Annuities
To order quantities of printed forms, please contact your sales office. Sales offices can complete Request for Forms (PC BIL 3340) and fax it to us toll-free at 1-877-536-4666.
Marketing Material
Conventional Annuities
| Name | Last Update |
Advisor | Client |
|---|---|---|---|
|
Annuity Kit Pocket folder contains both the Conventional Annuities & Performance Annuity items listed below - 3494 | 3514 | 4771 | 4773 | 4774 | BIL4958 | 5883 | 5885 | 5891 | 5892 | 6128 |
10-2010 | 5896 |
| Name | Last Update |
Advisor | Client |
|---|---|---|---|
| Conventional Annuities (At a Glance) | 09-2010 | 3514 | |
| This is all about Conventional Annuities with Standard Life | 09-2010 | 3494 | |
| This is all about Enriched Annuity with Standard Life | 04-2007 | 5885 | |
| Annuity Mortality Reference Card | 04-2007 | BIL4958 | |
| This is all about Child Inheritance Annuity | 12-2010 | 5900 | |
| Conventional Annuities with Standard Life | 07-2009 | 6539 | |
Performance Annuity
| Name | Last Update |
Advisor | Client |
|---|---|---|---|
|
Annuity Kit Pocket folder contains both the Conventional Annuities & Performance Annuity items listed below - 3494 | 3514 | 4771 | 4773 | 4774 | BIL4958 | 5883 | 5885 | 5891 | 5892 | 6128 |
10-2010 | 5896 |
| Name | Last Update |
Advisor | Client |
|---|---|---|---|
| Your guide to Performance Annuity with Standard Life | 09-2010 | 4771 | |
| Performance Annuity (At a Glance) | 09-2010 | 5892 | |
| Performance Annuity Four Pre-determined Profiles | 04-2007 | 6128 | |
| Strategic Asset Allocation Questionnaire | 04-2008 | 5891 | |
| This is all about Performance Annuity with Standard Life | 04-2007 | 4774 | |
| Performance Annuity profiles - What would the annuity payments look like if history repeated itself today? | 10-2010 | 5883 | |
| Performance Annuity - What would the annuity payments look like if history repeated itself today? | 10-2010 | 4773 | |
Sales Concepts
| Name | Last Update |
Advisor | Client |
|---|---|---|---|
| Life Annuities: flexible options to protect your capital Updated | 02-2011 | PC 6526 | |
| Guaranteed Insured Inheritance Concept | 06-2010 | PC 6752 | |
| Estate Maximization | 06-2010 | PC 6751 | |
| This is all about Insured Annuities with Standard Life | 10-2006 | 4752 | |
| This is all about the Corporate Insured Annuity with Standard Life (PDF only) | 04-2007 | 5626 | |
| Tax and Estate Pointer Card (PDF only) | 08-2011 | 4280 | |
| Mortality Credits (PDF only) | 03-2007 | 6138 | |
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