Equitrust Annuity Application

OAKTREE Life & Annuity Brokerage
PAID Annuity Application! Here’s how Sell any fi xed annuity product from Genworth Financial via OAKTREE Life & Annuity Brokerage between 10/01/08 - 12/31/08 11-12 EQUITRUST LIFE INSURANCE COMPANY A.M. Best Rating = A- (excellent) (866) 598-3694 ... Get Document

STATE OF WASHINGTON MIKE KREIDLER Phone (360) 725-7000 STATE ...
Consumer's Allianz annuity with an EquiTrust annuity, and in so doing, the 77 year-old consumer suffered a cash loss, his guaranteed interest rate was not later than at the time of taking the application, a completed _ notice regarding replacement in the form as described in WAC 284-23 ... Access Document

Annuities: Partial 1035 Distributions/Transfers
EQUITRUST: No The client can partial 1035 out a portion of their annuity value after the end of the surrender charge Foresters, need all appropriate application forms including Section 1035: ... Retrieve Here

Filing At A Glance
EquiTrust Life Insurance Company CoCode: 62510 State of Domicile: Iowa Supporting Document Application No Supporting Document Life & Annuity - Acturial Memo No Supporting Document Statement of Variability Yes. ... Access This Document

EQ 12% Bonus Annuity
APPOINTMENT APPLICATION AUTHORIZATION FOR DISCLOSURE OF PERSONAL INFORMATION AND CONSENT TO INVESTIGATIVE REPORT I have applied for appointment with EquiTrust Life Insurance Company (the “Company”). ... Retrieve Content

Newest Baby Boom Good For Life Insurance
Equitrust Annuity Manager- Page 3 • Income For Life Waiting Period Reduced to 2 Years! Products & Companies • GUEST May 11 application deadline or the June 25 funds deadline, we will require a new, corrected Product ... Retrieve Doc

EquiTrust Life Insurance Call PFG Today At: (800) 944-1831 ...
After the start of Income Withdrawals. Rider Issue Requirements INCOME FOR LIFE may be elected during the annuity application process only and cannot be added after the annuity contract has been issued. ... Access Document

AGENT GUIDE M VALUE INDEX
Product Description A Flexible Premium Fixed Indexed Deferred Annuity with a ten-year surrender (EquiTrust.com, click “Fixed Annuities,” then “Products”) Rate Hold If the initial premium is not received with the application but is received within ... Retrieve Content

AGENT GUIDE BUILDER BONUS INDEX
Product Description A Flexible Premium Fixed and Indexed Deferred Annuity with an 6% Premium (EquiTrust.com, click the application and the rate for new issues on the date the premium is received.. ... Retrieve Content

EquiTrust • EquiTrust allows for joint owners and joint annuitants. first owner listed on the application. • Both owners have to pass before annuity value is passed to the beneficiary(ies). Reliance Standard ... Retrieve Document

State Residence Guidelines - OAKTREE Brokerage
Regarding sales of annuity products to must occur in the application state, including but not limited to the sales discussions, application signing and contract delivery. When a product is not available for sale in Equitrust – No non-resident sales for MA and NY residents in other states ... Return Doc

Los Cabos - Western Marketing
From EquiTrust & Annuity Guide 3 NEW A+ Rated MYGA from Reliance Standard Life 4 2X TRIP CREDITS Phoenix Personal Income Annuity 5 telephone application that records everything so your client does not have any forms to fill out? Call your ... Access Content

American Equity Investment Life - Exam Report
And timely disclosure prior to completing an application to replace their existing annuity contracts. agreement with EquiTrust, an affiliate, whereby EquiTrust would perform certain investment accounting services on a regular and systematic basis. ... Retrieve Content

INTEREST RATE S
Confidence Income Annuity EquiTrust by the day prior to the rate effective date to hold previous 1035 Exchanges and Qualified Plan Transfers will be held for 60 days from the date the application and supporting documents are received at EquiTrust. ... Get Document

AAnnuity Product Reference GuideAnnuity Product Reference ...
Regarding sales of annuity products to customers outside their resident state Equitrust – No non-resident sales for MA and NY residents in other receipt of the application and the credited rate/cap for new issues on the ... Document Viewer

EquiTrust - Income For Life Rider Changes And Rate Change On ...
EquiTrust - Income For Life Rider Changes And Rate Change on Certainty Select The Benefit Base does not impact the annuity's Accumulation Value. October 31, 2012 AND ORIGINAL application paperwork must be received by Thursday, November 1. FOR AGENT USE ONLY. NOT FOR USE WITH THE PUBLIC. ... View Doc