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
  • Activating Your Account
  • Adding a client & setting their risk rating
  • Entering Client Information
  • Creating a proposed portfolio

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.

Underwriting Requirements can be found at the below links:
Underwriter Search
Carrier Underwriting Pages

To get quotes, click below:
Annuity Quote/Spreadsheet
Term Quote
Permanent Quote (This website feature has been retired. Please contact us if you have any questions.)

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