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Broker Dealer Transfer Form Nassau Life and Annuity Company Nassau Life Insurance Company PHL Variable Insurance CompanyPlease select the type of transfer: External Change of Agent (Complete Section

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How to fill out nassau life and annuity

01

Gather all necessary documentation, such as identification, financial information, and beneficiary information.

02

Review the application form provided by Nassau Life and Annuity.

03

Start by providing personal details, such as name, address, date of birth, and contact information.

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Fill out the required financial information, including income, assets, and any outstanding debts.

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Specify the type of annuity product you are interested in and the desired investment amount.

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Provide beneficiary information, including their name, relationship to you, and percentage of the death benefit they should receive.

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Review the completed application form to ensure all information is accurate and complete.

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Sign and date the application form.

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Submit the filled-out application form to Nassau Life and Annuity for processing.

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People who want to protect their assets and provide for their loved ones in the event of their death.

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