Investors Heritage Life Insurance 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

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Form Description\Program

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IHL Investors Heritage Life [ For company website -> ]

Form Description\Program

Adobe Acrobat 5.0 or better 

Heritage Builder MYGA Product Highlights as of 05/01/2024Front & Back
Heritage Builder Package Instruction Page1 Page
Heritage Builder Application (Required w/ Application)4 Pages
Heritage Builder Certificate of Disclosure (Required w/ Application) 1 Page
Disclosure - Understanding your SPDA (Required w/ Application) 5 Pages
Best Interest Attestation (Required w/ Application)1 Page
Best Interest Producer Disclosure (Required w/ Application)Front & Back
Suitability Questionnaire (Required w/ Application)3 Pages
Replacement Form (Required w/ Application)2 Pages
Information Notice (To be Left with Client)1 Page
W9 (Required w/ Application)1 Page
Replacement  Comparison - (Required w/ Transfer)3 Pages
Transfer Form - (Required w/ Transfer)5 Pages
Distribution Form - (Required for RMDs or Monthly Income)2 Pages
Trust Certification (Required if a Trust will be the Owner)Front & Back
Agent Contracting FormsRequest by Email
Agent Training RequirementLink to Company Training Page


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