CFPE - Public file repository

Available files

Anciliary Life Forms
Impact Fact Finder.pdf -
Policy Evaluation Worksheet.pdf - Life Settlement Worksheet
Annuity Applications
American Investors - Income Select Plus App_FL.pdf -
American National SPIA Forms - FL.pdf -
FCL SPIA Application Kit.pdf -
Annuity Information/ Rates
Allainz - EIA agent guide.pdf -
Allainz - bonus annuity agt guide.pdf -
American Investors - Quick Reference Guide.pdf -
American Investors Income Plus Brochure.pdf -
American Investors Index Strategy.pdf -
American Investors Product Lines- FL .pdf -
American Investors Suitability info.pdf -
Aviva SPDA 3-2008.pdf -
Guaranteed Annuities 6-2008.pdf -
ING IRA and NQ Fact Sheet.pdf -
New Quintaflex Brochure.pdf -
Physicans benefit summary.pdf -
Physicans checklist.pdf -
Physicans Marketing Piece.pdf -
Quintaflex Fact Sheet.pdf -
Traditional Annuity 6-2008.pdf -
Appointment Applications
Allianz-Licensing.pdf -
Am Gen FL Appointment Kit 12-2006_IPCG.pdf - State of Florida / Valid as of 7-2007
American Investors Broker Contract.pdf -
ANI-Licensing.pdf -
Appointment Charts by State.pdf -
Banner Appointment Forms All States 5-18-06_IPCG.pdf - For any State (GA also requires form GID-122A)
Fidelity Life Appointment Forms 2008_All States 3-1-08.pdf - Please complete & submit to IPCG with first application / Assign Commission section 8
GLAIC Appointment Kit 1-2007_All States.pdf - Genworth Life & Annuity - Life & Fixed Annuity Appointments / All States
Hancock LTC Appointment Forms - 5-10-05.pdf -
Illinois Mutual DI Appointment Forms.pdf -
ING USA Appointment.pdf -
ISG new E&O app.pdf -
JH LTC Appt Kit ALL STATES 9-20-05_IPCG.pdf -
Lincoln Benefit Life Appt Kit All States 6-12-06_IPCG.pdf -
Lloyds DI Appointment Form Page 2006.pdf -
MetLife DI Agent Commission Direct Deposit Form.pdf - DI Appointments! Required Form w/ Void Check to get paid monthly - Fax to IPCG / If not completed, MetLife pays quarterly.
MetLife DI Appointment Form.pdf - Complete then Fax forms, State License and E&O Copies back to IPCG 407 740-5604
MetLife Investors Agent Commission Direct Deposit Form.pdf - Life Appts / Required Form w/ Void Check to get paid monthly - Fax to IPCG / If not completed, MetLife pays quarterly.
MetLife LTC Appointment form.pdf - Complete then Fax forms, State License and E&O Copies back to IPCG 407 740-5604
MONY Appointment Forms - Any State.pdf - Not State Specific
PanAm Appointment Forms All States 7-19-06_IPCG.pdf - LIFE ONLY _ NO MORE DI / Complete & fax back to IPCG / Paper checks or EFT Commission options
Penn Treaty LTC FL Appt Kit 2-20-06.pdf -
Producer Compensation Form_MetLife required_IPCG Only.pdf -
PRU Life Appt Kit - Prepop for FL Agts 12-2006_IPCG.pdf - Valid as of 5-1-07
Training Reqs to Write LTC Business_State Chart.pdf - Additional Training Required to Write LTC Business - Chart by State
West Coast Life Indep Agent Appt Form 1-2006_IPCG.pdf - Agent completes in Addition to Appt Kit_All States
WPL_NY Appt Form.pdf -
Disability Carrier Brochures
Illinois Mutual DI Guideline Manual.pdf -
MetLife DI Reference Manual.pdf -
MetLife Omni Port Guide 2004.pdf -
Union Central DI Underwriting Guidelines 11-2005.pdf -
Disability Forms
Buy Out Questionnaire 11-05.pdf - Lloyds Required DI Buy Out Form
Disability Application, CFS & Authorization 050106.pdf - Lloyds DI Application
Lloyds Disability Application, CFS & Authorization 0504.pdf -
Lloyds Medical Authorization 0804.pdf -
MASS CT DI APP.pdf -
MetLife DI Application forms - Utah.pdf -
MetLife DI Application forms_NY.pdf -
MetLife DI Application Kit_FL.pdf -
MetLife DI Avocation Questionnaire.pdf -
MetLife EFT Form.pdf -
Principal DI Application Kit - FL.pdf -
General Carrier Information
CarrierRatings.pdf -
Pru - Underwriting Guide.pdf -
Informal Applications
Alcohol & Drug Questionnaire.pdf -
Cancer Questionnaire.pdf -
Cardio Questionnaire.pdf -
Clinical Underwriting Fact Sheet_Lighter.pdf -
Diabetes Questionnaire.pdf -
Foreign Travel Questionnaire.pdf -
General Medical Questionnaire.pdf - Complete for all Informal Inquiries and Fax to IPCG 407 740-5604.
Informal with Hippa Authorization.pdf - Complete for all Informal Inquiries that require APS records to be ordered by IPCG and Fax to IPCG 407 740-5604.
MultipleSclerosisQuestionnaire092401.pdf -
Resident Alien Questionnaire.pdf -
Sleep Apnea Questionairre.pdf -
USF Alcohol Questionnaire.pdf -
USF-Driving Violation Questionnaire.pdf -
Information Articles
Executive Bonus - Resolution.rtf -
FLP Interest Transfer & Timing Issues.doc -
FLP Tech.rtf -
Generation Skipping.pdf -
Kettley Estate Tax Concepts.pdf -
Multi-generation beneficiaries on an IRA accoun.pdf -
Publication 559 - Survivors, Executors, Administrators Tax G -
Revocable Living Trust - Credit Sheltered w-spouse.rtf -
Special Needs Trust Article.doc -
Life Applications
AIG American General FL Other Inforce Changes Form_IPCG.pdf - Uploaded 6-1-06
Banner Life Application Kit - FL.pdf -
Chase HIPPA Form.pdf -
Chase HIV Form.pdf -
Chase Life Application - FL.pdf -
Chase Replacement Disclosure Pg 2.pdf -
Chase Replacement Disclosure.pdf -
Chase Replacement Notice.pdf -
Fidelity Life - GDB Whole or Term Application_Florida 3-1-08 - First Full premium check must accompany application. / State of FL forms
Genworth Life & Annuity Life Appl Kit 2007 - FL_IPCG.pdf - New 2007 Kit (formerly First Colony Life)
Jefferson Pilot - Life Application - NY.pdf - Uploaded 12-1-06
John Hancock Life 2006 Application Kit_NY.pdf - New York - Version 7/2006 / Must be Pre-Appointed before Writing Business
MetLife Investors Term Life Entire Appl_NY.pdf - Mail originals to: IPCG, Inc. 1301 Sundial Point Unit 1011 Winter Springs, FL 32708
MetLife Investors Term Life Suppl Forms 4-2007_NY.pdf - Please also review this package's outline to ensure you have all forms req'd for your NY case.
MetLife Life Application Kit_FL.pdf -
MetLife Life Application Kit_UT.pdf - Utah / Mail originals to IPCG, Inc. 1301 Sundal Point Unit 1011 Winter Springs, FL 32708
MetLife Life Aviation and Avocation Forms_FL.pdf - MetLife Life Aviation and Avocation Forms
MetLife Life Replacement Kit _ FL.pdf - MetLife Life Replacement Kit _ FL
MONY Application Kit - CT.pdf - MONY Application Kit - CT
MONY Application Kit - NY.pdf - New 2005 Application
PRU Avocation Form All States_IPCG.pdf -
PRU CT Full Appl for Above 250K Face 10-2006_IPCG.pdf - For case above $250K face Amt / All pages required; except, EFT form can be done on delivery.
PRU Express FL Compl Appl 8-05 Version_IPCG.pdf - Term Essential cases with face amounts of $1 million or less (or less than $5,000 in premium)
PRU FL Complete Appl 2005 Version as of 4-27-06_IPCG.pdf - Full Application - State of Florida
Pru Life Application - NY 2006.pdf -
PRU Travel Form All States_IPCG.pdf - Questionnaire
PRU Xpress Term Essential Quickforms 5_2008_FL.pdf - Quickform May 2008 State of Florida
UHL FL Term Life Appl_IPCG.pdf - Florida
US Financial Life FL Complete Application 1-06_IPCG.pdf - State of Florida
US Life Application Kit - NY 4-05.pdf - AIG NY Division
William Penn Life Application - NY.pdf -
Life Insurance Information
2005 MDRT Cert Letter.pdf -
AIG UW Guidelines.pdf -
ANICO.pdf - Weight Charts
Banner Life Medical and Form Requirements 06_2008.pdf -
Banner UW Guidelines.pdf -
FCL UW Guide 2006.pdf -
Fidelity Life - All State Chart_Producer Brochure 3-1-08.pdf - Check the state chart to confirm product sold in delivery state / Rate Cards & VIP Producer Info
JH -(08.07).pdf - Weight Charts
Lincoln Benefit UW Guide.pdf -
Met - (08.07).pdf - Weight Charts
NA (08.07).pdf - Weight Charts
PRu - No-Lapse Guarantees Q&A.pdf -
Pru Foreign Travel - Pack your bags.pdf -
PRU Foreign Travel Highlighter_2008.pdf - For Agent Use Only; not the General Public
Pru Foreign Travel Rating Chart.pdf -
PRU Non US Resident Highlighter_2008.pdf - For Agent Use Only; not the General Public
Pru Product Overview.pdf -
PRU Retention Grid_2008.pdf - For Agent Use Only; not the General Public
PRU.pdf - Weight Charts
Long Term Care Applications
Hancock LTC APP PKG - FL_ 7-17-06.pdf - Newest Version obtained 7-17-06
MetLife LTC Complete Application 219 pg Kit - FL 2006.pdf - App. starts on page 72
MetLife LTC Complete Application Kit - FL 2006.pdf -
Penn Treaty LTC Application Kit_FL.pdf - Florida
Long Term Care Information
Hancock - Florida Client Brochure_ FL.pdf -
Hancock Agent Overview - Business LTC -
Hancock LTC SG Guidelinesltc_2741.pdf -
Hancock LTC Sponsored Group Training.ppt -
Hancock Pre-Qualification Form.pdf -
John Hancock LTC Replacement Question Form.pdf -
MetLife LTC UndrwritingGuide.pdf -
MetLife Multilife program overview LTC.pdf -
Producer Agreements
Annuity Payouts.pdf - Annuity Payouts as of 9-01 (subject to change)
Bullet List.pdf - Quick List of Broker Benefits
Commission Sheet - 1-1-07.pdf - Questions? Call Scott Bodie (407) 740-5592 X103 or (800) 486-8597 X103
Complete Carrier List.pdf -
IPCG Producer Agreement.pdf - IPCG Required Producer Agreement
Lloyds Marketing Producers Agreement 2001.pdf -
W9 Rev 11_2005.pdf - All Agents required to complete & fax to IPCG 407 740-5604 to be Paid Commissions
README Files
AIG Life Lab Results Request Form_2-2008.pdf - Client use - to obtain Labs Results
AIG Life Policyholder Services Instructions_2-2008.pdf - AIG / American General Life Policy Holders
Face-to-Face Interview Brochure 1-5-06.pdf - Client's Guideline - Health Interview with an Insurance Carrier
FCL 2006 Paramed Svc Forms & Agent Best Practices.pdf -
Lab Results Request Package.pdf - 2006 - Use this New! Procedure when Client Request Detailed Lab Results
Lab Test Definitions & UW Guidelines.doc - For Broker's Use Only (Not the General Public)
Life Ins Policyholder Services.pdf - Policyholder Carrier Contact Info
Policy Holder Services Contacts.pdf - Policy Owners to Contact Carriers w/problems
Prudential Life Term Essential Facts 12-2007 Exp 6-2009.pdf - Fast Facts Page 12-2007 / Expires 6-2009
Transition Form for new Guaranteed Rider L-161901.pdf -
UW Guidelines AIG FCL EGL BLI PRU.pdf - For Broker's Use Only (Not Clients or the General Public)