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Forms may not be available for all Carriers. If you cannot access a form please contact. Click on name to generate e-mail – Frederick Bates - Annuity Specialist
Toll Free: 800-441-0140 ext. 6427 Direct: 858-764-6427 Fax: 858-793-5388 Susan Thomas-Reed (Underwriting Case Manager)
Toll Free: 800-441-0140 ext. 6495 Direct: 858-764-6495 Fax: 858-457-0429 Forms & Applications
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