PRODUCER QUICK LINKS 📝Submit an ApplicationSubmit AppFireLight ✅Get ContractedGet ContractedSureLC / Get Appointed ⇧Secure Document UploadUpload DocsUpload forms and supporting documents CASE DESIGN SUPPORT REQUEST CompanyThis field is for validation purposes and should be left unchanged.Share a few details about the case and an NFI case-design specialist will follow up to discuss the available options with you. This should take less than a minute. This form is for both currently appointed NFI producers and producers who are not yet appointed with NFI.Your name(Required)Phone number(Required)Email address(Required) Are you currently appointed with NFI?(Required) Yes Not yet Not sure What type of case is this?(Required) Annuity Life Insurance Not sure Client's state of residence(Required)Select stateALAKAZARCACOCTDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWYDCClient’s age or age nearest(Required)What would you like NFI to help you solve?AnnuityApproximate premium amount(Required)What is the primary goal?(Required) Lifetime income Growth/accumulation Principal protection Leaving a legacy Not sure—help me evaluate When should income begin?(Required) Immediately Within 1 year 1–3 years 4–6 years 7–10 years More than 10 years Not sure Is a 1035 exchange involved?(Required)This includes moving funds from an existing annuity or life insurance policy. Yes No Not sure Add More Case Details (Optional)If you have more information available, add it here so NFI can begin a more detailed comparison before contacting you. Yes — add more details No thanks Product type (optional) MYGA Fixed Annuity Fixed Index Annuity (FIA) Single Premium Immediate Annuity (SPIA) Not sure Qualified or nonqualified funds Qualified Nonqualified Not sure Joint case? Yes No Joint client's exact ageCurrent carrier and productCurrent contract valueSurrender value or surrender-charge informationDesired guarantee or surrender periodIncome preference Single life Joint life Life with period certain Not sure Additional comparison notesLife InsuranceWhat should we help solve for?(Required) Face amount Premium Compare both Not sure Desired face amount(Required)Planned premium(Required)Is a 1035 exchange involved?(Required) Yes No Not sure Add More Case Details (Optional)If you have more information available, add it here so NFI can begin a more detailed comparison before contacting you. Yes — add more details No thanks Product type (optional) Term Whole Life Universal Life Indexed Universal Life Guaranteed Universal Life Survivorship Not sure Sex used for carrier illustration Female Male Tobacco/nicotine status No Yes Former Unknown General underwriting expectation Preferred Standard Rated/health concerns Unknown Premium frequency Monthly Quarterly Semiannual Annual Single premium Purpose of coverage Income replacement Estate/legacy Business planning Final expenses Supplemental retirement strategy Other Current carrier and policy typeApproximate cash valueExisting policy face amountRiders or features to evaluateAdditional illustration notesFinishAnything else we should know? (Optional)Briefly describe what you would like NFI to compare or help solve.Please do not include Social Security numbers, full account numbers, medical records or other sensitive client information. Use Secure Document Upload when documents are needed.
