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Welcome to the Forms & Marketing Web Site
Here, you will find a complete library of new business forms and marketing materials that you need to sell GAFRI-company products.

    New Business Forms Wizard           Marketing Materials        

Complete the information requested below to obtain the forms you need to write new business. Please note that the forms required for the IncomeSustainer rider are included on the indexed product application and strategy selection documents when available.

If applicable in your state, you must also complete the required product-specific training and continuing education course prior to submitting new business. The date on which the new business paperwork is completed must be at least one day after the required training is completed. New business will be rejected and returned to you if you do not comply with these procedures.

Warning: Print Scaling must be set to None to ensure that forms print with the appropriate font size.


* Required
* Product
* State
* What is the Tax Qualification for the product being sold?
*Is there a replacement involved?
 

*Is the client age 65 or over?
 

*Is there a trust involved?
 

*Is there a POA (Power of Attorney) involved?
 

*Is there a transfer involved?
 

*Are there multiple beneficiaries?
 

*Does your client require Bank Draft?
 

* Would you like to

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