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RESERVOIR Preferred Advantage Variable Annuity Flexible premium Deferred Individual Variable Annuity Application Countrywide except CA, CT, DC, DE, FL, ND, NY, and SD Distributed by Directed Services
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How to fill out flexible premium deferred individual

01
To fill out a flexible premium deferred individual, follow these steps:
02
Begin by providing your personal information such as your name, date of birth, and contact details.
03
Fill in the policy details, including the desired coverage amount and premium payment frequency.
04
Provide information about your beneficiaries, including their names, relationships, and their share in the policy proceeds.
05
Specify the premium allocation, indicating how your premium payments should be distributed between insurance and investment components.
06
Decide on the investment options for the cash value portion of your policy, considering your risk tolerance and investment goals.
07
Review the terms and conditions of the policy, including any riders or additional benefits you may wish to include.
08
Once you have completed the form, carefully review all the information for accuracy and make any necessary corrections.
09
Sign and date the application form, and submit it along with any required supporting documents to the insurance company.
10
Keep a copy of the filled-out application form for your records.
11
After submitting the application, wait for the insurance company to process your request and provide you with the policy documents.

Who needs flexible premium deferred individual?

01
Flexible premium deferred individual may be suitable for individuals who:
02
- Want a life insurance policy that offers flexibility in premium payments.
03
- Prefer to have the ability to adjust premium amounts and payment frequency over time.
04
- Seek the potential for cash value accumulation and investment growth within their life insurance policy.
05
- Are looking for a long-term insurance solution that provides death benefit protection and potential savings component.
06
- Are comfortable with assuming some investment risk in exchange for potential returns.
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A flexible premium deferred individual life insurance policy allows the policyholder to vary the amount and frequency of premium payments while providing a death benefit and cash value accumulation.
Individuals or entities that sell or manage flexible premium deferred life insurance policies are typically required to file relevant documentation with regulatory agencies.
To fill out a flexible premium deferred individual form, one should provide personal identification information, policy details, and any relevant financial data, ensuring all sections are completed accurately.
The purpose of flexible premium deferred individual policies is to provide individuals with a flexible savings and investment vehicle that offers life insurance coverage and the potential for cash value growth over time.
Required information includes policyholder details, premium amounts, payment frequency, coverage amounts, cash value, and any loans taken against the policy.
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