosure - NJ ET-MFRC-1101NJ.pdf Annuity
2021/09/02 MarketForce Bonus Disclosure - WI ET-MFRC-1101WI.pdf Annuity
2023/12/31 MarketForce Bonus Index Client Brochure ET-MFRC-BR-1100.pdf Annuity
2023/04/17 MarketForce Bonus Index Client Brochure - CA ET-MFRC-1100-CA.pdf Annuity
2021/12/02 MarketForce Bonus Index Specimen Contract ET-MFRC.pdf Annuity
2024/01/29 MarketForce Premium Bonus Special Client Flyer ET-MFRC-FLR-PBSPL.pdf Annuity
2024/01/01 MarketMax Agent Guide ET-MMAX-BR-1102.pdf Annuity
2023/12/31 MarketMax Client Brochure ET-MMAX-BR-1100.pdf Annuity
2023/04/18 MarketMax Client Brochure - CA ET-MMAX-1100-CA.pdf Annuity
2024/01/23 MarketMax Competitive Advantages Flyer ET-MMAX-FLR-CADV.pdf Annuity
2023/04/18 MarketMax Disclosure - CA ET-MMAX-1101CA.pdf Annuity
2021/09/02 MarketMax Disclosure - Generic ET-MMAX-1101.pdf Annuity
2024/01/01 MarketMax Disclosure - ND ET-MMAX-1101ND.pdf Annuity
2021/09/02 MarketMax Disclosure - NJ ET-MMAX-1101NJ.pdf Annuity
2021/09/02 MarketMax Disclosure - WI ET-MMAX-1101WI.pdf Annuity
2021/09/02 MarketMax Specimen Contract ET-MMAX.pdf Annuity
2023/04/04 MarketPower Bonus Agent Guide ET-MPB-BR-1102.pdf Annuity
2023/04/04 MarketPower Bonus Client Brochure ET-MPB-BR-1100.pdf Annuity
2023/08/31 MarketPower Bonus Client Brochure - OR ET-MPB-BR-1100-OR.pdf Annuity
2024/01/23 MarketPower Bonus Competitive Advantages Flyer ET-MPB-FLR-CADV.pdf Annuity
2024/01/01 MarketPower Disclosure - AR ET-MPP-1101AR.pdf Annuity
2023/04/04 MarketPower Disclosure - Generic ET-MPP-1101.pdf Annuity
2024/01/01 MarketPower Disclosure - ND ET-MPP-1101ND.pdf Annuity
2023/04/04 MarketPower Disclosure - NJ ET-MPP-1101NJ.pdf Annuity
2023/04/04 MarketPower Disclosure - WI ET-MPP-1101WI.pdf Annuity
2024/01/29 MarketPower Premium Bonus Special Client Flyer ET-MPB-FLR-PBSPL.pdf Annuity
2021/05/17 MarketPower Specimen Contract ET-MPP-2000.pdf Annuity
2023/04/04 MarketSeven Agent Guide ET-MK7-BR-1102.pdf Annuity
2023/04/04 MarketSeven Client Brochure ET-MK7-BR-1100.pdf Annuity
2023/08/31 MarketSeven Client Brochure - OR ET-MK7-BR-1100-OR.pdf Annuity
2024/01/23 MarketSeven Competitive Advantages Flyer ET-MK7-FLR-CADV.pdf Annuity
2023/04/04 MarketSeven Disclosure - Generic ET-MK7-1101.pdf Annuity
2023/04/04 MarketSeven Disclosure - ND ET-MK7-1101ND.pdf Annuity
2023/04/04 MarketSeven Disclosure - NJ ET-MK7-1101NJ.pdf Annuity
2023/04/04 MarketSeven Disclosure - WI ET-MK7-1101WI.pdf Annuity
2021/03/28 MarketSeven Specimen Contract ET-MK7.pdf Annuity
2023/04/04 MarketTen Bonus Agent Guide ET-MTB-BR-1102.pdf Annuity
2023/04/04 MarketTen Bonus Client Brochure ET-MTB-BR-1100.pdf Annuity
2023/08/31 MarketTen Bonus Client Brochure - OR ET-MTB-BR-1100-OR.pdf Annuity
2024/01/23 MarketTen Bonus Competitive Advantages Flyer ET-MTB-FLR-CADV.pdf Annuity
2023/04/04 MarketTen Bonus Disclosure - Generic ET-MTB-1101.pdf Annuity
2024/01/01 MarketTen Bonus Disclosure - ND ET-MTB-1101ND.pdf Annuity
2023/04/04 MarketTen Bonus Disclosure - NJ ET-MTB-1101NJ.pdf Annuity
2023/04/04 MarketTen Bonus Disclosure - WI ET-MTB-1101WI.pdf Annuity
2021/05/17 MarketTen Bonus Specimen Contract ET-MTB-2000.pdf Annuity
2024/01/29 MarketTen Premium Bonus Special Client Flyer ET-MTB-FLR-PBSPL.pdf Annuity
2023/04/04 MarketValue Agent Guide ET-MV-BR-1102.pdf Annuity
2023/04/04 MarketValue Client Brochure ET-MV-BR-1100.pdf Annuity
2023/08/31 MarketValue Client Brochure - OR ET-MV-BR-1100-OR.pdf Annuity
2024/01/23 MarketValue Competitive Advantages Flyer ET-MV-FLR-CADV.pdf Annuity
2024/01/01 MarketValue Disclosure - AR ET-EIA-1101AR.pdf Annuity
2023/04/04 MarketValue Disclosure - Generic ET-EIA-1101.pdf Annuity
2024/01/01 MarketValue Disclosure - ND ET-EIA-1101ND.pdf Annuity
2023/04/04 MarketValue Disclosure - NJ ET-EIA-1101NJ.pdf Annuity
2023/04/04 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
2021/03/28 MarketValue Specimen Contract ET-EIA-2000.pdf Annuity
2023/05/16 Massachusetts Producer Acknowledgement Letter ET-PRODCERTMA.pdf Annuity
2024/02/12 Mathemagic - MarketValue Participation Index Strategy Flyer ET-PTPPFLR.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
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
2022/09/27 Partial Tax Conversion ET-PTAX.pdf Annuity
2023/11/01 Partial Tax Conversion FAQs ET-PTAXFAQ.pdf Annuity
2017/07/17 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
2024/02/29 Premium Bonus Special - First year return flyer ET-MULTI-FLR-PB.pdf Annuity
2023/09/18 Premium Bonus Special Flyer ET-MULTI-FLR-PDSPL.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
2023/10/01 Raw vs. Credited Returns Flyer ET-RAWVSCREDITED.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
2022/09/30 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
2022/09/07 S&P MARC 5% Excess Return Client Brochure SPMARC5BROCHURE.pdf Annuity
2024/03/01 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
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
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
2023/07/31 Ward's 50 ET-WARDS50.pdf Annuity
2016/10/27 WealthPay Life Surrender Form ETL-SURR-2501-WP.pdf Life
2024/01/24 When Does a Premium Bonus Make Sense? ET-GEN-FLR-BNS.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
2024/01/04 Wizard User Guide ET-GEN-BR-WUG.pdf Annuity

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