Melissa Shaw Planner

Welcome to my virtual brokerage agency, where I can work with you and help you be more productive. Thank you for working with us!

Forms

Transamerica Brokers and Agents: Use the jump menus below to access
a multitude of contracts, applications and forms.



Products

Applications & Forms
Fast App — Transamerica Life Insurance application for CA (pdf 465kb) Updated 07/01/2009
MetLife LTC Ideal Partnership Application (pdf 2.4MB)
MetLife CA Term Application (pdf 1.4MB) Updated 07/2010
Standard of Oregon Disability Application CA (pdf 521kb) and
Outline of Coverage CA (pdf 66kb)
Genworth LTC CA Partnership Application and Outline of Coverage (pdf 1.2MB)
Transamerica Broker Logon
Order an Illustration

 

Variable Life Resources

For Securities Licensed Life Insurance Brokers

Email Melissa with the name of your Broker Dealer and she will check the selling agreements listing.

To sell Transamerica Variable Life Products download this sample letter to request an appointment through your Broker Dealer (Word.doc 24K) or complete these two forms:
Broker Dealer Appointment Form for Registered Rep (pdf 86K)
Notice and Release of Information for Registered Rep (pdf 119K)

 

 

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