Complete the form below to access additional purchase payment paperwork.
| Product | Purchase Payment Window | Minimum Amount |
|---|---|---|
| American Landmark 3 | First 60 days | $2,000 |
| American Landmark 5 | First year | $2,000 |
| American Legend 7 | Life of contract | $2,000 |
| American Legend 7 Plus | Life of contract | $2,000 |
| American Legend Plus | Life of contract | $2,000 |
| Index Achiever Advisory | First 60 days | $10,000 |
| Index Protector 4 | First 60 days | $25,000 |
| Index Protector 5 MVA | First 60 days | $25,000 |
| Index Protector 7 | First 60 days | $25,000 |
| Index Summit 6 | First 60 days | $10,000 |
| Safe Return | First 60 days | $2,000 (Q) $5,000 (NQ) |
| SecureGain 3 | First 60 days | $2,000 |
| SecureGain 5 | First 60 days | $2,000 |
| SecureGain 7 | First 60 days | $2,000 |
For products not listed above please contact a Relationship Manager at 800-438-3398 option 2 or New Business at 800-438-3398 option 3 for verification.
Required Materials