Resources

Downloads

Brochures

Brochures

Our helpful library of product brochures is designed to support clear, structured conversations with clients. We recommend using these PDFs to facilitate walkthroughs of product offerings and crediting strategies. The materials are especially helpful for client meetings where visual references and consistent product positioning are important.

CapLock FIA Spec Sheet Harbourview FIA Brochure Harbourview FIA Product Spec Sheet Harbourview MYGA Brochure Harbourview MYGA Product Spec Sheet LevelCap FIA Spec Sheet Nasdaq 100 Strategy Slip Sheet Russell 2000 Strategy Slip Sheet S&P 500 Cap Rate Strategy Options Slip Sheet S&P 500 Par Rate Strategy Options Slip Sheet S&P 500 Strategy Slip Sheet Sky Harbourview MYGA Brochure Sky Harbourview MYGA Product Spec Sheet

Service Forms

Service Forms

This section includes service-related PDFs that assist agents in managing post-issue client needs. These forms can be referenced during discussions about policy updates, withdrawals, beneficiary changes, or required minimum distributions. Having these documents available helps agents set expectations around servicing processes and timelines while maintaining consistency in client communications.

Acord Transfer Form Additional Beneficiary Form Additional Trustee Form Automatic Withdrawals Request Form Change of Address Form Change of Beneficiaries Form Contract Information Change Form Death Claim Form Direct Deposit Form Inherited Contract Form Name Change Form Non-Resident Sales Form Non-US Citizen Form Partial/Full Withdrawal Form Qualified Charitable Distribution (QCD) Request Request for Copy of Contract Request for Copy of Past Contract Statement RMD Form Roth IRA Conversion Form State Tax Withholding Rules Transfer of Values Form Trust Verification form Trusted Contact Form W-4P W-4R