Supply Request Form

Restock your marketing materials
Instructions:
  1. Complete contact and mailing information. Please note - PO box addresses are not accepted.
  2. Use section below to view, download or order the materials available.
  3. Indicate quantities for each item ordered. Each item is limited to a maximum of 25 copies per order.
  4. Submit form.
  5. Standard Shipping is UPS ground shipping. For expedited options please contact Sales Support at 888-647-1371.
Annuity Products

AssetShield Series

Quantity
Description
Form Number
Download
Must be between 0-25.
AssetShield BONUS 10 Sales Brochure
01SB1165-10B
Must be between 0-25.
AssetShield 5 Sales Brochure
01SB1165-5-EN
Must be between 0-25.
AssetShield 7 Sales Brochure
01SB1165-7-EN
Must be between 0-25.
AssetShield 10 Sales Brochure (9 in CA)
01SB1165-10-EN
Must be between 0-25.
Asset Growth Opportunity & Asset Control Brochure - AssetShield*
01B1165-AGAC
Must be between 0-25.
Diversification with AssetShield Brochure*
01B1165-DIV
Must be between 0-25.
AssetShield Power of Protection Flyer*

01F1165-POPRO

Must be between 0-25.
Retirement Unknown: Market Risk Flyer - AssetShield*
01FRUMR-1165

EstateShield Series

Quantity
Description
Form Number

Download

Must be between 0-25.
EstateShield 10 Sales Brochure
01SB1167-10
Must be between 0-25.
EstateShield 10 Lifetime Income and Legacy Benefits Flyer*
01B1167-LB
Must be between 0-25.
Lifetime Income Benefit Rider FAQ Brochure - EstateShield*
01B1167-LIBRFAQ
Must be between 0-25.
EstateShield 10 Accumulation, Income, Estate Flyer*
01F1167-10

IncomeShield Series

Quantity
Description
Form Number
Download
Must be between 0-25.
IncomeShield 7 Sales Brochure
01SB1164-7
Must be between 0-25.
IncomeShield 10 Sales Brochure
01SB1164-10
Must be between 0-25.
Shield Retirement Income w/ Wellbeing Benefit Brochure*
01B1164-LIBRWB
Must be between 0-25.
IncomeShield with Lifetime Income Benefit Rider Flyer*
01F1164
Must be between 0-25.
IncomeShield with LIBR & Wellbeing Rider Flyer*
01F1164-WBFAQ
Must be between 0-25.
Retirement Unknown: Cost of Waiting Flyer - IncomeShield*
01FRUCW-1164
Must be between 0-25.
Retirement Unknown: Market Risk Flyer - IncomeShield*
01F1164-RU
Must be between 0-25.
Retirement Unknown: Low Interest Rates Flyer - IncomeShield*
01FRULIR-1164
Must be between 0-25.
Retirement Unknown: How to Enhance Tax Control in Retirement Flyer - Incomeshield*

01F1164-RUTX

Must be between 0-25.
Planning Your Retirement Income Strategy Brochure*

01B1164-RIB

Must be between 0-25.
IncomeShield Identifying Retirement Income Gaps Worksheet*

01F1164-IRIG

Must be between 0-25.
Partially vs. Fully Guaranteed Income with IncomeShield*

01F1164-PVFGI

Must be between 0-25.
Tapping an Open Market - IncomeShield LIBR Benefits

01F1164-LIBRBOC

BalanceShield 10

Quantity
Description
Form Number
Download
Must be between 0-25.
BalanceShield 10 Sales Brochure
01SB1171

Fixed Annuities

Quantity
Description
Form Number
Download
Must be between 0-25.
GuaranteeShield Series Sales Brochure
01SB1169
Must be between 0-25.
GuaranteeShield Series Flyer*
01F1169

Retirement Gold

Quantity
Description
Form Number
Download
Must be between 0-25.
Retirement Gold Sales Brochure
01SB1119
Must be between 0-25.
Retirement Gold Disclosure
01D1119
Value Add

Index Strategy Materials

Quantity
Description
Form Number
Download
Must be between 0-25.
Preservation and Accumulation Flyer
01FFIAPA
Must be between 0-25.
Why Consider BlackRock Adaptive 5% Index Flyer - IncomeShield*
01FWCBR-1164
Must be between 0-25.
Why Consider BlackRock Adaptive 7% Index Flyer - AssetShield*
01FWCBR-1165
Must be between 0-25.
Why Consider BlackRock Adaptive 7% Index Flyer - AssetShield BONUS*
01FWCBR-1165B
Must be between 0-25.
Why Consider BlackRock Adaptive 5% Index Flyer - EstateShield*
01FWCBR-1167

Retirement Information Materials

Quantity
Description
Form Number
Download
Must be between 0-25.
Preparing for Retirement Transitions Brochure
01BACC
Must be between 0-25.
Building & Protecting Retirement Income Brochure*
01BBPRI
Must be between 0-25.
Medicare Guide Brochure
01BMCG
Must be between 0-25.
Lifetime Income Solutions Infographic
01FLISI
Must be between 0-25.
Guide to Fixed Index Annuity Basics Flyer
01FANBSC
Must be between 0-25.
Help Protect Your Top Assets Flyer
01FHPTA
Must be between 0-25.
What is Your Risk Tolerance Flyer
01FRISK
Must be between 0-25.
Retirement Income Worksheet
01FRIW
Must be between 0-25.
Sequence of Returns Flyer
01FSORR
01FRULE
72
Must be between 0-25.
Risk Tolerance Wheel
01WLC4790
01WLC
4790
 
Must be between 0-25.
3 Steps to a Better Retirement Income Plan Brochure
01B3STEPS
Must be between 0-25.
Triple Compound Interest Benefits Flyer*
01FTCI
01B3STE
PS
Must be between 0-25.
Social Security Benefits Flyer
01FSSG

Tax-Related Materials

Quantity
Description
Form Number
Download
Must be between 0-25.
Advantages of a Tax-Deferred Annuity Flyer
01FATDA
Must be between 0-25.
Tax Reference Guide
01BTRG
Must be between 0-25.
Partial Roth Conversions Flyer
01FPRC

Rider Materials

Quantity
Description
Form Number
Download
Must be between 0-25.
Lifetime Income and Wellbeing Benefit Rider Flyer*
01FWBFAQ
Application and Disclosures

Application Packet

Quantity
Description
Must be between 0-25.
Application Packet

AssetShield Series

Quantity
Description
Form Number
Download
Must be between 0-25.
AssetShield BONUS 10 Disclosure
01D1165-10B
Must be between 0-25.
AssetShield 5 Disclosure
01D1165-5
Must be between 0-25.
AssetShield 7 Disclosure
01D1165-7
Must be between 0-25.
AssetShield 10 Disclosure
01D1165-10

EstateShield Series

Quantity
Description
Form Number
Download
Must be between 0-25.
EstateShield 10 Disclosure
01D1167-10

IncomeShield Series

Quantity
Description
Form Number
Download
Must be between 0-25.
IncomeShield 7 Disclosure
01D1164-7
Must be between 0-25.
IncomeShield 10 Disclosure
01D1164-10

Fixed Annuities

Quantity
Description
Form Number
Form Number
Must be between 0-25.
GuaranteeShield 3 Disclosure
01D1169-3
Must be between 0-25.
GuaranteeShield 5 Disclosure
01D1169-5

Immediate Annuities

Quantity
Description
Form Number
Download
Must be between 0-25.
SPIA Immediate Annuity Disclosure
01D1159
Annuity Products

AssetShield Series

Quantity
Description
Form Number
Download
Must be between 0-25.
01SB1165-9B-CA
Must be between 0-25.
AssetShield 9 Sales Brochure for CA
01SB1165-9-CA
Must be between 0-25.
AssetShield 7 Sales Brochure for CA
01SB1165-7-CA
Must be between 0-25.
AssetShield 5 Sales Brochure for CA
01SB1165-5-CA

EstateShield Series

Quantity
Description
Form Number
Download
Must be between 0-25.
EstateShield 9 Sales Brochure
01SB1167-9-CA
Must be between 0-25.
EstateShield 9 Lifetime Income and Legacy Benefits Brochure
01B1167-LB-CA
Must be between 0-25.
EstateShield 9 Accumulation, Income, Estate Flyer*
01F1167-9-CA

IncomeShield Series

Quantity
Description
Form Number
Download
Must be between 0-25.
IncomeShield 9 Sales Brochure for CA
01SB1164-9-CA
Must be between 0-25.
IncomeShield 7 Sales Brochure for CA
01SB1164-7-CA
Must be between 0-25.
Shield Retirement Income w/ Wellbeing Benefit Brochure* for CA
01B1164-LIBRWB-CA
Must be between 0-25.
Retirement Unknown: Cost of Waiting Flyer - IncomeShield* for CA
01FRUCW-1164-CA

Retirement Gold

Quantity
Description
Form Number
Download
Must be between 0-25.
Retirement Gold Sales Brochure for FL
01SB1132-FL
Must be between 0-25.
Retirement Gold Disclosure for FL
01D1132-FL

Disclosures

AssetShield Series

Quantity
Description
Form Number
Download
Must be between 0-25.
AssetShield 10 Disclosure for NJ
01D1165-10-NJ
Must be between 0-25.
AssetShield BONUS 10 Disclosure for NJ
01D1165-10B-NJ
Must be between 0-25.
AssetShield BONUS 9 Disclosure for CA
01D1165-9B-CA
Must be between 0-25.
AssetShield 9 Disclosure for CA
01D1165-9-CA
Must be between 0-25.
AssetShield 7 Disclosure for CA
01D1165-7-CA
Must be between 0-25.
AssetShield 7 Disclosure for NJ
01D1165-7-NJ
Must be between 0-25.
AssetShield 5 Disclosure for CA
01D1165-5-CA
Must be between 0-25.
AssetShield 5 Disclosure for NJ
01D1165-5-NJ

EstateShield Series

Quantity
Description
Form Number
Download
Must be between 0-25.
EstateShield 10 Disclosure for NJ
01D1167-10-NJ
Must be between 0-25.
EstateShield 9 Disclosure for CA
01D1167-9-CA

IncomeShield Series

Quantity
Description
Form Number
Download
Must be between 0-25.
IncomeShield 10 Disclosure for NJ
01D1164-10-NJ
Must be between 0-25.
IncomeShield 9 Disclosure for CA
01D1164-9-CA
Must be between 0-25.
IncomeShield 7 Disclosure for CA
01D1164-7-CA
Must be between 0-25.
IncomeShield 7 Disclosure for NJ
01D1164-7-NJ

Fixed Annuities

Quantity
Description
Form Number
Download
Must be between 0-25.
GuaranteeShield 3 Disclosure for CA
01D1169-3-CA
Must be between 0-25.
GuaranteeShield 3 Disclosure for FL
01D1169-3-FL
Must be between 0-25.
GuaranteeShield 3 Disclosure for NJ
01D1169-3-NJ
Must be between 0-25.
GuaranteeShield 5 Disclosure for CA
01D1169-5-CA
Must be between 0-25.

GuaranteeShield 5 Disclosure for FL

01D1169-5-FL
Must be between 0-25.
GuaranteeShield 5 Disclosure for NJ
01D1169-5-NJ

Immediate Annuities

Quantity
Description
Form Number
Download
Must be between 0-25.
SPIA-1 Immediate Annuity Disclosure (CA, CT, FL, MT only)
01D1023
* Not available in Idaho
For any product related questions, please call Sales Support at 888-647-1371.