NOA Annuity New Business Procedures_Posted 2-2009.pdf -
North American Driector Broch 2009.pdf -
North American Rate Sheet 3-3.pdf -
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 -
Sure Advantage Client Guide.pdf -
Sure Advantage Reference Guide.pdf -
Traditional Annuity to 4-17-09.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 407 872-7506
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 -
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
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 407 872-7506
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
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 - 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 2007 - FL_IPCG.pdf - New 2007 Kit (formerly First Colony Life) / State of Florida Only
Genworth Life & Annuity Life Appl Kit 2007 - UT_IPCG.pdf - New 2007 Kit (formerly First Colony Life) / State of Utah Only
ING Reliastar Term Life Application Posted 2-1-09_FL.pdf - Florida
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. 419 N. Magnolia Ave Orlando, FL 32801
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. 419 N. Magnolia Ave Orlando, FL 32801
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 - 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 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 Quickforms Posted 3-2009_FL.pdf - Policy Delivery State of FL / Application required for Policy Face Amts Under $250K or Use for Any Face Amount
PRU Xpress Term Essential Quickforms Posted 4-2009_AL.pdf - Policy Delivery State of AL / Application required for Policy Face Amts Under $250K or Use for Any Face Amount
UHL FL Term Life Appl_IPCG.pdf - Florida
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
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 - State Chart_Producer Brochure July 2008.pdf -
JH -(08.07).pdf - Weight Charts
Lincoln Benefit UW Guide.pdf -
Met - (08.07).pdf - Weight Charts
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 -
