Bay Planning, Inc.

ABOUT US

AGENT CONTRACTS

CARRIER FORMS

NEW WEST COAST OFFICE

Final Expense/ Mortgage Life Info

Insurance Company
Tools

	Life and Annuity Companies
	Life and Annuity Companies Supplies
	Life Settlements

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Agent Contract Kits

*When Complete Fax to 800-686-6653 with copy of license and E&O*

American General * E&O Required
	AIG Licensing Assignment Of Commissions Form
	AIG Licensing 75% Annualization Form
	AIG Licensing Agency Agreement
	AIG L1341_0809
	AIG Licensing Paperwork

Allianz * Strictly for Annuities
	Allianz Licensing Paperwork

Americo * E&O Required
	Agent Contract Kit
	Assignment of Commissions
	Commission Advance Addendum
	Override Commission Agreement
	Authorization for Disclosure of Agent Information
	Authorization Agreement for Automatic Deposits
	Completion Instructions for Assignment of Commissions

Assurity
	Agent Contract Kit

Aviva * Strictly for Annuities
	Aviva Licensing Paperwork

Baltimore Life
	8297 Telesales Amendment to Agent Contract
	Advancing Form
	Antimoney Laundering Form
	General Agent Contract Package

Fidelity Life
	Producer Contract
	W-9

Foresters * E&O Required
	Foresters ContractPackage
	Foresters Advanced Commission Addendum To The Genteral Agreement JANUARY 2012

Freedom * Call Bay Planning for agency code
	Freedoms Agent SignUp Form

GE
	Genworth Agent Licensing
	Genworth Commission Advance Addendum

IAP * E&O Required
	IAP Advances Addendum
	IAP Agent Agreement (Aug 08)
	IAP Prospective Agent Application-10-08

ING Mortgage Contracts
	Mortgage Term Licensing Paperwork (fillable)

Life Investors/Transamerica
	Agent Contract Kit

Mutual of Omaha * E&O Required
	Agent Contract Kit
	Mutual Advance Life Products
	Mutual Advance Health Products

North American
	NACOLAH Contract all levels
	Annualization

Oxford
	*Please contact Bay Planning as Oxford has online licensing

United Home Life
	General Agent Contracting Kit

United Medicare/AARP
	United Agent Agreement

Universal
	*Call Bay Planning at 800-223-7714 for link

West Coast Life * E&O Required
	New_Appointment_00000290
	West Coast Life Annualization Form
	West Coast Life Assignment of Commission Form