Quotes & Forms
DOL Compliance for Qualified Annuities
- Sample PT 84-24 form for Qualified Annuities
- DOL Rule Tipsheet
- AmeriLyzer Registration Flyer
- AmeriLyzer Producer Agreement
- On-boarding videos for AmeriLyzer
Forms can be found at the following links, includes all forms from most of our Life and Annuity carriers:
Forms for most life and annuity carriers.
Medicare Advantage, Medicare Supplement Insurance, and Cancer plans, please go to our Medicare page.
Need a Nonresident License? Click Here