business through the mail guidelinespreview.advisorsexcel.com/wp-content/uploads/2020/03/2_6... ·...

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BUSINESS THROUGH THE MAIL GUIDELINES the producer adheres to all applicable state requirements; (4) the sale is suitable and the Revised 11.5.19

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Page 1: BUSINESS THROUGH THE MAIL GUIDELINESpreview.advisorsexcel.com/wp-content/uploads/2020/03/2_6... · 2/3/2020  · AE06161037 For financial professional use only. Not to be used with

BUSINESS THROUGH THE MAIL GUIDELINES

 the producer adheres to all applicable state requirements; (4) the sale is suitable and the  

Revised 11.5.19

Page 2: BUSINESS THROUGH THE MAIL GUIDELINESpreview.advisorsexcel.com/wp-content/uploads/2020/03/2_6... · 2/3/2020  · AE06161037 For financial professional use only. Not to be used with

 

 

AE06161037   For financial professional use only. Not to be used with the general public or in a sales situation. 

        

        

      

  

        

       

        

     

 

 

      

      

 

          

  

 

        

 

       

        

 

Transamerica  Prohibited 

Permitted,  agent must be licensed in the state in which the owner is signing the application.