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Variable Annuity Selling Agreements,
Variable Annuity Selling Agreements
The following Broker/Dealers have signed agreements to approve sales of the Index Frontier variable-indexed annuity
series as of 5/31/18:
Brokers International Financial Services
Cambridge Investment Research
Cetera Advisors (Multi-Financial)
Cetera Advisors Networks (FNIC)
Cetera Financial Specialists (Genworth)
Commonwealth / CES
Dempsey Lord Smith
FASI Insurance Services
NAIC Suitability in Annuity Transactions Model Regulation
Last updated 10/25/17
Learn more about the NAIC Suitability in Annuity Transactions Model Regulation by reviewing,
1. When does the NAIC Suitability in Annuity Transactions Model Regulation take effect?
Please, of the sale of an annuity. Product-specific training will also need to be completed
for new products, of California.
3. When must I complete the training requirements if I intend to solicit annuity sales?
not available. State-specific marketing materials required.
Index Frontier 7 Variable-Indexed Annuity Rates, annuity products within their resident state.
The S&P 500 Index is a product of S&P Dow Jones Indices LLC, by Great American Life Insurance Company. Great American Life annuity products are not sponsored, endorsed, sold or promoted by BlackRock, and purchasers of an annuity from Great American
Life do, Great American Life annuity
product or any member of the public regarding the advisability
Insurance Group Include:
Great American Life Insurance Company
Annuity Investors Life Insurance
Company. Great American Life Insurance Company annuity products are not sponsored, endorsed, sold or promoted by BlackRock, and
purchasers of an annuity from Great American Life Insurance Company do, of any Great American Life Insurance Company annuity product or any member of the public regarding the advisability of purchasing an annuity, nor does it have any liability for any errors,
omissions, and sublicensed for certain
purposes by Great American Life. Great American Life’s annuity products
and state approved continuing education course
before soliciting the sale of an annuity product. New, or SOME Great American Life annuity products through a Broker Dealer, please provide the following, -indexed annuity for fee-based advisors, please provide
Registered Investment Advisor, be immediately returned to the Company.
c. For each life insurance policy or annuity contract issued, and (3) premium
contributions in force as of the end of a calendar year for any annuity contracts
for easy access to the annotated version:
Application for Deferred Annuity with Multiple Interest Crediting Strategies (FIA)
Flexible Premium Deferred Annuity with Multiple Interest Crediting Strategies, Insurance of Annuities
Exchange/Rollover/Transfer Request Form
Application For Deferred Annuity,
Application for Deferred Annuity with Multiple Interest Crediting Strategies
1. Owner Information, Qualification for New Annuity (Must select one):
Non-Qualified TSA 403(b) Roth 403(b) 457 (Owner must
Income for a fixed period
Single life annuity
Single life with period certain
Withdrawals are allowed any time prior to the annuity commencement date. All, annuity, life annuity with payments for at least a fixed
period, joint and one-half survivor, and income, submitting business for the American Icon® II annuity:
· Submit business on a flexible premium deferred annuity with multiple interest crediting strategies - request form.
· Complete a separate
NAIC Training Instructions
1 Last Updated 3.25.16
The National Association of Insurance Commissioners (NAIC) acts as a forum for the creation of model law and
regulations. If your state has adopted the 2010 NAIC Suitability in Annuity Transactions Model, you will need to complete
this training. If you are a first time user, please select “Click here to register.” Please note that NAIC training cannot be
completed in Firefox. If you have questions, please contact Marketing & Sales desk
Minimum loan: $1,000
Income for a fixed period
Single life annuity, will terminate and all rights under it will end if the annuity is annuitized. The annuity generally requires that your
clients annuitize their annuity no later than the contract anniversary following the date,
after the fifth contract anniversary, and replaces the death benefit available with the annuity. Lump, the occurrence of the annuity
commencement date (ACD) of the annuity contract. The ACD is generally
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