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Annuity Contracting, Quotes, Forms, Info & Commissions
At-a-glance access to software and documents that provide annuity product details, commissions, company phone #s and appointment paperwork. Also use USFMG AnnuityPipe to search annuity quotes and get required annuity paperwork for new business.

Annuity Appointment Grid (listed below) - includes contracting and ins. company phone numbers.

USFMG Annuity Forms Engine - get all required forms for new business annuity submissions (fixed & equity indexed annuities).

USFMG Annuity Search Engine for Quotes & Info - get quotes and marketing info for fixed (flexible & single premium) and equity indexed annuities.

Insurance Company Ins. Company Numbers Required Appointment Paperwork
For help completing appointments of if you don't find a company's appointment paperwork call 877-341-3342
Please fax all paperwork to 315-655-4784 for processing
AIG Annuities Company Info:
800-203-8918
(1) Broker Appointment &
(2) Agency Agreement
Allianz Life Sales Support:
800-950-5872
(A) National Broker Appointment &
(B) NY Broker Appointment
AvivaUSA Life Insurance Company Info:
(888) 285-4332
(1.) Aviva Agent Appointment - required
(2.) Aviva Agent Contract - personal files
Aviva New York Life Insurance Company Info:
(888) 284-8287

(1.NY) Aviva NY Agent Appointment - required
(2.NY) Aviva NY Conf. Data Form - required
(3.NY) IRS W9 tax form - required

F&G Annuities Sales Support:
(800) 445-6758
National Broker Appointment
Lincoln Annuities Sales Support:
888-895-4830 opt 2
National Broker Appointment
OMFN Annuities Sales Support:
800.362.0700 ext. 5020
(1) GA Broker Appointment Packet

 

TheUSBroker proudly represents the following products and all the relevant information needed for comparing and selling these top annuities:

Allianz Life, AIG Annuity Insurance Co., Americom Life & Annuity Co., Fidelity & Guaranty Life, Integrity Life, Jefferson Pilot Life, Lincoln Benefit Life, National Western Life, Physicians Life, Reliance Standard Life, ING USA Annuity and Life Insurance Company, Zurich Life, Allianz Life of NY, Fidelity and Guaranty Life of NY, National Integrity Life, JPLA of NY, Reliastar Life of NY, Zurich Life of NY

PDF forms require Adobe Acrobat Reader Software.

For forms not listed here, or for any other questions, please contact TheUSBroker at 877-341-3342 or help@theusbroker.com.

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Subscribe to TheUSBroker newsletter to be updated monthly on industry trends and new products.
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Contracting
TheUSBroker provides instant access and full-service capabilities for contracting and future policy utilization. To find out more information complete our online form and one of our agents will contact you.
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Term Wars - Agents Fight Back with Refund Term
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