Agent Tools
Quoters and Misc.
- IAI-Online Quoter
- Online IAI Producer Appointment Form
- MDT Death Benefit Schedule
- IAI Online - Refund Calculator
- OOIDA ~ Underwriting Notes
Private Passenger Auto Insurance
- CUIC Quoter Demo
- Utah & Idaho CUIC Private Passenger Auto Policy
- Utah & Idaho Underwriting Guidelines
Ordinary Life Applications
- AUL - American Underwriters Life Insurance Company
- CLA - Century Life Assurance Company
- GFL - Great Fidelity Life Insurance Company
HIPAA Medical Authorizations
Policyowner Service Change Form
- ACM - American Community Mutual
- AUL - American Underwriters Life
- CLA - Century Life Assurance
- GFL - Great Fidelity Life)
Utah CD Annuity Documents
- AUL - Utah Annuity App
- AUL - CD Annuity Disclosure
- AUL - Other-than-CD Disclosure
- AUL - Authorization to Transfer Funds
- Annuity Suitability Form
- Annuity Buyers Guide
- Replacement Form
Annuity Funds Transfer Form
- AUL - Authorization to Transfer Funds
- CLA - Authorization to Transfer Funds
- GFL - Authorization to Transfer Funds
Annuity Applications
- AUL - Annuity Application
- CLA - Annuity Application
- GFL - Annuity Application
- Kansas Single Premium Deferred Annuity Disclosure
- Georgia Annuity Application
Life and Annuity Replacement Forms
- Multiple State Replacement Form
- Idaho and Nebraska Replacement Form
- Illinois Replacement Form
- Indiana Replacement Form
- Kansas Replacement Form
- Missouri Replacement Form
- Nevada Replacement Form
- Ohio Replacement Form
- Oklahoma Replacement Form - AUL
- Oklahoma Replacement Form - CLA
- Oregon Replacement Form
- Wyoming Replacement Form
- Century Texas Replacement Form
- GFL Texas Replacement Form
- Century Arkansas Replacement Form
Multiple State Form above available for the following states: Arizona, Colorado, Louisiana, Nebraska, Montana, South Dakota and Utah.
Annuity Documents
- AUL - Annuity Disclosure
- CLA - Annuity Disclosure
- GFL - Annuity Disclosure
- AUL - CD Annuity Disclosure
- CLA - CD Annuity Disclosure
- GFL - CD Annuity Disclosure
- Georgia Annuity Disclosure
- CLA - Arkansas Annuity Suitability Form
- Annuity Suitability Form
- Annuity Buyers Guide