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Sammons Retirement Solutions
60+ Disclosure - CA
LiveWell Variable Annuity
Lit No: 15591V
Revised: 05/31/2018
Form ID: 29161
Publish: 06/06/2012
Details
Sammons Retirement Solutions
Substantially Equal Periodic Payments
LiveWell Mutual Fund IRA Series
Lit No: 15472M
Revised: 03/13/2013
Form ID: 29162
Publish: 04/17/2013
Details
Sammons Retirement Solutions
MF Series Allocation Change Request Form
LiveWell Mutual Fund IRA Series
Lit No: 15467M
Revised: 05/01/2018
Form ID: 29164
Publish: 05/02/2018
Details
Sammons Retirement Solutions
Variable Annuity Allocation Change Request
LiveWell Variable Annuity
Lit No: 15178V
Revised: 05/01/2018
Form ID: 29165
Publish: 05/02/2018
Details
Sammons Retirement Solutions
Certification of Trust Agreement Mutual Fund IRA
LiveWell Mutual Fund Series
Lit No: 15466M
Revised: 01/01/2016
Form ID: 29167
Publish: 02/02/2016
Details
Sammons Retirement Solutions
Account Access Authorization
LiveWell Mutual Fund IRA Series
Lit No: 15176M
Revised: 05/01/2018
Form ID: 29170
Publish: 04/27/2018
Details
Sammons Retirement Solutions
MF Dollar Cost Averaging Program Form
LiveWell Mutual Fund Series
Lit No: 15477M
Revised: 05/01/2018
Form ID: 29173
Publish: 04/27/2018
Details
Sammons Retirement Solutions
Dollar Cost Averaging Program
LiveWell Variable Annuity
Lit No: 15175V
Revised: 05/01/2018
Form ID: 29174
Publish: 04/27/2018
Details
Sammons Retirement Solutions
Foreign Death Questionnaire
Lit No: 15819M
Revised: 03/01/2013
Form ID: 29177
Publish: 04/17/2013
Details
Sammons Retirement Solutions
IRA Recharacterization Mutual Fund IRA
LiveWell Mutual Fun Series
Lit No: 15473M
Revised: 12/01/2015
Form ID: 29182
Publish: 12/02/2015
Details
Sammons Retirement Solutions
Mutual Fund IRA Application (all funds)
LiveWell Mutual Fund IRA
Lit No: 15461M
Revised: 05/01/2018
Form ID: 29184
Publish: 04/27/2018
Details
Sammons Retirement Solutions
Mutual Fund IRA Application (short form)
LiveWell Mutual Fund IRA
Lit No: 15462M
Revised: 05/01/2018
Form ID: 29185
Publish: 04/27/2018
Details
Sammons Retirement Solutions
Non-Financial Change Request Form
LiveWell Mutual Fund Series
Lit No: 15469M
Revised: 10/01/2015
Form ID: 29188
Publish: 10/23/2015
Details
Sammons Retirement Solutions
Partial Withdrawal or Full Distribution Request
LiveWell Mutual Fund Series
Lit No: 15468M
Revised: 12/01/2015
Form ID: 29191
Publish: 12/21/2015
Details
Sammons Retirement Solutions
Replacement Form - IL
Lit No: 15859V-12
Revised: 12/01/2011
Form ID: 29192
Publish: 06/06/2012
Details
Sammons Retirement Solutions
RMD Request Mutual Fund IRA
LiveWell Mutual Fund IRA
Lit No: 15470M
Revised: 05/01/2018
Form ID: 29211
Publish: 05/04/2018
Details
Sammons Retirement Solutions
Roth IRA Conversion Mutual Funds IRA
LiveWell Mutual Fund IRA Series
Lit No: 15813M
Revised: 05/01/2018
Form ID: 29213
Publish: 04/20/2018
Details
Sammons Retirement Solutions
Transfer/Rollover Request
LiveWell Mutual Fund IRA Series
Lit No: 15464M
Revised: 08/01/2017
Form ID: 29215
Publish: 07/24/2017
Details
Sammons Retirement Solutions
Variable Annuity Application (Compact) (5, 6, 7)
LiveWell Variable Annuity
Lit No: ICC14-15137V
Revised: 05/01/2018
Form ID: 29217
Publish: 04/27/2018
Details
Sammons Retirement Solutions
Variable Annuity Application (FL) (5, 6, 7)
LiveWell Variable Annuity
Lit No: 15137V-09-5
Revised: 05/01/2018
Form ID: 29218
Publish: 04/27/2018
Details
Sammons Retirement Solutions
Change of Agent/Representative Request Form
LiveWell Annuity Series
Lit No: 15189H
Revised: 10/01/2017
Form ID: 31346
Publish: 01/04/2018
Details
Sammons Retirement Solutions
Plus Mutual Fund IRA Application (all funds)
LiveWell Plus Mutual Fund IRA
Lit No: 17239M
Revised: 05/01/2018
Form ID: 31718
Publish: 04/27/2018
Details
Sammons Retirement Solutions
Plus Mutual Fund IRA Application (short form)
LiveWell Plus Mutual Fund IRA
Lit No: 17388M
Revised: 05/01/2018
Form ID: 31719
Publish: 04/27/2018
Details
Sammons Retirement Solutions
Change of Registered Representative Request
LiveWell Mutual Fund Series
Lit No: 15189M
Revised: 05/01/2018
Form ID: 31988
Publish: 04/27/2018
Details
Sammons Retirement Solutions
Inherited IRA Distribution Option Form
LiveWell Mutual Fund IRA Series
Lit No: 16827M
Revised: 12/01/2015
Form ID: 32270
Publish: 01/06/2016
Details
Sammons Retirement Solutions
Live Well Mutual Fund IRA
Lit No: 16756M
Revised: 01/01/2013
Form ID: 32713
Publish: 05/22/2013
Details
Sammons Retirement Solutions
Variable Annuity App (Select States) (5,6,7)
LiveWell Variable Annuity
Lit No: 15137V
Revised: 05/01/2018
Form ID: 34719
Publish: 04/27/2018
Details
Sammons Retirement Solutions
LiveWell Verification of Identity
Lit No: 19304A
Revised: 09/29/2017
Form ID: 36285
Publish: 09/28/2017
Details
Sammons Retirement Solutions
LiveWell Non-Resident Verification
Lit No: 19305A
Revised: 10/01/2017
Form ID: 36286
Publish: 12/01/2017
Details
Sammons Retirement Solutions
Certification of Trust Agreement
LiveWell Annuity Series
Lit No: 19306A
Revised: 10/01/2017
Form ID: 36287
Publish: 12/01/2017
Details
Sammons Retirement Solutions
LiveWell Inherited IRA Distribution Option
LiveWell Annuity Series
Lit No: 19339A
Revised: 10/01/2017
Form ID: 36288
Publish: 12/01/2017
Details
Sammons Retirement Solutions
Partial Withdrawal or Full Surrender Request
LiveWell Annuity Series
Lit No: 19504A
Revised: 10/01/2017
Form ID: 36289
Publish: 12/01/2017
Details
Sammons Retirement Solutions
State Replacement Form
LiveWell Annuity Series
Lit No: 19506A
Revised: 10/01/2017
Form ID: 36291
Publish: 12/01/2017
Details
Sammons Retirement Solutions
LiveWell Replacement - CA
LiveWell Annuity Series
Lit No: 19506A-04
Revised: 10/01/2017
Form ID: 36292
Publish: 12/01/2017
Details
Sammons Retirement Solutions
LiveWell Replacement - DE
Lit No: 19506A-07
Revised: 10/01/2017
Form ID: 36293
Publish: 12/01/2017
Details
Sammons Retirement Solutions
State Replacement Form - FL
LiveWell Annuity Series
Lit No: 19506A-09
Revised: 10/01/2017
Form ID: 36294
Publish: 12/01/2017
Details
Sammons Retirement Solutions
LiveWell Replacement - ID
Lit No: 19506A-11
Revised: 10/01/2017
Form ID: 36295
Publish: 12/01/2017
Details
Sammons Retirement Solutions
LiveWell Replacement - IL
LiveWell Annuity Series
Lit No: 19506A-12-A
Revised: 12/04/2017
Form ID: 36296
Publish: 12/01/2017
Details
Sammons Retirement Solutions
LiveWell Replacement - IN
LiveWell Annuity Series
Lit No: 19506A-13
Revised: 10/01/2017
Form ID: 36297
Publish: 12/01/2017
Details
Sammons Retirement Solutions
LiveWell Replacement - KS
LiveWell Annuity Series
Lit No: 19506A-15
Revised: 10/01/2017
Form ID: 36298
Publish: 12/01/2017
Details
Sammons Retirement Solutions
State Replacement - MA
LiveWell Annuity Series
Lit No: 19506A-20
Revised: 10/01/2017
Form ID: 36299
Publish: 12/01/2017
Details
Sammons Retirement Solutions
LiveWell Replacement - MN
LiveWell Annuity Series
Lit No: 19506A-22
Revised: 10/01/2017
Form ID: 36300
Publish: 12/01/2017
Details
Sammons Retirement Solutions
LiveWell Replacement - NV
Lit No: 19506A-27
Revised: 10/01/2017
Form ID: 36302
Publish: 12/01/2017
Details
Sammons Retirement Solutions
LiveWell Replacement - OK
LiveWell Annuity Series
Lit No: 19506A-35
Revised: 10/01/2017
Form ID: 36303
Publish: 12/01/2017
Details
Sammons Retirement Solutions
PA State Replacement Form
LiveWell Annuity Series
Lit No: 19506A-37
Revised: 10/01/2017
Form ID: 36304
Publish: 12/01/2017
Details
Sammons Retirement Solutions
State Replacement Form - TN
LiveWell Annuity Series
Lit No: 19506A-41
Revised: 10/01/2017
Form ID: 36305
Publish: 12/01/2017
Details
Sammons Retirement Solutions
State Replacement Form - WA
LiveWell Annuity Series
Lit No: 19506A-46
Revised: 10/01/2017
Form ID: 36306
Publish: 12/01/2017
Details
Sammons Retirement Solutions
LiveWell Replacement - WY
Lit No: 19506A-49
Revised: 10/01/2017
Form ID: 36307
Publish: 12/01/2017
Details
Sammons Retirement Solutions
Beneficiary Designation with Restricted Payout
LiveWell Annuity Series
Lit No: 19507A
Revised: 10/01/2017
Form ID: 36308
Publish: 12/01/2017
Details
Sammons Retirement Solutions
LiveWell Internal Exchange
Lit No: 19508A
Revised: 10/01/2017
Form ID: 36309
Publish: 12/01/2017
Details
Sammons Retirement Solutions
LiveWell Non-Qualified Stretch Distribution Option
Lit No: 19509A
Revised: 10/01/2017
Form ID: 36310
Publish: 12/01/2017
Details
Sammons Retirement Solutions
LiveWell Required Minimum Distribution Request
Lit No: 19510A
Revised: 10/01/2017
Form ID: 36311
Publish: 01/04/2018
Details
Sammons Retirement Solutions
72(t)/72(q) Substantially Equal Periodic Payments
LiveWell Annuity Series
Lit No: 19511A
Revised: 10/01/2017
Form ID: 36312
Publish: 01/04/2018
Details
Sammons Retirement Solutions
LiveWell IRA Recharacterization
Lit No: 19512A
Revised: 10/01/2017
Form ID: 36313
Publish: 01/04/2018
Details
Sammons Retirement Solutions
LiveWell Non-Financial Change Request
LiveWell Annuity Series
Lit No: 19513A
Revised: 09/29/2017
Form ID: 36314
Publish: 09/19/2017
Details
Sammons Retirement Solutions
LiveWell Roth IRA Conversion Form
LiveWell Annuity Series
Lit No: 19515A
Revised: 05/01/2018
Form ID: 36316
Publish: 04/27/2018
Details
Sammons Retirement Solutions
LiveWell Collateral Assignment
Lit No: 19516A
Revised: 10/01/2017
Form ID: 36317
Publish: 01/04/2018
Details
Sammons Retirement Solutions
LiveWell Duplicate Contract Request
Lit No: 19517A
Revised: 10/01/2017
Form ID: 36318
Publish: 01/04/2018
Details
Sammons Retirement Solutions
LiveWell Annuitization Form
LiveWell Annuity Series
Lit No: 19518A
Revised: 10/01/2017
Form ID: 36319
Publish: 01/04/2018
Details
Sammons Retirement Solutions
LiveWell Life Only Disclaimer
LiveWell Annuity Series
Lit No: 19519A
Revised: 10/01/2017
Form ID: 36320
Publish: 01/04/2018
Details
Sammons Retirement Solutions
Contract Access Authorization Form
LiveWell Annuity Series
Lit No: 19520A
Revised: 10/31/2017
Form ID: 36321
Publish: 11/06/2017
Details
Sammons Retirement Solutions
LiveWell Fixed Index Annuity CA 65+ Disclosure
Lit No: 19522A
Revised: 10/01/2017
Form ID: 36322
Publish: 12/01/2017
Details
Sammons Retirement Solutions
Internal Replacement Form - FL
LiveWell Annuity Series
Lit No: 19523A-09
Revised: 10/01/2017
Form ID: 36323
Publish: 12/01/2017
Details
Sammons Retirement Solutions
LiveWell Additional Replacement - IL
LiveWell Annuity Series
Lit No: 19524A-12-B
Revised: 10/01/2017
Form ID: 36324
Publish: 12/01/2017
Details
Sammons Retirement Solutions
KS Internal Replacement Form
LiveWell Annuity Series
Lit No: 19525A-15
Revised: 10/01/2017
Form ID: 36325
Publish: 12/01/2017
Details
Sammons Retirement Solutions
FL Disclosure and Comparison Form
LiveWell Annuity Series
Lit No: 19528A-09
Revised: 09/01/2017
Form ID: 36327
Publish: 08/30/2017
Details
Sammons Retirement Solutions
LiveWell 1035 Exchange/Transfer Request
LiveWell Annuity Series
Lit No: 19529A
Revised: 10/01/2017
Form ID: 36328
Publish: 12/01/2017
Details
Sammons Retirement Solutions
LiveWell Electronic Delivery Consent
Lit No: 19530A
Revised: 05/31/2018
Form ID: 36329
Publish: 04/25/2014
Details
Sammons Retirement Solutions
LiveWell Fixed Index Annuity Account Allocation
LiveWell Fixed Index Annuity
Lit No: 19531I
Revised: 02/09/2017
Form ID: 36330
Publish: 01/31/2017
Details
Sammons Retirement Solutions
LiveWell FIA Series Rider Withdrawal Form
LiveWell Fixed Indexed Annuity Series
Lit No: 19534I
Revised: 02/06/2017
Form ID: 36331
Publish: 02/06/2017
Details
Sammons Retirement Solutions
Variable Annuity Application (MT) (5, 6, 7)
LiveWell Variable Annuity
Lit No: 15137V-25
Revised: 05/01/2018
Form ID: 37179
Publish: 04/27/2018
Details
Sammons Retirement Solutions
Custodial Account Form for UGMA/UTMA
LiveWell Annuity Series
Lit No: 19692A
Revised: 03/01/2014
Form ID: 38222
Publish: 09/24/2014
Details
Sammons Retirement Solutions
Annuity Suitability Questionnaire - FL
LiveWell Annuity Series
Lit No: 20901A-09
Revised: 10/01/2017
Form ID: 40537
Publish: 12/01/2017
Details
Sammons Retirement Solutions
Guarantee Annuity Application FL
LiveWell Guarantee Annuity
Lit No: 20898G-09
Revised: 03/01/2018
Form ID: 40942
Publish: 02/26/2018
Details
Sammons Retirement Solutions
Guarantee Annuity Application Compact
LiveWell Guarantee Annuity
Lit No: ICC15-20898G
Revised: 03/01/2018
Form ID: 40943
Publish: 02/26/2018
Details
Sammons Retirement Solutions
Guarantee Annuity Application CT
LiveWell Guarantee Annuity
Lit No: 20898G-06
Revised: 03/01/2018
Form ID: 41021
Publish: 02/26/2018
Details
Sammons Retirement Solutions
Guarantee Annuity Application Multi-State
LiveWell Guarantee Annuity
Lit No: 20898G
Revised: 03/01/2018
Form ID: 41022
Publish: 02/26/2018
Details
Sammons Retirement Solutions
Guarantee Annuity Disclosure Statement
LiveWell Guarantee Annuity
Lit No: 20899G
Revised: 06/09/2017
Form ID: 41024
Publish: 06/08/2017
Details
Sammons Retirement Solutions
Additional Contribution Acknowledgment Form
LiveWell Mutual Fund IRA Series
Lit No: 21927M
Revised: 01/01/2018
Form ID: 41203
Publish: 02/02/2018
Details
Sammons Retirement Solutions
Annuity Suitability Form
LiveWell Annuity Series
Lit No: 19604A
Revised: 05/22/2018
Form ID: 41387
Publish: 05/21/2018
Details
Sammons Retirement Solutions
AL Arbitration Agreement
LiveWell Annuity Series
Lit No: 19597A
Revised: 10/01/2017
Form ID: 41715
Publish: 12/01/2017
Details
Sammons Retirement Solutions
SPDA Disclosure OH
LiveWell Guarantee Annuity
Lit No: 22178G-OH
Revised: 09/01/2017
Form ID: 41716
Publish: 09/05/2017
Details
Sammons Retirement Solutions
SPDA Disclosure KS
LiveWell Guarantee Annuity
Lit No: 22178G-KS
Revised: 09/01/2017
Form ID: 41717
Publish: 08/30/2017
Details
Sammons Retirement Solutions
Fixed Index Annuity Application - ICC
LiveWell Fixed Index Annuity
Lit No: ICC15-21577I
Revised: 02/27/2018
Form ID: 42966
Publish: 02/26/2018
Details
Sammons Retirement Solutions
Fixed Index Annuity Application - CT
LiveWell Fixed Index Annuity
Lit No: 21577I-06
Revised: 02/27/2018
Form ID: 43098
Publish: 02/26/2018
Details
Sammons Retirement Solutions
Fixed Index Annuity Application - SC
LiveWell Fixed Index Annuity
Lit No: 21577I-39
Revised: 02/27/2018
Form ID: 43099
Publish: 02/26/2018
Details
Sammons Retirement Solutions
Fixed Index Annuity Application - ME
LiveWell Fixed Index Annuity
Lit No: 21577I-18
Revised: 02/27/2018
Form ID: 43100
Publish: 02/26/2018
Details
Sammons Retirement Solutions
Fixed Index Annuity Application - RI
LiveWell Fixed Index Annuity
Lit No: 21577I-38
Revised: 02/27/2018
Form ID: 43101
Publish: 02/26/2018
Details
Sammons Retirement Solutions
Fixed Index Annuity Application - MA
LiveWell Fixed Index Annuity
Lit No: 21577I-20
Revised: 02/27/2018
Form ID: 43102
Publish: 02/26/2018
Details
Sammons Retirement Solutions
Fixed Index Annuity Application - FL
LiveWell Fixed Index Annuity
Lit No: 21577I-09
Revised: 02/27/2018
Form ID: 43103
Publish: 02/26/2018
Details
Sammons Retirement Solutions
Fixed Index Annuity Application - AZ
LiveWell Fixed Index Annuity
Lit No: 21577I-02
Revised: 02/27/2018
Form ID: 43104
Publish: 02/26/2018
Details
Sammons Retirement Solutions
Fixed Index Annuity Application - NH
LiveWell Fixed Index Annuity
Lit No: 21577I-28
Revised: 02/27/2018
Form ID: 43105
Publish: 02/26/2018
Details
Sammons Retirement Solutions
Fixed Index Annuity Application - TX
LiveWell Fixed Index Annuity
Lit No: 21577I-42
Revised: 02/27/2018
Form ID: 43106
Publish: 02/26/2018
Details
Sammons Retirement Solutions
FIA Disclosure Statement (MA)
LiveWell Fixed Index Annuity
Lit No: 21862I-20
Revised: 01/01/2017
Form ID: 43121
Publish: 12/27/2016
Details
Sammons Retirement Solutions
FIA Disclosure Statement (TX)
LiveWell Fixed Index Annuity
Lit No: 21862I-42
Revised: 01/01/2017
Form ID: 43122
Publish: 12/27/2016
Details
Sammons Retirement Solutions
FIA Disclosure Statement (NV,SC)
LiveWell Fixed Index Annuity
Lit No: 21862I-99
Revised: 01/01/2017
Form ID: 43123
Publish: 12/27/2016
Details
Sammons Retirement Solutions
FIA Disclosure Statement (FL)
LiveWell Fixed Index Annuity
Lit No: 21862I-09
Revised: 01/01/2017
Form ID: 43125
Publish: 12/27/2016
Details
Sammons Retirement Solutions
FIA Disclosure Statement (CT)
LiveWell Fixed Index Annuity
Lit No: 21862I-06
Revised: 01/01/2017
Form ID: 43126
Publish: 12/27/2016
Details
Sammons Retirement Solutions
FIA Disclosure Statement (Multi-State)
LiveWell Fixed Index Annuity
Lit No: 21862I
Revised: 01/01/2017
Form ID: 43127
Publish: 12/27/2016
Details
Sammons Retirement Solutions
FIA Disclosure Statement - CA
LiveWell Fixed Index Annuity
Lit No: 21862I-04
Revised: 03/20/2017
Form ID: 44551
Publish: 03/14/2017
Details
Sammons Retirement Solutions
Understanding The MVA For LiveWell MYGA-Compact
LiveWell Guarantee Annuity
Lit No: 21268G-ICC
Revised: 09/29/2017
Form ID: 46238
Publish: 09/20/2017
Details
Sammons Retirement Solutions
Understanding The MVA For LiveWell MYGA
LiveWell Guarantee Annuity
Lit No: 21268G
Revised: 09/29/2017
Form ID: 46239
Publish: 09/20/2017
Details
Sammons Retirement Solutions
Additional Premium Acknowledgement Form
LiveWell Annuity Series
Lit No: 23213A
Revised: 01/01/2018
Form ID: 46344
Publish: 02/02/2018
Details
Sammons Retirement Solutions
Mutual Fund IRA Disclosure Statement
LiveWell Mutual Fund IRA
Lit No: 15810M
Revised: 01/01/2018
Form ID: 46450
Publish: 02/05/2018
Details
Sammons Retirement Solutions
Mutual Fund Plus IRA Disclosure Statement
LiveWell Plus Mutual Fund IRA
Lit No: 17248M
Revised: 01/01/2018
Form ID: 46451
Publish: 02/05/2018
Details
Sammons Retirement Solutions
FIA Disclosure Statement - DE
LiveWell Fixed Index Annuity
Lit No: 21862I-07
Revised: 01/01/2017
Form ID: 47241
Publish: 12/27/2016
Details
Sammons Retirement Solutions
Arkansas Replacement Disclosure Comparison
LiveWell Fixed Index Annuity
Lit No: 24551A-03
Revised: 10/01/2017
Form ID: 50681
Publish: 12/01/2017
Details
Sammons Retirement Solutions
Nevada Replacement Disclosure Comparison Statement
LiveWell Fixed Index Annuity
Lit No: 24550A-27
Revised: 10/01/2017
Form ID: 50682
Publish: 12/01/2017
Details
Sammons Retirement Solutions
Preferred FIA Disclosure Statement
LiveWell Preferred Fixed Index Annuity
Lit No: 24711I
Revised: 02/01/2017
Form ID: 53508
Publish: 03/31/2017
Details
Sammons Retirement Solutions
Preferred FIA Disclosure Statement (5 and 7yr)
LiveWell Preferred Fixed Index Annuity
Lit No: 25102I
Revised: 02/01/2017
Form ID: 53509
Publish: 03/31/2017
Details
Sammons Retirement Solutions
Understanding The MVA For LiveWell Preferred FIA
LiveWell Preferred Fixed Index Annuity
Lit No: 24841I
Revised: 02/01/2017
Form ID: 53510
Publish: 01/23/2017
Details
Sammons Retirement Solutions
Preferred FIA Application - Compact
LiveWell Preferred Fixed Index Annuity
Lit No: ICC16-24574I
Revised: 02/27/2018
Form ID: 53511
Publish: 02/26/2018
Details
Sammons Retirement Solutions
Preferred FIA Application- FL
LiveWell Preferred Fixed Index Annuity
Lit No: 24574I-09
Revised: 02/27/2018
Form ID: 53512
Publish: 02/26/2018
Details
Sammons Retirement Solutions
Preferred FIA Application
LiveWell Preferred Fixed Index Annuity
Lit No: 24574I
Revised: 02/27/2018
Form ID: 53513
Publish: 02/26/2018
Details
Sammons Retirement Solutions
Understanding The MVA For LiveWell MYGA in CT
LiveWell Guarantee Annuity
Lit No: 21268G-06
Revised: 02/09/2017
Form ID: 54055
Publish: 02/08/2017
Details
Sammons Retirement Solutions
MYGA Understanding the MVA Flyer - CA
LiveWell Guarantee Annuity
Lit No: 21268G-CA
Revised: 03/01/2017
Form ID: 54924
Publish: 03/20/2017
Details
Sammons Retirement Solutions
MYGA Disclosure Statement - CA
LiveWell Guarantee Annuity
Lit No: 20899G-04
Revised: 03/20/2017
Form ID: 54925
Publish: 03/09/2017
Details
Sammons Retirement Solutions
Preferred FIA Disclosure Statement (5, 7, 10) -CA
LiveWell Preferred Fixed Index Annuity
Lit No: 24711I-04
Revised: 03/20/2017
Form ID: 54926
Publish: 03/09/2017
Details
Sammons Retirement Solutions
Preferred FIA Understanding the MVA-CA
LiveWell Preferred Fixed Index Annuity
Lit No: 24841I-04
Revised: 03/20/2017
Form ID: 54927
Publish: 03/09/2017
Details
Sammons Retirement Solutions
Understanding the MVA Flyer for CA
LiveWell Fixed Index Annuity
Lit No: 20108I-04
Revised: 03/20/2017
Form ID: 54928
Publish: 03/09/2017
Details
Sammons Retirement Solutions
CA Preferred FIA Disclosure Statement (5 and 7yr)
LiveWell Preferred Fixed Index Annuity
Lit No: 25102I-04
Revised: 03/28/2017
Form ID: 55095
Publish: 03/22/2017
Details
Sammons Retirement Solutions
Variable Annuity Application (CA) (7 Year)
LiveWell Variable Annuity
Lit No: 15137V-04.7
Revised: 05/01/2018
Form ID: 55567
Publish: 04/27/2018
Details
Sammons Retirement Solutions
Variable Annuity Application (CA) (5 Year)
LiveWell Variable Annuity
Lit No: 15137V-04.5
Revised: 05/01/2018
Form ID: 55568
Publish: 04/27/2018
Details
Sammons Retirement Solutions
Variable Annuity Application (DC) (7 Year)
LiveWell Variable Annuity
Lit No: 15137V-08.7
Revised: 05/01/2018
Form ID: 55569
Publish: 04/27/2018
Details
Sammons Retirement Solutions
Variable Annuity Application (DC) (5 Year)
LiveWell Variable Annuity
Lit No: 15137V-08.5
Revised: 05/01/2018
Form ID: 55570
Publish: 04/27/2018
Details
Sammons Retirement Solutions
Variable Annuity Application (Compact) (7 Year)
LiveWell Variable Annuity
Lit No: ICC16-15137V.7
Revised: 05/01/2018
Form ID: 55571
Publish: 04/27/2018
Details
Sammons Retirement Solutions
Variable Annuity Application (Compact) (5 Year)
LiveWell Variable Annuity
Lit No: ICC16-15137V.5
Revised: 05/01/2018
Form ID: 55572
Publish: 04/27/2018
Details
Sammons Retirement Solutions
Variable Annuity Application (FL) (7 Year)
LiveWell Variable Annuity
Lit No: 15137V-09-5.7
Revised: 05/01/2018
Form ID: 55573
Publish: 04/27/2018
Details
Sammons Retirement Solutions
Variable Annuity Application (FL) 5 Year
LiveWell Variable Annuity
Lit No: 15137V-09-5.5
Revised: 05/01/2018
Form ID: 55574
Publish: 04/27/2018
Details
Sammons Retirement Solutions
Variable Annuity Application (7 year)
LiveWell Variable Annuity
Lit No: 15137V.7
Revised: 05/01/2018
Form ID: 55575
Publish: 04/27/2018
Details
Sammons Retirement Solutions
Variable Annuity Application (5 year)
LiveWell Variable Annuity
Lit No: 15137V.5
Revised: 05/01/2018
Form ID: 55576
Publish: 04/27/2018
Details
Sammons Retirement Solutions
Guarantee Annuity Disclosure Statement -Compact
LiveWell Guarantee Annuity
Lit No: ICC17-20899G
Revised: 06/09/2017
Form ID: 56307
Publish: 06/09/2017
Details
Sammons Retirement Solutions
Fixed Index Annuity Application - CW
LiveWell Fixed Index Annuity Application
Lit No: 21577I
Revised: 02/27/2018
Form ID: 57332
Publish: 02/26/2018
Details
Sammons Retirement Solutions
Suitability Comparison of Annuity Contracts
LiveWell Annuity Series
Lit No: 26429A
Revised: 05/22/2018
Form ID: 58139
Publish: 05/22/2018
Details
Sammons Retirement Solutions
Gurantee Annuity Disclosure Statement - VT
LiveWell Guarantee Annuity
Lit No: 20899G-44
Revised: 11/01/2017
Form ID: 60034
Publish: 01/04/2018
Details
Sammons Retirement Solutions
LiveWell FIA Disclosure Statement VT
LiveWell Fixed Index Annuity
Lit No: 21862I-44
Revised: 11/01/2017
Form ID: 60035
Publish: 01/04/2018
Details
Sammons Retirement Solutions
Preferred FIA Disclosure Statement VT
LiveWell Preferred Fixed Index Annuity
Lit No: 24711I-44
Revised: 11/01/2017
Form ID: 60036
Publish: 01/04/2018
Details
Sammons Retirement Solutions
Preferred FIA Disclosure Statement (5 and 7 yr) VT
LiveWell Preferred FIA
Lit No: 25102I-44
Revised: 12/01/2017
Form ID: 60131
Publish: 12/22/2017
Details
Sammons Retirement Solutions
Electronic Delivery Consent
Mutual Fund
Lit No: 15184M
Revised: 05/01/2018
Form ID: 61876
Publish: 04/30/2018
Details

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Aberdeen Asset Management
AIG Annuities - Fixed
AIG Annuities - Index
AIG Annuities - Variable
AIG Annuities - Variable NY
AIG Funds
Alger Funds
Alliance Bernstein
Allianz Global Investors
Allianz Life Insurance Company of North America
Allstate Life Insurance Company
Amana Mutual Fund
American Beacon
American Century Investments
American Equity Investment Life Insurance Co.
American Funds
American General Life - Annuities
American General Life and Accident Ins. Co. (AIG)
American Realty Capital
American United Life
AMG Funds
Amundi Pioneer Asset Management
API Funds
Aquila Funds
Arctrust
Ariel Investments
Arrow Funds
Ascendant Capital --NEW--
Aspire Financial Services
ATEL Capital Group
Athene Annuity
Ave Maria
AXA Equitable - Annuities
AXA Equitable - Life Insurance
Behringer Harvard Securities
Bel Air Investment Advisors LLC
Berwyn Funds
Black Creek Group
BlackRock
Bluerock Capital Markets
Bright Directions
Bright Start 529
Brighthouse Financial
Buffalo Funds
Burnham Funds
Calamos Investments
Calvert Investments
Cantor Fitzgerald
Capital Management Group
Carter Validus Mission Critical REIT
Carter Validus Mission Critical REIT II
Catalyst Funds
Cavanal Hill Funds
Charles Schwab & Co., Inc.
CIM Group
CION Investments
Clark Capital
CLS Investments
CNL
College Choice 529
Columbia Threadneedle
Community National Bank
Cottonwood Residential --NEW--
Country Financial
Cypress Leasing
Davis Funds
Delaware Investments
Delaware Life Insurance
Dodge & Cox
DoubleLine Funds
Dreyfus
Driehaus Capital Management
Dunham & Associates Investment Counsel
Eagle Asset Management
Eagle Life Insurance Co --NEW--
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
Franklin Square Capital Partners
Franklin Templeton
FSC Securities Corp
FTJ FundChoice
Future Scholar
Gabelli Funds
Goldman Sachs Asset Management
Grant Park Funds
Great-West Financial
Greenbacker
Griffin Capital
Guardian Insurance & Annuity Company, Inc.
Guggenheim Investments
Harbor Funds
Hartford Investment Financial Svcs - Annuities
Hartford Investment Financial Svcs - Mutual Funds
Hartford Investment Financial Svcs College Plans
Hartford Life Insurance Company - Life Ins
Heartland Advisors
Henderson Global Investors
Hennessy Funds
Highland Capital Management
Highmark Funds
Hines
Homestead Funds
Horizon Investments
Huntington Funds
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
Jensen Funds
John Hancock Freedom 529
John Hancock Investments
John Hancock Life Ins Co - Life Insurance
Kansas City Life Ins
KBS REIT
Keeley Funds
Knighthead Annuities --NEW--
Learning Quest
Leuthold Weeden Capital Management
Liberty Trust Company
Life Insurance Company of the Southwest (LSW)
Lightstone Capital Markets
Lincoln Financial Group - Annuities
Lincoln Financial Group - Life Ins
Lodging Opportunity Fund, REIT --NEW--
Lonestar 529
Loomis Sayles Funds
Lord Abbett & Co.
Loring Ward
Mainstar Trust
MainStay Investments
Manning & Napier
MassMutual - Annuities
MassMutual - Disability Income
MassMutual - Life
MassMutual - Long Term Care
Matthews Asia
MFS Investment Management
Midland IRA --NEW--
Midland National Life
Midland Retirement Distributors
Moody National REIT
MVP Reit
National Integrity (W&S Financial Group Dist) - FA
National Integrity (W&S Financial Group Dist) - VA
National Life Insurance Company
Nationwide Annuities
Nationwide Insurance
New York Life Annuities
NFS (National Financial Services)
Nicholas Family of Funds
NorthStar
Nuveen Advisory
Oakmark Funds
OCM Gold Fund
Ohio National - Annuities
OneAmerica Securities
Oppenheimer Funds
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
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
Rainier Capital Management
RBC Capital Markets
Redwood Mortgage Investors
Reef Oil & Gas Partners LP
Reliance Standard
ReliaStar Life Insurance Company of New York
Resource Real Estate Opportunity REIT
RK Properties --NEW--
Rodin Global Property Trust
Royal Alliance
Royce Funds
RS Investments
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
TD Ameritrade
Terra Capital Partners
The Pacific Financial Group
Thompson IM
Thornburg Investment Management
Time Equities --NEW--
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
Trust Company of America
US Bank
US Government
VALIC
Van Eck Global
Vanguard Funds
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
Westcore Funds
Western National - American General
Western National - US Life
Western-Southern
WNC Housing Credit
Woodbury Financial Services, Inc
Yorktown Funds

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