Approved Annuity and Insurance Carriers

Approved Annuity and Insurance Carriers

Corporation Approved Annuity and Insurance Carriers Top Companies. Underwriting. Products. Compensation Universal Life Whole Life Survivor Annual Renewable Term (ART) Level Term 5-10-15-20-25-30 ROP Term

Life Insurance Product Recommendation Guide

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Life Approved Carrier List (11.17.11) Carrier Company Rating Product

Allianz Life Insurance Company AM Best A Indexed S&P AA Indexed Moody's A2 Comdex 87 American General AM Best A 10 year term S&P A+ 15 Moody's A2 Comdex 82 Indexed Survivorship Indexed American National

TERMout 1. JUMPin Additional Insurance Program. Exceptional Underwriting Programs From National Life Group Available Through 12/31/2013

Exceptional Underwriting Programs From National Life Group Available Through 12/31/2013 TERMout 1 Term Insurance Conversion Program Convert term from companies on our approved list with reduced underwriting

TOP 15 & TOP 25 Program Details

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Licensed Companies filing on Life/Health Blank Ordinary Annuity Business in Mississippi for Year Ended 12/31/2003

Licensed Companies filing on Life/Health Blank Ordinary Annuity Business in Mississippi for Year Ended 12/31/2003 Premiums Market Annuity Lincoln National Life Insurance Company, The 93,252,084 12.11%

Wisconsin Market Shares 2002

1 CUNA MUTUAL LIFE INS CO 7.7 389,117,728 2 ALLIANZ LIFE INS CO OF NORTH AMERICA 5.3 268,593,809 3 LINCOLN NATIONAL LIFE INS CO THE 5.0 252,049,598 4 TRANSAMERICA LIFE INSURANCE CO 4.6 229,208,086 5 THRIVENT

2013 Insurer Supplier Diversity (ISD) Data Call LIST: 206 Insurance Companies Listed under Group, Arranged by Group Premium (Largest to Smallest)

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Watch Date List List LT FSR

Issuer LT FSR ST FSR Outlook Watch Date List List AIG Annuity Insurance Company Aa1 STA AIG Life Insurance Company Aaa STA AIG SunAmerica Life Assurance Co Aaa P-1 STA AXA Equitable Life Insurance Aetna

Must have been fully underwritten, with blood work, to qualify. If it was issued without blood work/analysis, it is not eligible.

UL TOP Program Details The Transamerica Opportunity Program (TOP) from Transamerica Life Insurance Company offers qualifying clients an easier way to increase or extend their existing term life coverage

EEA Life Settlements Fund PCC Limited

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AUTHORIZATION TO OBTAIN AND DISCLOSE INFORMATION INFORMAL INQUIRY NAME DOB SEX TOBACCO USE

INFORMAL INQUIRY NAME DOB SEX TOBACCO USE ADDRESS CITY, STATE, ZIP HEIGHT WEIGHT SS# PLACE OF BIRTH DL# INSURANCE AMT $ PLAN OF INSURANCE (UL/SUL/TERM) INSURANCE IN-FORCE $/ INSURANCE CARRIERS REPLACEMENT/1035?

Preferred or Similar Standard or Similar

TOP & TOP PLUS program details Two Programs with Accelerated Underwriting Transamerica Life Insurance Company offers two accelerated underwriting programs that enable qualifying applicants to receive up

Standard or Better TOP. Available Maximum Face Amount per Lifetime

S E R I E S Top & Top Plus program details Two Programs with Accelerated Underwriting Transamerica Life Insurance Company offers two accelerated underwriting programs that enable qualifying applicants

ORDINARY LIFE BUSINESS... 1 CREDIT LIFE BUSINESS... 2 GROUP LIFE BUSINESS... 3 INDUSTRIAL LIFE BUSINESS... 4 TOTAL LIFE BUSINESS...

YEAR 2011 ORDINARY LIFE BUSINESS... 1 CREDIT LIFE BUSINESS... 2 GROUP LIFE BUSINESS... 3 INDUSTRIAL LIFE BUSINESS... 4 TOTAL LIFE BUSINESS... 5 ORDINARY ANNUITIES BUSINESS... 6 GROUP ANNUITIES BUSINESS...

Standard or Better TOP. Available Maximum Face Amount per Lifetime

Top & Top Plus program details Two Programs with Accelerated Underwriting Transamerica Life Insurance Company offers two accelerated underwriting programs that enable qualifying applicants to receive up

Prospect for New Sales, Without

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Licensed Companies filing on Life/Health Blank Ordinary Life Business in Mississippi for Year Ended 12/31/2008

Licensed Companies filing on Life/Health Blank Ordinary Life Business in Mississippi for Year Ended 12/31/2008 Premiums Market Death State Farm Life Insurance Company 48,151,576 5.98% 21,763,634 Southern

OTHER ACCIDENT ONLY BUSINESS... 22 ALL OTHER A&H BUSINESS... 23 TOTAL OTHER INDIVIDUAL CERT... 24

ORDINARY LIFE BUSINESS... 1 CREDIT LIFE BUSINESS... 2 GROUP LIFE BUSINESS...... 3 INDUSTRIAL LIFE BUSINESS... 4 TOTAL LIFE BUSINESS... 5 ORDINARY ANNUITIES BUSINESS...... 6 GROUP ANNUITIES BUSINESS...

Zoom through Underwriting with TOP 15 and TOP 25

Zoom through Underwriting with TOP 15 and TOP 25 Now you can help your clients steer clear of a lengthy underwriting process and accelerate placement of a new term policy with the Transamerica Opportunity

Licensed Life Writers in Virginia in 2014

d Life Writers in Virginia in 2014 Rank 1 0869 66168 MINNESOTA LIFE INSURANCE COMPANY $263,873,272 6.81% 6.81% 2 0860 67091 NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY THE $234,141,171 6.04% 12.85% 3 0241

ORDINARY LIFE BUSINESS... 1 CREDIT LIFE BUSINESS... 2 GROUP LIFE BUSINESS... 3 INDUSTRIAL LIFE BUSINESS... 4 TOTAL LIFE BUSINESS...

YEAR 2014 ORDINARY LIFE BUSINESS... 1 CREDIT LIFE BUSINESS... 2 GROUP LIFE BUSINESS... 3 INDUSTRIAL LIFE BUSINESS... 4 TOTAL LIFE BUSINESS... 5 ORDINARY ANNUITIES BUSINESS... 6 GROUP ANNUITIES BUSINESS...

Hospital Indemnity Equitable/Heartland National GTL Medico Washington National. Cancer GTL Medico UTA Washington National

Medicare Supplement Aetna Health and Life Ins. American Continental/ Central States Indemnity Continental Life Anthem (BC/BS) Cigna American Retirement Life Insurance Company Equitable Forethought GPM

2008 Georgia Individual Guaranteed Renewable A&H writers - Life Insurers, P&C Insurers, Health Insurers, HMOs

(This report is presented in descending order, by ) 54801 Blue Cross Blue Shield of Ga Inc 570,668,185 60380 AFLAC 182,697,185 96237 Kaiser Found Hlth Plan of GA Inc 87,745,778 70025 Genworth Life Ins

Informal Inquiry Not an Application for Life Insurance

Print Form Informal Inquiry Not an Application for Life Insurance Date: Producer: Face Amount: Product Type: PERSONAL INFORMATION Applicant: Male Female DOB: SS#: Driver s License #: Place of Birth: Street

Your Framework for Financial Planning that includes Life Insurance and Fixed Annuities...

Your Framework for Financial Planning that includes Life Insurance and Fixed Annuities... Clients look to their Advisor to provide a financial blueprint that will create a lifetime of financial security.

State of Oregon Office of Insurance Commissioner 2014 Oregon Market Share Line of Business: Life - Life Insurance

2014 Oregon Page 1 of 9 4 Ever Life Ins Co 80985 IL $0 $0 $23 $0 $23 0.00% 5 Star Life Ins Co 77879 LA $90 $0 $1,374 $0 $1,464 0.13% AAA Life Ins Co 71854 MI $1,847 $0 $2,076 $0 $3,923 0.34% Ability Ins

SALES AND SALES SUPPORT

Welcome to Crump Life Insurance Services! Offering you a world of insurance solutions and world-class service Advisor Group welcomes you to a new life insurance brokerage relationship with Crump Life Insurance

Michigan Life & Health Insurance Guaranty Association

Michigan Life & Health Insurance Guaranty Association 1640 Haslett Road, Suite 160 Haslett, MI 48840-8683 telephone 517-339-1755 fax 517-339-5500 email [email protected] To: Member Company Michigan

Health Companies. Life Companies

Group A&H Written in Georgia 2009 by Various Insurer Types ( listed in descending order by premium written within company type) Health Companies Group Code Georgia 2009 Direct Premiums Written, Group Health

Life Insurers, P&C Insurers, Health Insurers, HMOs

(This report is presented in descending order, by ) 79413 UNITEDHEALTHCARE INS CO 635,749,619 60054 AETNA LIFE INS CO 186,141,765 61271 PRINCIPAL LIFE INS CO 176,081,816 65978 METROPOLITAN LIFE INS CO

Florida Office of Insurance Regulation. 2013 Report on Life Insurance Limitations Based on Foreign Travel Experiences

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EXTERNAL EXCHANGE / CONVERSION PROGRAMS

Carrier Program Type of Program Exchange Products EXTERNAL EXCHANGE / CONVERSION PROGRAMS Issue Ages (on New Product) Minimum Face Maximum Face Original Policy Issue (Prior to Exchange) 01-2013 Original

Missouri Department of Insurance, Financial Institutions & Professional Registration 2008 Complaint Report Life Insurance & Annuities

Report Life Insurance & Annuities Indices 100 Report Life and Annuity Indices Code Name s Annual 77879 5 Star Life Insurance Company 0 $1,761,642 0.0% 0 71854 AAA Life Insurance Company 0 $2,279,598 0.0%

For Agent/Broker use only not intended for use in solicitation of sales to the public. Products and programs offered through BISYS are not approved

A Profitable Partnership with BISYS December, 2001 The partnership of BISYS and The Planners Network (TPN) provides shareholders and representatives with: The broadest and most competitive array of insurance

2013 Insurer Supplier Diversity (ISD) Data Call TABLE: Companies by Procurement Information (Form A1 and A2)

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Currently, the implementation date is scheduled for November 30, 2004. 1

The following list shows vendors who have indicated an interest to register with the 403bCompare Web site as of 09/02/2004. 403bCompare Vendor Vendor Name Number 1161 A.G. Edwards & Sons, Inc 1028 Acacia

financial strength benchmarking of life insurance competitors

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AXA Financial

AXA in practice strategy implementation Extensive Choices Clients have access to the products and services of hundreds of companies through their AXA Advisors financial professional. Investment Companies

USI Master Policy Information

Policy I.D. Gender A.B. (#327) M 86 United of Omaha $ 1,000,000.00 A.B. (#430) - (#436) M 86 Metlife $ 2,000,000.00 A.G. #1 (#371), (#610), (#624) M Conseco Life $ 3,125,000.00 10/Apr/10 A.G. #2 (#380),

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TERM LIFE INSURANCE. Carrier Name of Product Issue Ages Minimum Face Amount Riders

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Producer Guide. External Term Conversion Program LIFE INSURANCE UPDATED DECEMBER 2012

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Oregon Insurance Complaints

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Commission Grid. Whole Life UL / IUL

Whole Life UL / IUL Commission Grid American General: Elite UL 1st year 65.00% renewal 1.75% excess 1.75% Secure Lifetime GUL 1st year 65.00% renewal 1.75% excess 0.00% Elite Transition UL 1st year 40.00%

Insurance Companies Licensed in California that Did Not Agree to Voluntary Moratorium on Future Investments in 50 identified Iran-related companies

ACACIA LIFE INSURANCE COMPANY 60038 DC AFFILIATED FM INSURANCE COMPANY 10014 RI ALLIANZ LIFE AND ANNUITY COMPANY 69604 MN ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA 90611 MN AMERICAN ALTERNATIVE INSURANCE

Smoker/Non-Smoker Guidelines

Page 1 of 7 American General Plus Non-Tobacco Non-Tobacco Standard Plus No tobacco for 5 years No tobacco for 4 years No tobacco for 3 years No tobacco for 2 years An occasional cigar smoker may qualify

Guarantee Conversion Conversion Accelerated

10 Year Term Warehouse American General Select-a-Term 10 American National Signature Term 10 Aviva Life & Annuity Term 10 AXA Equitable Term 10 Banner OPTerm 10 Genworth Colony Term 10 ING ReliaStar TermSmart

Completion of a fact finder will accelerate the underwriting process

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Largest Life Insurers, by Total Assets, 2014 (thousands)

11INDUSTRY RANKINGS The U.S. life insurance industry in 2014 is made up of 830 companies with sales and operations across the country. Many of these companies are stand-alone entities, with no life insurer

Term - Level Term Period

Protective Custom Choice UL 8-14 $451.17 The policy may be replaced (subject to contract terms) without evidence of insurability with any company designated permanent plan of life insurance. The replacement

Life Insurance Review

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TOTAL PAYMENTS (REFUNDS) IN 2004

NAIC # COMPANY NAME TOTAL PAYMENTS (REFUNDS) IN 2004 AMOUNT OF TAX CREDIT TAKEN IN 2004; PAID IN 2004 AMOUNT OF TAX CREDIT TAKEN IN 2004; PAID IN 2003 10367 AVEMCO INSURANCE CO (322,417.43) 10642 CHEROKEE

Texas Department of Insurance Use of Credit Information Private Passenger Auto

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All Companies - All Products

Selected Features: Accordia Life - Accordia Term Convertible to any permanent plan of insurance offered by the company without evidence of insurability, in the level term period or to age 75, if earlier.

Lincoln Special Exchange Program

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Accordia Accordia American General American General American General AXA Term Annual Renewable Term Select A Term ROP Term AG Ultra One Bright Life Term Earlier of level period or age 75 Earlier of ten

Smoker/Non-Smoker Guidelines

Page 1 of 8 American General Preferred Plus Non-Tobacco: No tobacco for 5 years Preferred Non-Tobacco: No tobacco for 3 years Standard Plus: No tobacco for 1 year Standard Non-Tobacco: No tobacco for 1

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Aetna Life Insurance Company 151 Farmington Avenue Hartford, CT 06156 Phone: 800-537-8521 www.aetna.com NAIC # 60054

APPROVED LONG TERM CARE CARRIERS IN PENNSYLVANIA (Long Term Care Partnership approved carriers will show: ** Partnership Approved Policy Available) (Status as of 08/01/2013) Aetna Life Insurance Company

Annuity Market Update

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UNIVERSAL LIFE INSURANCE

UNIVERSAL LIFE INSURANCE Carrier Name of Product Issue Ages Minimum Face Amount Riders AG Secure Lifetime (GUL) 18-80 $100,000 Children's Insurance Benefit Spouse/Other Insured Rider Terminal Illness Rider

Informal Inquiry. Name Soc. Sec. # BISYS Agent ID Phone No. Address City State Zip Fax No. Email Address

page 1 of 5 Preliminary Inquiry Not an application for life insurance. This Informal Inquiry form is used exclusively to gather specific information on a proposed insured s medical history and other factors

403B ASP Access Planning AIG Sun America AIG Valic AIG Valic - 457 AIG VALIC - Roth 403b AIG/American General AM & M UNION America General Corp

403B ASP Access Planning AIG Sun America AIG Valic AIG Valic - 457 AIG VALIC - Roth 403b AIG/American General AM & M UNION America General Corp American Century Services LLC American Fidelity Assurance

NAME OF PRODUCT ISSUE AGE MIN. FACE RIDERS

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Market Overview. September 23, 2004

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RETIREMENT PLAN BROKERAGE SERVICES ERISA 408(B)(2) DISCLOSURE INFORMATION APPLICABLE FOR ERISA RETIREMENT PLANS

This information is being provided to you as the sponsor or other responsible fiduciary of a retirement plan ( Plan ) subject to the Employee Retirement Income Security Act of 1974 ( ERISA ) that maintains

About me Broker Sell off blocks, shells, companies.. 2 Decision Buy/Sell Why? Identify Broker 3 Partner Type of Buyer Financial Ability Philosophical Position Ability to Assimilate Distribution Methods

Long-Term Care Policies

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2014 LIFE AND ANNUITY COMPLAINT INDEX

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C O N S U M E R G U I D E T O AUTO HEALTH Oregon Insurance Complaints HOMEOWNER Complaints from calendar year 2004 LIFE ANNUITIES OREGON INSURANCE DIVISION About the Oregon Insurance Division The mission

Part II Summary of Company Data

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