Clear Spring Life & Annuity Company

The Fisher Agency

Danny Fisher, CLU, ChFC
President     1-800-822-1450

Financial Advisors Since 1975

Phone Numbers and Map

13140 Coit Road, Suite 102  Dallas, TX 75240-5797

Home PageTop 10 PageForms 


Form Description\Program

Microsoft Word 97 or 2000 

Adobe Acrobat 5.0 or better 

INSTRUCTIONSGet Free Word Viewer(3.8 M)Get Free Acrobat PDF Viewer(5.6M)
To Print Right-Click on Link > Print Target Print from Acrobat Window
To Download  Right-Click on Link > Save Target Right-Click > Save Target

Clear Spring Life & Annuity Company  [ For company website -> ] - New Name for Guggenheim Life
Note: As of Sep 2022, the Mailing address has changed to: PO Box 80509, INDIANAPOLIS, INDIANA 46280

Form Description\Program

Adobe Acrobat 5.0 or better 

Highlights of the Preserve MYGA Annuity Dated 04/01/2024Front & Back
New Business Transmittal (Required w/ Application)1 Page  Fillable
Preserve Application Single Premium Deferred Annuity (SPDA) (Required w/ Application)4 Pages Fillable
Preserve MYGA Product Summary (Required w/ Application)4 Pages  Fillable
Preserve MYGA Brochure6 Pages
Replacement Form (Required w/ Application)3 Pages  Fillable
Identification & Suitability Confirmation Worksheet (Required w/ Application)All Pages   Fillable
Transfer Form - All Transfers (Required w/ Transfer)3 Pages   Fillable
W9 (Required w/ Application)1 Page
Agent Disclosure (Required w/ Application)2 Pages
Change of Beneficiary Form Fillable
Authorization for Annuity WithdrawalFillable
RMD RequestFillable
Authorization for Direct DepositFillable
Change of AddressFillable
Agent ContractingRequest by Email


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