Policy Evaluation Worksheet.pdf - Life Settlement Worksheet
Annuity Applications
AILIC Income Select Bonus FI FL Opt Benefits Part 2 of 3.pdf - Part 2 Optional Benefits / Riders See Part 3 Annuity Info - Brochure
AILIC Income Select Bonus FIndex FL Appl Part 1 of 3.pdf - Part 1 Application Also see Part 2 Optional Riders
American General Deferred Annuity Appl 8-2008_FL.pdf - FL Agents / Use Florida versions of forms in this file
American Investors - Income Select Plus App_FL.pdf -
American National Palladium MYG Forms - FL.pdf - Please mail originals & checks to IPCG, Inc. 550 N. Bumby Ave Ste 220 Orlando, FL 32803
ING Secure Index Annuity FL Appl_3-2010.pdf - Florida
NOA FL Guarantee Choice Fixed Annu Appl_Posted 2-2010.pdf - North American G. Choice Product & State (FL) Specific Appl / Complete & forward the REQUIRED Application Originals to: IPCG, Inc. 550 N. Bumby Ave Ste 220 Orlando, FL 32803
Annuity Information/ Rates
Allainz - EIA agent guide.pdf -
Allainz - bonus annuity agt guide.pdf -
Am Natl Palladium MYG Annuity Info Buyers Guide_3-2009.pdf -
American Investors Income Bonus Application 10-08.pdf -
American Investors Income Plus Brochure.pdf -
American Investors Index Strategy.pdf -
American Investors Product Guide 10-2008.pdf -
American Investors Product Lines- FL .pdf -
American Investors Suitability info.pdf -
Consumer Guide to Annuities.pdf - Annuities Consumer Guide - designed to help consumers understand their choices among a differing and sometimes confusing array of annuity products.
Guaranteed Annuity Rates 7-06-09 to 7-10-09.pdf -
ING Annuity Product Availiability Chart_by State.pdf -
ING Fixed Annu Interest Rates & Features_Posted 2-2010.pdf -
ING Fixed Annuity Product Guide_Posted 2-2010.pdf -
ING Fixed Annuity Suitability Guide_Posted 2-2010.pdf -
ING IRA and NQ Fact Sheet.pdf -
IRA Disclosure.pdf -
Market Value Form_FL.pdf -
New Quintaflex Brochure.pdf -
NOA - All Annu Products Availability & Form Guide 1-2010.pdf - Choose the policy's delivery state on this guideline & please read BOTH pages of this file to ensure the product is sold in your state & that you have the correct forms.
NOA - All Annuity Products at a Glance 2-2010.pdf - North American - All Annuity Products
NOA - Boomer Annuity Product Highlights.pdf -
NOA - Charter Fixed Index Annuity Product Highlights.pdf -
NOA - NA Ten Fixed Index Annuity Product Highlights.pdf -
NOA Annuity Guarantee Choice Brochure _Posted 2-2010.pdf - Client Brochure: North American Traditional Fixed Annuity / Guarantee Choice Product
NOA Annuity New Business Procedures_Posted 2-2009.pdf - How to complete an annuity application Except: Application Originals are REQUIRED to be submitted to: IPCG, Inc. 550 N. Bumby Ave Ste 220 Orlando, FL 32803
NOA Fixed Indexed Annuity Product Portfolio 2-2010.pdf - North American - Fixed Index Annuity Product Portfolio
Optional Bene Designation_Restricted Payout.pdf -
Physicans benefit summary.pdf -
Physicans checklist.pdf -
Physicans Marketing Piece.pdf -
Quintaflex Fact Sheet.pdf -
Secure Opportunites Plus Brochure 2009.pdf -
SunLife - Keyport SPIA_Posted 2-23-10.pdf -
SunLife - Keyport Value Fixed Annu Brochure_Posted 2-2010.pd -
SunLife - Keyport Value Fixed Annu Rates_Posted 2-23-10.pdf -
Sure Advantage Client Guide.pdf -
Sure Advantage Reference Guide.pdf -
Appointment Applications
Allianz-Licensing.pdf -
American General FL Appt Kit_IPCG.pdf - State of Florida
American Investors Appt Kit Posted 8-08.pdf - Also requires W9 for Agent or Company being Paid Commissions
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)
GLAIC Appointment Kit 1-2007_All States.pdf - Genworth Life & Annuity - Life & Fixed Annuity Appointments / All States
GLAIC Commission EFT Form_Posted 10-08.pdf - Complete and fax with VOIDED check copy to IPCG 407 894-8822
Hancock LTC Appointment Forms - 5-10-05.pdf -
Illinois Mutual DI Appointment Forms.pdf -
ING Reliastar Fixed Annuity FL Appt Kit Aug 2008.pdf - State of Florida / Also requires W9 for Agent or Company being Paid Commissions
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 -
Lincoln Financial Group Annuitys Appt Kit.pdf - Lincoln Benefit Life Appt Kit All States Posted 7-20-09_IPCG
Lloyds of London DI Appt Form for_IPCG Agents.pdf - All States / 1 Page - Print Agent Name, SSN, Date & Agent Signature. Submit License, E&O Copy & Form to IPCG Fax 407 894-8822
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 407 894-8822
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 407 894-8822
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
PRU C&L ALL STATES Entire Appointment Kit_Posted 3-2009.pdf - Complete & fax back to IPCG with State Ins. License, E&O and Voided Check (if applicable) copys to 407 894-8822
PRU C&L Entire Broker Agreement Pages Exp 5-09_READ ONLY.pdf - For the Agent's file only; this is the entire PRU Broker Agreement that you signed in the Appt Kit.
PRU State Licensing & Pre-Appt Guidelines 12-2008_READ.pdf - Agents - Please refer to this guideline BEFORE writing your first Prudential Life application.
Training Reqs to Write LTC Business_State Chart.pdf - Additional Training Required to Write LTC Business - Chart by State
UTAH_as of 12-16-08.pdf - UTAH - Please read: Some Carriers require Agents to be appointed BEFORE submitting a dated application
WCL Contracting_ Form Instructions Posted 3_2009.pdf - Explains how to complete the Independent Agent C&L forms / EFT Commissions Mandatory
WCL Indep Agent Agreement_AML Trng Guide.pdf - Independent Agent Agreement & AML Training Guidelines
West Coast Life Appt Kit Assignment_Posted 6-2009.pdf - ALL STATES / Please read the instructions, complete and fax all documents to IPCG at 407 894-8822 / Posted 6-2009
WPL_NY Appt Form.pdf -
Commission Statements
WCL Commission Calendar 2009.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
UC DI Agent Guideline Posted 8-12-09.pdf - Detailed DI Case Guide for the Agent Only
UC DI Products Posted 8-2009.pdf - Brief Guide to Pick a UC DI Product for the Agent Only
Union Central DI Appl Posted 8-2009_UTAH.pdf - UC DI Application / UTAH Only
Union Central FL DI App 10-08.pdf - Good for 2009
General Carrier Information
CarrierRatings.pdf -
Pru - Underwriting Guide.pdf -
Informal Applications
Alcohol & Drug Questionnaire.pdf -
Cancer Questionnaire.pdf -
Cardio Questionnaire_Posted 2-2010.pdf - Please complete the IPCG Informal Questionnaire AND this form if the Client had/has Heart issues.
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 407 894-8822
Informal with Hippa Authorization.pdf - Complete for all Informal Inquiries that require APS records to be ordered by IPCG and Fax to IPCG 407 894-8822
IPCG Informal Questionnaire_Posted 2-2010.pdf - IPCG Agents - Please complete & fax back this form to receive a Carrier Recommendation for Writing a Life Application and/or receiving a quote for a Client
METLIFE DI QUOTE REQUEST_Blank form.pdf - Client completes this form / MetLife Investors USA DI Quote Request / Fax to 407 894-8822 Attn: Scott Bodie
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 - Appl Part 1 and Part 2 are required to be completed (by Agent and Client) for ALL BLI - Life applications.
Banner Life Application Kit - UT.pdf - Utah Version of Forms - Part II Medical Questions also required for Agent to obtain for all cases.
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 Appl_FL July 2008.pdf - First Full premium check must accompany application. / State of FL forms
Genworth Life & Annuity Life Appl Kit 2009 - FL_IPCG.pdf -
Genworth Life & Annuity Life Appl Kit 2009 - UT_IPCG.pdf -
GLAIC Proof of Loss Claimant Form_Posted 8-31-09.pdf -
GLAIC UL Appl Checklist Guideline_Posted 10-28-09.pdf - Use this guideline to ensure you have all UL policy requirements submitted with a UL application
ING Reliastar Term Life Application Posted 2-1-09_FL.pdf - Florida
Jackson Natl - Term Life Application_FL.pdf - Application - State of Florida / Mail originals to IPCG Inc. 550 N. Bumby Ave Ste 220 Orlando, FL 32803 / Do not use White Out on originals; cross out, correct & initial any changes.
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 Inv USA Inforce Policy Change 3-2009_FL.pdf - Multi Purpose, complete applicable form sections BUT, fax ALL form pages to 908 552-3795 / Florida
MetLife Investors Term Life Entire Appl_NY.pdf - Mail originals to: IPCG, Inc. 550 N. Bumby Ave Ste 220 Orlando, FL 32803
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_UT.pdf - Utah / Mail originals to IPCG, Inc. 550 N. Bumby Ave Ste 220 Orlando, FL 32803
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
MLI USA FLORIDA Application ENB-7-07-FL_Posted 8-7-09.pdf - FL / Mail originals to IPCG, Inc. 550 N. Bumby Ave Ste 220 Orlando, FL 32803 / Also print Replacement, 1035 or other Questionnaires if required.
MONY Application Kit - NY.pdf - New 2005 Application
PRU Client What to Expect Next Document_IPCG.pdf - Give a copy to the Client when the application is written
PRU Medical Requirements Chart Posted 3-2009_All States.pdf - Reference this chart to find out which medical requirements should be completed by the Examiner Service for your PRU Life case.
PRU Term Essential Application Posted 3_2009_UT.pdf - UTAH / Long Application (Do not use for cases with face amounts $250K and below)
PRU Travel Form All States_IPCG.pdf - Foreign Travel Questionnaire
PRU Utah HIV Test Consent Form Posted 3-2009_UT.pdf - PRU Utah Life cases: UT version of the HIV Test Consent form required.
PRU XP Utah Application_August 2008.pdf - Policy Delivery State of Utah
PRU Xpress Term Essential Agents Report Posted 3-2009_FL.pdf - Policy Delivery State of FL / Also complete with the Quick Form Application
PRU Xpress Term Essential Quickform Posted 2-2010_FL.pdf - Policy Delivery State of FL / Xpress application required for Policy Face Amts Under $250K or Use for Any Face Amount
Transamerica SuperTrendsetter Term Appl Florida_9-25-09.pdf - FL Appl (Agent MUST complete NonMed form w/appl) includes Appl, NonMed, EFT & Optional - Replacement, Foreign Travel, Temp Ins Conditional Receipt forms
UHL FL Term Life Appl_IPCG.pdf - Florida
Union Central Life Application Florida_Posted 2-2010.pdf - FL Appl / Mail originals to IPCG Inc 550 N Bumby Ave Orlando, FL 32803 / Do not use White Out / Ignore the Fax Cover Sheet - for IPCG Use Only
WCL Application Forms List by State_Posted 8-4-09.pdf - Reference to ensure you have completed all required forms for a specific WCL Life Case
West Coast Life Application Kit - FL_Posted 6-2009.pdf - State of Florida Posted 6-2009
West Coast Life Application Kit - UT.pdf - State of Utah / Posted 1-9-09
Life Insurance Information
2005 MDRT Cert Letter.pdf -
AIG Am Gen New Life Portfolio 2_2009.pdf - Posted 2-23-09
AIG Am Gen Products Available for Term Conversions 2-23-09.p - Posted 2-23-09
AIG Am Gen UL Products Rolling target Prems Update_1-14-09.p - Posted 1-14-09
ANICO.pdf - Weight Charts
Fidelity Life - State Chart_Producer Brochure July 2008.pdf -
GLAIC Term UL Competitive Flyer 20Yr 250K_Agent Only.pdf - Agent Use Only
GLAIC Term UL Competitive Flyer 20Yr 500K_Agent Only.pdf - Agent Use Only
GLAIC Term UL Fact Sheet_Agent Use Only.pdf - Agent Use Only
GLAIC Term UL Mortg Protect Flyer_Agent Use Only.pdf - Agent Use Only
GLAIC Term UL New Product Fact Sheet_Agent Only.pdf - Agent Use Only
GLAIC Term UL New Product_Consumer Flyer 11-2009.pdf - Client Brochure
JH -(08.07).pdf - Weight Charts
Lincoln Benefit UW Guide.pdf -
Met - (08.07).pdf - Weight Charts
MLI USA GLevel Term Life Product 10-8-09_Client Brochure.pdf - MetLife Investors USA - GLT Term Product - Client Brochure
MLI USA GTerm Product Highlight 10-8-09_Agent Use Only.pdf - MetLife Investors USA - GLT Term Life Product Hightlight / For Agent Use Only
MLI USA Guar UL Product Highlight 10-8-09_Agent Use Only.pdf - MetLife Investors USA - Guaranteed UL Product Hightlight / For Agent Use Only
MLI USA Life Producer Guide 10-8-09_Agent Use Only.pdf - ML Investors USA - Life Producer Guideline - For Agent Use Only
MLI USA UL Life Product 10-8-09_Client Brochure.pdf - MetLife Investors USA - Guaranteed UL Product - Client Brochure
NA (08.07).pdf - Weight Charts
PRU Accidential Death Benefit Rider Exp 05-21-2009.pdf - For Agent Use Only; not the General Public
PRU Child Rider Overview Exp 12-29-2009.pdf - For Agent Use Only; not the General Public
PRU Foreign Travel Highlighter Exp 7-2009.pdf - For Agent Use Only; not the General Public
PRU Foreign Travel Underwriting Guidelines.pdf - For Agent Use Only; not the General Public
PRU Living Needs Benefit Rider Exp 12-09.pdf - For Agent Use Only; not the General Public
PRU Non US Resident Highlighter Exp 7-2009.pdf - For Agent Use Only; not the General Public
PRU Term Conversion Overview Exp 07-2009.pdf - For Agent Use Only; not the General Public
PRU Term Essential and Elite Client Brochure Exp 6-09.pdf - Client Brochure
PRU Term Essential Client Brochure Exp 5-27-09.pdf - Client Brochure
PRU Term Essential Fast Facts Exp 6-18-09.pdf - For Agent Use Only; not the General Public
PRU Term Essential Overview Exp 5-27-09.pdf - For Agent Use Only; not the General Public
PRU Term Essential Quick Quotes Exp 6-16-09.pdf - For Agent Use Only; not the General Public
PRU Term Essential Rate Cards Exp 6-18-09.pdf - For Agent Use Only; not the General Public
PRU Term Essential Waiver of Prem Overview Exp 3-2010.pdf - For Agent Use Only; not the General Public
PRU Term Life In Force Policy Details.pdf - For Agent Use Only; not the General Public
Prudential 2009 State of the Business Notice.pdf -
Lloyds of London - Life Producer Agreement 11-1-09.pdf - Pls email or fax the completed form page 1, license and E&O to IPCG julieipcg@cfl.rr.com or 407 894-8822 fax
W9 Rev 11_2005.pdf - All Agents required to complete & fax to IPCG 407 894-8822 in order 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
Coronary Artery Disease_9-11-08.pdf - Did You Know? Flyer 9-12-08 For Agent Use Only
DID YOU KNOW_AIG Agency Auto Flyer_9-18-08.pdf - For Agent Use Only
DID YOU KNOW_Coronary Artery Disease Flyer_9-11-08.pdf - For Agent Use Only
DID YOU KNOW_Guaranteed Issue Flyer_9-22-08.pdf - For Agent Use Only
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
Multiple Carriers_Chol_Tobacco_FamHX - UW Cheat Sheets.pdf - For Agent Reference UW Guideline Comparisons: Cholesterol, All Tobacco Use & Family History_Posted 9-3-09
