|IMO's, Banks, Broker/Dealers|
Annuity Product Grids - New Business Forms
With our extensive forms library, your brokers can quickly and easily find forms for new business, licensing and policy holder support.
We have worked with many carriers to ensure the accuracy of our forms. The carriers provide us with electonic methods to automatically keep our forms in sync with their servers. Essentially when they update thier forms, ours automatically updated as well.
Our Forms Tool locates forms by Company, Product, State Approval, and Form Type. Forms that are required to write new business are preselected and highlighted to help ensure you don't over-look them.
Package all the files together into a single PDF file, save them on your desktop, print them or email them to your clients.