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 |
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 |
2024/12/02 | Claim Form – Annuity – Generic | ET-2700.pdf | Annuity |
2024/12/02 | Claim Form – Annuity – NM | ET-2700NM.pdf | Annuity |
2024/12/02 | Claim Form – Annuity - SPIA - Generic | ET-2701.pdf | Annuity |
2023/02/08 | Claim Form – Bridge Long-Term Care Benefits | ET-LTC-CLAIM.pdf | Annuity |
2023/01/24 | Claim Form – Life – Generic | ETL-CLAIM-2700.pdf | Life |
2023/01/24 | Claim form – Life – NM | ETL-CLAIM-2700NM.pdf | Life |
2023/01/24 | Claim form – SPIA – NM | ET-2701NM.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 |
2024/11/25 | E-App User Guide - WealthMax | ET-WMAX-BR-EAPP .pdf | Life |
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 |
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 |
2024/12/02 | Life Policy Surrender Form | ETL-SURR-2501.pdf | Life |
2024/12/02 | Life Policy Surrender Form - KY | ETL-SURR-2501KY.pdf | Life |
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 |
2024/12/01 | 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 |
2024/12/02 | 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 |