Midland Retirement Distributors Online Forms Library

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Midland Retirement Distributors
Suitability Comparison of Annuity Contracts
All products
Lit No: 26002Y
Revised: 05/22/2018
Form ID: 58118
Publish: 05/23/2018
Details
Midland Retirement Distributors
IncomeVantage Allocation Form
MNL IncomeVantage
Lit No: 26185Y
Revised: 08/01/2017
Form ID: 58299
Publish: 08/25/2017
Details
Midland Retirement Distributors
IncomeVantage 10 Disclosure NC
MNL IncomeVantage
Lit No: 25358Y-32
Revised: 06/01/2017
Form ID: 58300
Publish: 08/25/2017
Details
Midland Retirement Distributors
IncomeVantage 10 Disclosure MA
MNL IncomeVantage
Lit No: 25358Y-20
Revised: 06/01/2017
Form ID: 58301
Publish: 08/25/2017
Details
Midland Retirement Distributors
IncomeVantage 10 Disclosure
MNL IncomeVantage
Lit No: 26210Y
Revised: 07/01/2017
Form ID: 58302
Publish: 08/25/2017
Details
Midland Retirement Distributors
IncomeVantage 7 Disclosure
MNL IncomeVantage
Lit No: 26209Y
Revised: 07/01/2017
Form ID: 58303
Publish: 08/25/2017
Details
Midland Retirement Distributors
BenefitPay Allocation Form
MNL BenefitPay
Lit No: 25147Y
Revised: 08/01/2017
Form ID: 58304
Publish: 08/25/2017
Details
Midland Retirement Distributors
BenefitPay 10 Disclosure MA
MNL BenefitPay
Lit No: 25319Y-20
Revised: 07/01/2017
Form ID: 58305
Publish: 08/25/2017
Details
Midland Retirement Distributors
BenefitPay 10 Disclosure
MNL BenefitPay
Lit No: 26294Y
Revised: 08/22/2017
Form ID: 58306
Publish: 08/25/2017
Details
Midland Retirement Distributors
MNL Application AL
All products
Lit No: 22651Y-01
Revised: 10/01/2018
Form ID: 58307
Publish: 10/15/2018
Details
Midland Retirement Distributors
MNL Application CT
All products
Lit No: 22651Y-06
Revised: 10/01/2018
Form ID: 58308
Publish: 10/15/2018
Details
Midland Retirement Distributors
MNL Application FL
All products
Lit No: 22651Y-09
Revised: 10/01/2018
Form ID: 58309
Publish: 10/15/2018
Details
Midland Retirement Distributors
MNL Application Compact
All products
Lit No: ICC15-22651Y
Revised: 10/01/2018
Form ID: 58310
Publish: 10/15/2018
Details
Midland Retirement Distributors
MNL Application
All products
Lit No: 22651Y
Revised: 10/01/2018
Form ID: 58311
Publish: 10/15/2018
Details
Midland Retirement Distributors
IndexBuilder 10 Disclosure MA
MNL IndexBuilder
Lit No: 25258Y-20
Revised: 06/01/2017
Form ID: 58312
Publish: 08/25/2017
Details
Midland Retirement Distributors
IndexBuilder 10 Disclosure
MNL IndexBuilder
Lit No: 25258Y
Revised: 11/15/2017
Form ID: 58313
Publish: 11/30/2017
Details
Midland Retirement Distributors
Deferred Annuity Suitability Form
All products
Lit No: 26383Y
Revised: 09/01/2017
Form ID: 58314
Publish: 08/28/2017
Details
Midland Retirement Distributors
Endeavor Allocation Form
MNL Endeavor
Lit No: 27348Y
Revised: 04/17/2018
Form ID: 58315
Publish: 04/13/2018
Details
Midland Retirement Distributors
Endeavor 8 Plus Disclosure MA
MNL Endeavor
Lit No: 27345Y-20
Revised: 04/17/2018
Form ID: 58316
Publish: 04/13/2018
Details
Midland Retirement Distributors
Endeavor 8 Plus Disclosure
MNL Endeavor
Lit No: 27345Y
Revised: 07/17/2018
Form ID: 58317
Publish: 07/18/2018
Details
Midland Retirement Distributors
Endeavor 8 Disclosure MA
MNL Endeavor
Lit No: 27344Y-20
Revised: 04/17/2018
Form ID: 58318
Publish: 04/13/2018
Details
Midland Retirement Distributors
Endeavor 8 Disclosure
MNL Endeavor
Lit No: 27344Y
Revised: 07/17/2018
Form ID: 58319
Publish: 07/18/2018
Details
Midland Retirement Distributors
RetireVantage Allocation Form
MNL RetireVantage
Lit No: 25148Y
Revised: 04/01/2017
Form ID: 58320
Publish: 08/25/2017
Details
Midland Retirement Distributors
RetireVantage 10 Disclosure PA
MNL RetireVantage
Lit No: 26194Y-37
Revised: 07/01/2017
Form ID: 58321
Publish: 08/25/2017
Details
Midland Retirement Distributors
RetireVantage 10 Disclosure MA
MNL RetireVantage
Lit No: 26194Y-20
Revised: 07/01/2017
Form ID: 58322
Publish: 08/25/2017
Details
Midland Retirement Distributors
RetireVantage 10 Disclosure
MNL RetireVantage
Lit No: 26194Y
Revised: 07/01/2017
Form ID: 58323
Publish: 08/25/2017
Details
Midland Retirement Distributors
IndexBuilder Allocation Form
MNL IndexBuilder
Lit No: 25146Y
Revised: 04/01/2017
Form ID: 58324
Publish: 08/25/2017
Details
Midland Retirement Distributors
CA In-Home Visit Form
All products
Lit No: 9299Y
Revised: 01/01/2013
Form ID: 58353
Publish: 08/28/2017
Details
Midland Retirement Distributors
IncomeFocus Election Form NC
MNL Endeavor and MNL RetireVantage
Lit No: 24931Y-32
Revised: 12/01/2016
Form ID: 58354
Publish: 08/28/2017
Details
Midland Retirement Distributors
IncomeFocus Election Form CA, IL
MNL Endeavor and MNL RetireVantage
Lit No: 24932Y
Revised: 04/01/2017
Form ID: 58355
Publish: 08/28/2017
Details
Midland Retirement Distributors
IncomeFocus Election Form
MNL Endeavor and MNL RetireVantage
Lit No: 24931Y
Revised: 04/01/2017
Form ID: 58356
Publish: 08/28/2017
Details
Midland Retirement Distributors
Gold Index Disclosure Supplement
MNL IncomeVantage and MNL RetireVantage
Lit No: 14850Y
Revised: 04/01/2015
Form ID: 58357
Publish: 08/28/2017
Details
Midland Retirement Distributors
FL Accredited Investor Form
All products
Lit No: 14558Y
Revised: 01/01/2012
Form ID: 58358
Publish: 08/28/2017
Details
Midland Retirement Distributors
Certification of Trust Agreement
All products
Lit No: 10112Y
Revised: 09/01/2014
Form ID: 58359
Publish: 08/30/2017
Details
Midland Retirement Distributors
FL Comparative Information Form
All products
Lit No: 6153Y-A
Revised: 07/01/2014
Form ID: 58360
Publish: 08/28/2017
Details
Midland Retirement Distributors
FL External Replacement Form
All products
Lit No: 6153Y
Revised: 07/01/2014
Form ID: 58361
Publish: 08/28/2017
Details
Midland Retirement Distributors
NV Comparison Form
All products
Lit No: 12338Y-NV
Revised: 07/01/2014
Form ID: 58362
Publish: 08/28/2017
Details
Midland Retirement Distributors
FL Disclosure and Comparison Form
All products
Lit No: 25134Y
Revised: 06/01/2017
Form ID: 58363
Publish: 08/30/2017
Details
Midland Retirement Distributors
CA Elder Disclosure
All products
Lit No: 7572Y
Revised: 10/01/2013
Form ID: 58365
Publish: 08/25/2017
Details
Midland Retirement Distributors
AL Arbitration Agreement
All products
Lit No: 12538Y-01
Revised: 07/01/2014
Form ID: 58366
Publish: 08/28/2017
Details
Midland Retirement Distributors
AR Comparison Form
All products
Lit No: 12338Y-AR
Revised: 11/01/2015
Form ID: 58367
Publish: 08/28/2017
Details
Midland Retirement Distributors
FL Suitability Questionnaire
All products
Lit No: 21240Y
Revised: 12/01/2014
Form ID: 58368
Publish: 08/30/2017
Details
Midland Retirement Distributors
State Replacement Form WY
All products
Lit No: 18270Y-WY
Revised: 07/01/2014
Form ID: 58369
Publish: 08/28/2017
Details
Midland Retirement Distributors
State Replacement Form CA
All products
Lit No: 6779Y-Y
Revised: 07/01/2014
Form ID: 58370
Publish: 08/28/2017
Details
Midland Retirement Distributors
State Replacement Form WA
All products
Lit No: 6779Y-WA
Revised: 07/01/2014
Form ID: 58371
Publish: 08/28/2017
Details
Midland Retirement Distributors
State Replacement Form TN
All products
Lit No: 6779Y-TN
Revised: 07/01/2014
Form ID: 58372
Publish: 08/28/2017
Details
Midland Retirement Distributors
State Replacement Form PA
All products
Lit No: 6779Y-PA
Revised: 07/01/2014
Form ID: 58373
Publish: 08/28/2017
Details
Midland Retirement Distributors
State Replacement Form OK
All products
Lit No: 6779Y-OK
Revised: 07/01/2014
Form ID: 58374
Publish: 08/28/2017
Details
Midland Retirement Distributors
State Replacement Form NV
All products
Lit No: 6779Y-NV
Revised: 07/01/2014
Form ID: 58375
Publish: 08/28/2017
Details
Midland Retirement Distributors
NAIC State Replacement Form
All products
Lit No: 6779Y-NAIC
Revised: 11/01/2014
Form ID: 58376
Publish: 08/28/2017
Details
Midland Retirement Distributors
State Replacement Form MN
All products
Lit No: 6779Y-MN
Revised: 07/01/2014
Form ID: 58377
Publish: 08/28/2017
Details
Midland Retirement Distributors
State Replacement Form MA
All products
Lit No: 6779Y-MA
Revised: 07/01/2014
Form ID: 58378
Publish: 08/28/2017
Details
Midland Retirement Distributors
State Replacement Form KS
All products
Lit No: 6779Y-KS-B
Revised: 07/01/2014
Form ID: 58379
Publish: 08/28/2017
Details
Midland Retirement Distributors
Internal State Replacement Form KS
All products
Lit No: 6779Y-KS-A
Revised: 07/01/2014
Form ID: 58380
Publish: 08/28/2017
Details
Midland Retirement Distributors
State Replacement Form IN
All products
Lit No: 6779Y-IN
Revised: 07/01/2014
Form ID: 58381
Publish: 08/28/2017
Details
Midland Retirement Distributors
Additional State Replacement Form IL
All products
Lit No: 6779Y-IL-B
Revised: 07/01/2014
Form ID: 58382
Publish: 08/28/2017
Details
Midland Retirement Distributors
State Replacement Form IL
All products
Lit No: 6779Y-IL-A
Revised: 07/01/2014
Form ID: 58383
Publish: 08/28/2017
Details
Midland Retirement Distributors
State Replacement Form ID
All products
Lit No: 6779Y-ID
Revised: 07/01/2014
Form ID: 58384
Publish: 08/28/2017
Details
Midland Retirement Distributors
State Replacement Form FL
All products
Lit No: 6779Y-FL
Revised: 07/01/2014
Form ID: 58385
Publish: 08/28/2017
Details
Midland Retirement Distributors
State Replacement Form DE
All products
Lit No: 6779Y-DE
Revised: 09/01/2017
Form ID: 58386
Publish: 08/28/2017
Details
Midland Retirement Distributors
State Replacement Form
All annuities
Lit No: 6779Y
Revised: 07/01/2014
Form ID: 58387
Publish: 09/27/2018
Details
Midland Retirement Distributors
Guarantee Ultimate 5 Disclosure
Guarantee Ultimate
Lit No: 26092Y-5
Revised: 08/01/2017
Form ID: 58388
Publish: 08/25/2017
Details
Midland Retirement Distributors
Guarantee Ultimate 4 Disclosure
Guarantee Ultimate
Lit No: 26092Y-4
Revised: 08/01/2017
Form ID: 58389
Publish: 08/25/2017
Details
Midland Retirement Distributors
Guarantee Ultimate 3 Disclosure
Guarantee Ultimate
Lit No: 26092Y-3
Revised: 08/01/2017
Form ID: 58390
Publish: 08/25/2017
Details
Midland Retirement Distributors
S&P Low Vol Disclosure Supplement
MNL IndexBuilder, MNL BenefitPay, MNL IncomeVantage, MNL RetireVantage, MNL Endeavor
Lit No: 22370Y
Revised: 08/01/2016
Form ID: 58391
Publish: 08/28/2017
Details
Midland Retirement Distributors
Retire X-Cel Election Form PA
MNL RetireVantage
Lit No: 24930Y
Revised: 12/01/2016
Form ID: 58392
Publish: 08/28/2017
Details
Midland Retirement Distributors
MARC 5 Disclosure Supplement
MNL Endeavor and MNL IncomeVantage
Lit No: 26091Y
Revised: 07/01/2017
Form ID: 58393
Publish: 08/28/2017
Details
Midland Retirement Distributors
Guarantee Ultimate 8 Disclosure
Guarantee Ultimate
Lit No: 26092Y-8
Revised: 06/01/2017
Form ID: 58395
Publish: 08/25/2017
Details
Midland Retirement Distributors
Guarantee Ultimate 7 Disclosure
Guarantee Ultimate
Lit No: 26092Y-7
Revised: 06/01/2017
Form ID: 58396
Publish: 08/25/2017
Details
Midland Retirement Distributors
Single Premium Disclosure OH
Guarantee Ultimate, Guarantee Ultimate II, and MNL BenefitPay
Lit No: 6778Y-OH
Revised: 04/01/2014
Form ID: 58397
Publish: 08/28/2017
Details
Midland Retirement Distributors
Single Premium Disclosure KS
Guarantee Ultimate, Guarantee Ultimate II, and MNL BenefitPay
Lit No: 6778Y-KS
Revised: 04/01/2014
Form ID: 58398
Publish: 08/28/2017
Details
Midland Retirement Distributors
Payout Election Form - Immediate Annuity
Direct Income
Lit No: 11953Y
Revised: 09/01/2018
Form ID: 58399
Publish: 10/22/2018
Details
Midland Retirement Distributors
Immediate Annuity Suitability Form
Direct Income
Lit No: 26384Y
Revised: 09/01/2017
Form ID: 58400
Publish: 08/30/2017
Details
Midland Retirement Distributors
Guarantee Ultimate II Disclosure CA
Guarantee Ultimate II
Lit No: 25228Y
Revised: 06/01/2017
Form ID: 58401
Publish: 08/25/2017
Details
Midland Retirement Distributors
Guarantee Ultimate 10 Disclosure
Guarantee Ultimate
Lit No: 26092Y-10
Revised: 06/01/2017
Form ID: 58402
Publish: 08/25/2017
Details
Midland Retirement Distributors
Guarantee Ultimate 9 Disclosure
Guarantee Ultimate
Lit No: 26092Y-9
Revised: 06/01/2017
Form ID: 58403
Publish: 08/25/2017
Details
Midland Retirement Distributors
Customer Info Authorization Form
Lit No: 26455Y
Revised: 09/01/2018
Form ID: 59600
Publish: 10/19/2018
Details
Midland Retirement Distributors
Annuity Beneficiary Change Request
Lit No: 8849Y
Revised: 12/01/2018
Form ID: 61663
Publish: 11/28/2018
Details
Midland Retirement Distributors
Authorization to Transfer Funds
Lit No: 6780Y
Revised: 06/01/2016
Form ID: 61664
Publish: 04/19/2018
Details
Midland Retirement Distributors
Partial Surrender Request
Lit No: 6773Y
Revised: 01/01/2018
Form ID: 61665
Publish: 04/19/2018
Details
Midland Retirement Distributors
Required Minimum Distribution Request Form
Lit No: 6785Y
Revised: 08/01/2018
Form ID: 61740
Publish: 09/13/2018
Details
Midland Retirement Distributors
Annuity Suitability Form
For all annuities
Lit No: 27274Y
Revised: 05/22/2018
Form ID: 62391
Publish: 05/22/2018
Details
Midland Retirement Distributors
Lifetime Payment Election Form
Post-issue form
Lit No: 12272Y
Revised: 02/01/2018
Form ID: 62421
Publish: 06/01/2018
Details
Midland Retirement Distributors
NC IncomeStrategy GLWB Rider Disclosure
Summit IncomeStrategy
Lit No: 27610D-32
Revised: 06/01/2018
Form ID: 62811
Publish: 06/22/2018
Details
Midland Retirement Distributors
IncomeStrategy GLWB Rider Disclosure
Summit IncomeStrategy
Lit No: 27610D
Revised: 05/01/2018
Form ID: 62812
Publish: 06/22/2018
Details
Midland Retirement Distributors
Summit Edge 10 Disclosure - MA
Summit Edge
Lit No: 27246D-EDGE10-20
Revised: 06/01/2018
Form ID: 62813
Publish: 06/22/2018
Details
Midland Retirement Distributors
Summit Edge 10 Disclosure - CW
Summit Edge
Lit No: 27246D-EDGE10
Revised: 11/01/2018
Form ID: 62814
Publish: 11/21/2018
Details
Midland Retirement Distributors
Summit Edge 7 Disclosure - MA
Summit Edge
Lit No: 27246D-EDGE7-20
Revised: 06/01/2018
Form ID: 62815
Publish: 06/22/2018
Details
Midland Retirement Distributors
Summit Edge 7 Disclosure - CW
Summit Edge
Lit No: 27246D-EDGE7
Revised: 11/01/2018
Form ID: 62816
Publish: 11/21/2018
Details
Midland Retirement Distributors
Summit Edge 5 Disclosure - MA
Summit Edge
Lit No: 27246D-EDGE5-20
Revised: 06/01/2018
Form ID: 62817
Publish: 06/22/2018
Details
Midland Retirement Distributors
Summit Edge 5 Disclosure - CW
Summit Edge
Lit No: 27246D-EDGE5
Revised: 11/01/2018
Form ID: 62818
Publish: 11/21/2018
Details
Midland Retirement Distributors
Joint Annuitant Information
Summit Series
Lit No: 27516D
Revised: 03/01/2018
Form ID: 62819
Publish: 06/22/2018
Details
Midland Retirement Distributors
Fixed Annuity Application - DC
Summit Series
Lit No: 27247D-08
Revised: 03/01/2018
Form ID: 62820
Publish: 06/26/2018
Details
Midland Retirement Distributors
Fixed Annuity Application - CW
Summit Series
Lit No: 27247D
Revised: 03/01/2018
Form ID: 62821
Publish: 06/26/2018
Details
Midland Retirement Distributors
Fixed Annuity Application - FL
Summit Series
Lit No: 27247D-09
Revised: 03/01/2018
Form ID: 62822
Publish: 06/26/2018
Details
Midland Retirement Distributors
Individual Annuity Application - CW
Summit Series
Lit No: ICC18-27247D
Revised: 03/01/2018
Form ID: 62823
Publish: 09/27/2018
Details
Midland Retirement Distributors
Systematic Withdrawal Form
Lit No: 7826Y
Revised: 02/01/2018
Form ID: 63440
Publish: 08/08/2018
Details
Midland Retirement Distributors
Partial Systematic WD Request
Annuity Series
Lit No: 28045Y
Revised: 08/01/2018
Form ID: 63579
Publish: 08/31/2018
Details
Midland Retirement Distributors
Agent Change of Record Request
Annuity Series
Lit No: 12595Y
Revised: 07/01/2018
Form ID: 63650
Publish: 09/06/2018
Details
Midland Retirement Distributors
Summit Discovery 7 Disclosure - MA
Summit Discovery 7
Lit No: 27821D-DISC7-20
Revised: 09/25/2018
Form ID: 63841
Publish: 09/19/2018
Details
Midland Retirement Distributors
Summit Discovery 7 Disclosure
Summit Discovery
Lit No: 27821D-DISC7
Revised: 09/25/2018
Form ID: 63842
Publish: 09/19/2018
Details
Midland Retirement Distributors
Electronic Funds Transfer for Withdrawals form
MNL Electronic Funds Transfer form
Lit No: 6775Y
Revised: 06/01/2013
Form ID: 64244
Publish: 10/08/2018
Details
Midland Retirement Distributors
Summit Series Application
All products
Lit No: ICC18-28005D
Revised: 07/01/2018
Form ID: 64288
Publish: 10/12/2018
Details
Midland Retirement Distributors
Beneficiary Restricted Payout Option
Lit No: 27582Y
Revised: 10/01/2018
Form ID: 64289
Publish: 11/12/2018
Details
Midland Retirement Distributors
Summit Series Application
All products
Lit No: 28005D-08
Revised: 07/01/2018
Form ID: 64290
Publish: 10/12/2018
Details
Midland Retirement Distributors
Summit Series Application
All products
Lit No: 28005D-09
Revised: 07/01/2018
Form ID: 64291
Publish: 10/12/2018
Details
Midland Retirement Distributors
Summit Series Application
All products
Lit No: 28005D
Revised: 07/01/2018
Form ID: 64292
Publish: 10/12/2018
Details
Midland Retirement Distributors
SRS NQ Stretch Distribution Option
Lit No: 27739Y
Revised: 10/01/2018
Form ID: 64340
Publish: 10/15/2018
Details
Midland Retirement Distributors
SRS Inherited IRA Distribution Option
Lit No: 27740Y
Revised: 10/01/2018
Form ID: 64341
Publish: 10/15/2018
Details
Midland Retirement Distributors
Summit IncomeStrategy GLWB Election & Disc Form
Summit IncomeStrategy
Lit No: 27610D-04
Revised: 11/01/2018
Form ID: 64861
Publish: 11/21/2018
Details

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Aberdeen Asset Management
AIG Annuities - Fixed
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Clark Capital
CLS Investments
CNL
College Choice 529
College Counts 529 Fund --NEW--
College SAVE --NEW--
CollegeBound 529 --NEW--
Columbia Threadneedle
Community National Bank
Cottonwood Residential
Cunat
CV Data Center Growth & Income REIT
Cypress Leasing
Davis Funds
Delaware Funds
Delaware Life Insurance
Dodge & Cox
DoubleLine Funds
Dreyfus
Driehaus Capital Management
Dunham & Associates Investment Counsel
Eagle Asset Management
Eagle Life Insurance Co
Eaton Vance
Edgar Lomax
Edgewood Funds
Empire Financial Group
Evolv Capital
Fairholme Funds
Federated Investors
Fidelity & Guaranty Life
Fidelity Advisors
Fidelity Investments Institutional Wealth Services
First Eagle Funds
First Investor Funds
FolioFN
Forethought Distributors
Forward Funds - Salient Partners
Franklin Square Capital Partners
Franklin Templeton
FSC Securities Corp
FTJ FundChoice
Future Scholar
Gabelli Funds
Goldman Sachs Asset Management
GPB
Great-West Financial
Greenbacker
Griffin Capital
Guggenheim Investments
Harbor Funds
Hartford Investment Financial Svcs - Mutual Funds
Hartford Investment Financial Svcs College Plans
Hartford Life Insurance Company - Life Ins
Heartland Advisors
Hennessy Funds
Highland Capital Management
Hines
Homestead Funds
Horizon Investments
ICON Advisers Inc.
Infinity Funds
Inland Securities
Integrity (W&S Financial Group Distributors)-FA
Integrity (W&S Financial Group Distributors)-VA
Integrity Viking Funds
Invesco
IVY Investments
J.P. Morgan Clearing Corp
J.P. Morgan Funds
Jackson National Life Insurance Company
James Advantage Funds --NEW--
Jensen Funds
JLL Income Property Trust
John Hancock Freedom 529
John Hancock Investments
John Hancock Life Ins Co - Life Insurance
Kansas City Life Ins
KBS REIT
Keeley Funds
Knighthead Annuities
Learning Quest
Leuthold Weeden Capital Management
Liberty Trust Company
Life Insurance Company of the Southwest (LSW)
Lincoln Financial Group - Annuities
Lincoln Financial Group - Life Ins
Lincoln Property Company
Lindner Capital Advisors
Lodging Opportunity Fund, REIT
Lonestar 529
Loomis Sayles Funds
Lord Abbett & Co.
Loring Ward
MacKenzie Realty Capital
Mainstar Trust
MainStay Investments
Manning & Napier
MassMutual - Annuities
MassMutual - Disability Income
MassMutual - Life
MassMutual - Long Term Care
Matthews Asia
Megatel Capital Investment
MFS Investment Management
Midland IRA
Midland National Life
Midland Retirement Distributors
Moody National REIT II
MVP Reit
Nassau Re --NEW--
National Integrity (W&S Financial Group Dist) - FA
National Integrity (W&S Financial Group Dist) - VA
National Life Insurance Company
Nationwide Advisory Solutions
Nationwide Annuities
Nationwide Insurance
Natixis Funds
NEST 529 Advisor Plan --NEW--
New York Life Annuities
NFS (National Financial Services)
Nicholas Family of Funds
Nuveen Advisory
Oakmark Funds
OCM Gold Fund
Old Mutual
OneAmerica Securities
Oppenheimer Funds
Owl Rock
Pacific Advisors Fund
Pacific Funds
Pacific Life & Annuity (NY-Annuities)
Pacific Life & Annuity (NY-Life Insurance)
Pacific Life (Annuities)
Pacific Life (Life Insurance)
Pacific Life Magnastar
Parnassus Funds
Pax World Funds
Peachtree Hotel Group --NEW--
Permanent Portfolio Funds
Perritt Funds
Pershing
Pershing Advisor Solutions
Phillips Edison
PIMCO
Preferred Apartment Communities
Preferred Capital Securities
Principal Financial Group
Principal Funds
Private Client Services
ProFunds
Protective Life Insurance Company
Provasi Capital Partners
Prudential - M Group
Prudential Annuities
Prudential Annuities (Advanced Series)
Prudential Mutual Funds
Prudential Premier Investment
Prudential Premier Retirement
PruSecure Fixed Indexed Annuity
Putnam Funds
Quaker Funds
RBC Capital Markets
Reliance Standard
ReliaStar Life Insurance Company of New York
Resource Real Estate Opportunity REIT
RK Properties
Rodin Global Property Trust
Royal Alliance
Royce Funds
S2K Financial
SagePoint Financial
Sammons Retirement Solutions
Saratoga Capital Management
Scholars Choice
Security Benefit Life
SEI (Trust 3000 Forms Only)
SEI (Wealth Platform Forms Only)
Selected Funds
Shopoff Realty Investments
Sierra Income Corporation
Sit Mutual Funds
Spire Investment Partners, LLC
Steben & Company
Stira Capital Markets Group
Strategic Equity Management
Strategic Storage Growth Trust
Strategic Storage Trust II
Strategic Storage Trust IV, Inc
Strategic Student & Senior Housing Trust, Inc
Sun Life of Canada - Annuities
Talcott Resolution - Annuities
TCA by E-TRADE
TD Ameritrade
Terra Capital Partners
The Pacific Financial Group
The Standard
Thornburg Investment Management
Time Equities
Timothy Plan
Tocqueville Funds
Toews Corporation
Touchstone Investments
Transamerica Life Insurance Co - Annuity
Transamerica Life Insurance Co - Insurance
Transamerica Mutual Funds
TriLinc Global Impact Fund
Triloma
Triton Pacific Investment Corporation & TB, LP
US Government
VALIC
Van Eck Global
Victory Funds
Virtus Funds
Voya - Annuities
Voya - Life Insurance
Voya Investment Management
W P Carey & Co.
Wasatch Funds
Waveland Energy Partners
WBI Investments
Weitz Funds
Wells Fargo Advantage Funds
Western National - American General
Western National - US Life
Western-Southern
WNC Housing Credit
Woodbury Financial Services, Inc
Yorktown Funds

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