The documents below provide the key documents about the company, agent contracting, product training,
product summary, and application packets.
Before completing an application, please ensure any required state specific forms are added.
Company Information
| Company overview | Print/download | |
| State availability | Print/download | |
| Agent conduct guide | Print/download | |
| Agent field guide | Print/download | |
| Suitability guidelines | Print/download | |
| Agent contract changes | Print/download |
American Freedom Max Growth (MYGA)
| Product training | Print/Download | |
| Product summary | Print/Download | |
| Rate sheet | Print/Download | |
| Client brochure | Print/Download | |
| Application – All states (except those below) | Print/download | e-App in Agent Portal |
| Application – AR | Print/download | |
| Application – FL | Print/download | |
| Application – KS | Print/download | |
| Application – NJ | Print/download | |
| Application – NV | Print/download | |
| Application – OK | Print/download | |
| Application – SC | Print/download | |
| e-App | Go to e-app page | e-App in Agent Portal |
American Spirit (SPDA)
| Product training | Print/download | |
| Product summary | Print/download | |
| Rate sheet | Print/download | |
| Client brochure | Print/download | |
| Application – All states (except those below) | Print/download | e-App in Agent Portal |
| Application – AR | Print/download | |
| Application – FL | Print/download | |
| Application – KS | Print/download | |
| Application – NJ | Print/download | |
| Application – NV | Print/download | |
| Application – OK | Print/download | |
| Application – SC | Print/download | |
| e-App | Go to e-app page | e-App in Agent Portal |
Policy Service Forms
| Annuity withdrawal form | Print/download | |
| Annuity distribution change | Print/download | |
| Assignment of benefits | Print/download | |
| Banking verification/voided check form | Print/download | |
| Free look cancellation | Print/download | |
| Inherited annuity acknowledgement | Print/download | |
| RMD form | Print/download | |
| Suitability form | Print/download |
