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NATIONAL WESTERN LIFE

06/07/2009 ACA-1018 Systematic Interest Withdrawal.pdf
08/17/2009 DM-1094 Trust Information Form.pdf
09/13/2010 DM-1145 Lifetime Returns Solutions Agent Guide.pdf
09/13/2010 DM-1146 Lifetime Returns Solutions Client Guide.pdf
09/13/2010 DM-1148 Lifetime Returns Solutions Highlights.pdf
09/13/2010 DM-1149 Lifetime Returns Solutions Procedures.pdf
10/31/2009 LifetimeReturnsSelect.pdf
01/16/2010 PPT-1011 Income Outlook Plus 5
12/20/2009 NWL Annuity Delivery Receipt.pdf
05/05/2010 NWL Solutions v.1.05.0247 release.exe
11/23/2008 SA-9344 IRA Beneficiary Designation.pdf
01/07/2011 SP-7161 NWL Change of Beneficiary.pdf
08/24/2010 SP-8213 NWL Direct Deposit Form.pdf
02/16/2010 SP-8215 Annuity Partial Surrender Request.pdf
03/01/2010 SP-8282 RMD Systematic (Annual) Request.pdf
03/27/2010 SP-8257 Request for Systematic Pmt of Penalty Free WD.pdf
03/27/2010 SP-8318 WBR Distribution Request.pdf
02/10/2010 Specimen Accumulator Five.pdf
02/10/2010 Specimen Benefit Assurance - TX.pdf
02/10/2010 Specimen Protector One.pdf
02/10/2010 Specimen Ultra Benefit.pdf
02/10/2010 Specimen Ultra Classic.pdf
02/10/2010 Specimen Ultra Future.pdf
07/31/2009 Withdrawal Benefit Rider Application & Disclosure.pdf 

OXFORD LIFE

06/07/2010 Assurance FE App TX OK.pdf 
02/08/2011 Oxford Assurance Cash Values Tables.pdf
01/19/2011 Oxford Beneficiary Change Form.pdf 
07/20/2010 Oxford Dare to Compare.pdf 
04/28/2010 Oxford AWT Rates.pdf ** Oxford Life Conversion Table ** 
02/02/2011 Oxford AWT-EWT Rates.pdf 
04/28/2010 Oxford EFT Guide.pdf 
08/01/2009 Oxford Financial Comparison.pdf 
07/28/2010 Oxford Assurance FE Calculator.pdf 
11/11/2009 Oxford Final Expense Rates.pdf 
02/01/2011 Oxford Top 15 FAQs.pdf 
05/05/2010 dotnetfx.exe ** Oxford Life Proposal Software Add-On ** 
02/06/2011 SetupAWT.exe ** ADVANCED Wealth Transfer Proposal Software ** 
02/02/2011 SetupEWT.exe ** ENHANCED Wealth Transfer Proposal Software ** 
07/20/2010 Wards 50 Press Release.pdf 

ING

09/13/2010 ING Income Rider.pdf
09/13/2010 ING Market Roller Coaster.pdf
09/13/2010 ING Rates & Features.pdf
09/13/2010 ING Redefining Roll Ups.pdf

08/06/2010 Foresters Plan Right EFT Guide.pdf
11/18/2010 Foresters Plan Right.pdf
11/19/2010 Foresters Plan Right.xls
01/11/2011 Foresters Rx Guide.pdf

TRAINING

	INITIAL REVIEW

01/14/2009 Administrative Review - Appointment Script.pdf
02/23/2009 AdministrativeReview.mp3   (Audio Training on the Administrative Review by Todd)
09/19/2009 Four Principles of Estate Planning (PFG).pdf
05/05/2010 Power Questions.pdf
05/29/2009 Power Questions to use during first interview.pdf
08/24/2009 Puritan EFI Drawing.pdf
08/24/2009 Puritan EFI Presentation.pdf
03/30/2009 Three Stages of Financial Planning.pdf

	PREPARING FOR GO-BACK

01/13/2009 ACCOUNT TRANSFERS - Best Practices.pdf
03/08/2009 Annuity Cash Out Client Script.rtf
02/25/2009 BEST PRACTICES for Repositioning Annuities - cash out.pdf
06/28/2009 Committed Funds vs Transfers.pdf
06/09/2010 Fast Team Procedures.pdf
06/02/2009 Guaranteed Annuity Presentation.pdf
07/24/2009 Guaranteed Endowment Presentation.pdf
06/28/2009 NWL Rating Raised.pdf
08/17/2009 Roadmap to a MEC.pdf
01/13/2009 Signature_Guarantee_Requirements.pdf
08/10/2009 Stretch IRA Example.pdf
08/10/2009 Stretch IRA Sales Presentation.pdf

	GENERAL TRAINING

09/16/2010 2010 Tax Reference Guide.pdf
01/02/2011 Being an Organized Agent.pdf
05/23/2009 Capital Gains Tax.pdf
01/07/2009 County List.pdf
10/31/2009 Dow Jones Annulized Returns.pdf
11/06/2009 Estate & Gift Tax Report - Davis Wright Tremaine.pdf
08/31/2009 Estate Planning Principles.pdf
11/06/2009 Estate Tax Report - State Farm.pdf
02/14/2010 Financial Product Comparison.pdf
04/06/2010 Gift Taxes Made Simple.pdf
02/05/2010 How to Find What's Most Important to Your Client.pdf
08/29/2009 Indexed annuities and dividends.pdf
09/26/2009 Jeramy Annuity Presentation.pdf
09/01/2010 Market Returns.pdf
06/01/2010 Marveling at the modified endowment contract.pdf
09/26/2009 Million Dollar Habits.pdf
01/18/2010 Moderate returns that never experience a loss.pdf
06/30/2010 More risk in the stock market than you realize.pdf
03/28/2010 Power phrases.pdf
01/07/2009 Puritan Representative Handbook.pdf
08/29/2009 S&P Bell Curve.pdf
12/20/2009 Roth conversion changes in 2010.pdf
12/20/2009 Scripts and Questions.pdf 
12/05/2009 Selling the Horsepower of an FIA.pdf
09/26/2009 Selling FIAs against the competition.pdf
04/18/2010 The Living Trust.pdf
01/16/2010 The Strength of Our Indexed Annuities.pdf
01/03/2009 Tax Equiv Yield.pdf
03/30/2009 The Puritan Pledge.doc
10/01/2009 The STYLE presentation.pdf 
01/30/2011 Thought Provoking MEC Producing Questions.pdf
08/23/2010 Top 10 Sales Killers.pdf
06/29/2010 Top adviser largely in cash right now.pdf
03/12/2010 TX & OK Lead Areas.pdf
08/29/2009 US Annuities Summary 2Q 2009.pdf
10/03/2009 Ultra Liquidity.pdf
03/11/2009 Webinar for Monday 03-09-09 - FastTeam Procedures.pdf
08/17/2009 Webinar for Monday 08-17-09 - Converting Annuities into Mec's.pdf
08/31/2009 Webinar for Monday 08-31-09 - Oxford Life.pdf
09/19/2009 Webinar for Monday 09-14-09 - NWL-LRS.pdf
11/16/2009 Webinar for Monday 11-16-09 - Setting Up The GoBack - Part 1 - Cash Accounts into Mecs.pdf
03/09/2010 Webinar for Monday 03-01-10 - Setting Up A PROPER GoBack.pdf
03/15/2010 Webinar for Monday 03-15-10 - Setting up the go back to Move Annuities into SPWL policies.pdf
03/28/2010 Webinar for Monday 03-22-10 - 60 Great Questions.pdf
06/21/2010 Webinar for Monday 06-20-10 - Final Expense Script.pdf
07/20/2010 Webinar for Monday 07-19-10 - ING Annuity.pdf
01/18/2011 Webinar for Monday 01-10-11 - 2011 New Year - New Expectations.pdf
12/20/2009 What the Treasury Yield Curve Tells You About Fixed Annuity Sales.pdf 

	AUDIO TRAINING - Convention 2010

01/11/2011 01 RLandry.mp3
01/11/2011 01 RLandryDM.mp3
01/11/2011 02 EOberto.mp3
01/11/2011 02 EObertoDM.mp3
01/11/2011 03 BFraley.mp3
01/11/2011 04 Producer Panel.mp3
01/11/2011 05 JRabalais.mp3
01/11/2011 06 PKoch.mp3
01/11/2011 07 TJakobi.mp3
01/11/2011 08 Oxford.mp3
01/22/2011 Convention 2010 Notes.doc

	VIDEO TRAINING

07/02/2010 CNN on Fixed Index Annuities
04/12/2010 FlipBook Training
08/30/2010 General Annuity Training
04/05/2010 Product Training
01/16/2011 Presenting the EFI Drawing
01/16/2011 Presenting the Three Stages of Life 
01/18/2011 Webinar 01-17-2011 - Creating $5500 LPPA 

08/30/2010 Any Given Sunday - The Inches We Need Are All Around Us
08/30/2010 Independence Day - Presidential Speech to Troops
08/30/2010 The Last Lecture   Watch this after a bad appointment or bad week.

01/16/2011 Selling Final Expense Using Areas of Concern
01/16/2011 Setting a Solid GoBack for Life
01/24/2011 Setting a Solid GoBack for Life - Jeremy - 01-24-2011

ARTICLES

05/20/2010 14.01% of mortgages delinquent or in foreclosure.pdf
08/29/2009 2009 bank-failure tally climbs to 84.pdf
05/28/2010 2008–2010 bank failures in the United States.pdf
07/20/2010 2010 Bank Failures Climbs to 96.pdf
02/05/2011 2010 Tax Relief Act.pdf
06/10/2010 5 Reasons MECs are better than Annuities.pdf
11/25/2009 7 Disciplines for High Performance.pdf
10/31/2009 9 more U.S. banks fail.pdf
08/25/2010 A Look At Single-Premium Life Insurance.pdf
04/28/2010 A New Tax on Annuities.pdf
11/23/2008 Annuities Vs CDs.pdf
11/23/2008 Annuity vs S&P.pdf
09/26/2009 AnnuitySpecs Setting It Straight with WSJ 090209.pdf
09/26/2009 Answering Objections - I Don't Like Caps.pdf
01/17/2010 Answering Objections - I Want to Think About It (Part I).pdf
01/27/2010 Answering Objections - I Want to Think About It (Part II).pdf
01/27/2010 Answering Objections - I Want to Think About It (Part III).pdf
09/11/2009 Answering Objections - I'm Concerned About Surrender Charges.pdf
09/18/2009 Answering Objections - What's the Interest Rate.pdf
07/18/2009 Ask Marlyn.pdf
01/28/2010 Bankrate CD Rates.pdf
11/23/2008 Babe Ruth Hits A Homerun.pdf
10/01/2009 Bernanke likes annuities.pdf
05/13/2010 Boosting the Customer's Self-Esteem.pdf
12/28/2008 Buyers Guide to Annuities.pdf
01/17/2010 Changed Thinking.pdf
12/11/2009 Cast your fortunes with index funds.pdf
04/25/2010 CD Versus Single Premium Life.pdf
11/23/2008 Does the CD stand a chance.pdf
06/06/2010 Dow makes history by losing 9.2% in 1.46 hours.pdf
11/23/2008 EIA Graphs.pdf
08/06/2010 Elderly Couple Forced into State Custody.pdf
11/25/2009 FDIC - 552 Troubled Banks.pdf
09/21/2010 FDIC Problem Institutions.pdf
11/25/2009 Fed sees slow recovery holding jobless rate high.pdf
01/26/2009 Financial Crisis TARP Bailouts and Dow Jones Index.pdf
05/09/2010 Gap Analysis.pdf
09/26/2009 Georgian Bank fails; 95th of the year.pdf
11/23/2008 History Provides Tons of Annuity Sales Leads.pdf
04/26/2010 How to Instantly Become Your Client's Trusted Advisor.pdf
09/13/2010 How to Turn Silver into Gold.pdf
01/09/2011 I need to think about it.pdf
04/01/2010 I Want to Think it Over.pdf
11/23/2008 Insider Guide To Annuities.pdf
10/18/2009 Interesting Savings Facts Part 1.pdf
10/20/2009 Interesting Savings Facts Part 2.pdf
09/02/2009 Is My Money Safe.pdf
11/23/2008 Is your CD costing you.pdf
08/01/2009 Just Say No To Objections.pdf
01/01/2011 Life Insurance Myths.pdf
08/29/2009 List of 'Problem' Banks Swells.pdf
04/24/2010 Long Term Care Strategies Article1.pdf
06/01/2010 Marveling at the modified endowment contract.pdf
04/28/2010 MEC Article Liquidity.pdf
08/01/2009 Medicaid Eligibility Rules.pdf
08/01/2009 Medicaid TX Information.pdf
08/29/2009 Meltdown 101- Why banks' struggles have worsened.pdf
05/14/2010 Minimum Guaranteed Surrender Values.pdf
10/20/2009 Nine Common Objections You Must Answer.pdf
01/17/2010 No Risk, Just Reward.pdf
01/28/2010 Obama to Highlight Annuities.pdf
05/18/2010 Objections vs Obstacles.pdf
05/09/2010 Overcoming Roadblocks to Annuity Sales.pdf
11/15/2009 Pension Insurers Deficit Doubles.pdf
08/25/2010 Prepare for 2011 tax increases.pdf
10/20/2009 Pressure piles up on small banks..pdf
05/23/2009 Rules for a Perfect Day.pdf
12/05/2009 Seniors In Recession.pdf
03/22/2010 Seniors with savings losing millions to low interest rates.pdf
02/14/2010 Second Wave of Mortgage Defaults and Foreclosures Loom.pdf
02/14/2010 Seven Financial Blindspots.pdf
03/30/2009 Should I wait until the market comes back.pdf
03/16/2009 Should You Fire Your Financial Adviser.pdf
02/10/2011 Tax-Free Life Insurance- An Untapped Investment for the Affluent.pdf
08/25/2010 Tax Hikes and the 2011 Economic Collapse.pdf
07/22/2010 The Advantages of Single-Premium Whole Life Insurance.pdf
10/31/2010 The mechanics of fixed indexed annuities - Part 1.pdf
10/31/2010 The mechanics of fixed indexed annuities - Part 2.pdf
03/30/2010 The Motley Fool_ Print Article.pdf
01/17/2010 The Dangerous W.pdf
06/28/2009 The Croesus Chronicles.pdf
12/26/2009 The Four Levels of Customer Satisfaction.pdf
11/23/2008 The History of Annuities.pdf
05/09/2010 The Lessons of Famously Bad Estate Planning.pdf
05/09/2010 The Painful Uncertainties of EstateTaxes.pdf
01/17/2010 The Perfect Couple.pdf
05/13/2010 The Principle of the Objective.pdf
01/05/2010 The Top 10 Reasons Why People Shy Away From Indexed Annuities.pdf
11/23/2008 The Trouble With Mutual Funds (CNN).pdf
02/14/2010 The Unloved Annuity Gets a Hug From Obama.pdf
08/25/2010 The Wonderful Invention Called Life Insurance.pdf
01/17/2010 To Convert or Not to Convert.pdf
06/29/2010 Top adviser over last 30 years is largely in cash right now.pdf
09/13/2010 Trust Me - You'll Sell More.pdf
11/23/2008 Unified Washington Effect.pdf
03/16/2009 We owe oldest Americans an apology.pdf
11/23/2010 WSJ - US Sets 50 Bank Probes.pdf
04/21/2009 WSJ GET SMART ABOUT ANNUITIES.pdf
12/05/2009 Wharton Finds FIA Returns Competitive.pdf
01/05/2010 Why Americans Choose Annuities Over CDs.pdf
10/18/2009 Why It's Time to Retire Your 401K.pdf
08/01/2009 Why People Buy Fixed Annuities.pdf
02/13/2009 Why Risk It.pdf
01/09/2011 Why signatures matter.pdf
01/31/2009 Why Your Bank Is Broke.pdf

PERSONAL DEVELOPMENT

12/20/2009 Acres of Diamonds.pdf
08/31/2010 Are You Ready For Success.pdf
12/20/2009 As A Man Thinketh.pdf
02/14/2010 Audio CD Sets.pdf
08/28/2010 Be a Doctor of Selling.pdf
03/01/2010 Be a Sales Superstar.pdf
04/18/2010 BookList By Author.pdf
04/18/2010 Booklist By Title.pdf
12/20/2009 Create Your Personal Strategic Plan.pdf
03/01/2010 Decide Upon Your Major Definite Purpose.pdf
03/01/2010 Develop A Clear Vision.pdf
01/30/2010 Develop A Prosperity Consciousness.pdf
04/18/2010 Earn Ten Times As Much.pdf
04/18/2010 Goal-Setting Rules.pdf
08/28/2010 Goals.pdf      The complete book by Brian Tracy
12/26/2009 Goals!.zip    (Brian Tracy's CD on Goal Setting & Reaching)
12/26/2009 Goals Worksheet.pdf
04/25/2010 How to Identify Your Goals.pdf
08/22/2010 Pyramid of Success.pdf
04/17/2010 Self Evalutation.pdf
04/30/2010 Self-Image in Selling.pdf
03/01/2010 Study Your Competition.pdf
12/20/2009 The Common Denominator of Success.pdf
03/01/2010 The Golden Hour.pdf
01/27/2010 The Heart of the Sale.pdf
04/30/2010 The Lost Art of Listening.pdf
12/20/2009 Think and Grow Rich.pdf
07/20/2010 Tricks of the Trade.pdf

OTHER CARRIER FORMS LIBRARY

01/13/2011 AA Credit Union.pdf
12/31/2009 Allianz Policy Service Form.pdf
06/24/2010 Allianz Settlement Options Request Form.pdf
12/31/2009 Allianz Surrender - Partial Withdrawal.pdf
03/01/2010 Allstate Surrender Form.pdf
05/27/2010 American General Death Claim.pdf
08/24/2010 American Equity Direct Deposit form.pdf
12/31/2009 American Equity - Fillable surrender form.pdf
01/20/2011 American Equity Beneficiary Change Form.pdf
12/31/2009 American Equity Sample Conservation Letter.pdf
07/23/2010 American Equity Systematic Withdrawal Request.pdf
12/31/2009 American Equity Partial Withdrawal Request.pdf
01/20/2011 American Fidelity Beneficiary Change Form.pdf
12/09/2010 American Funds Incumbncy Cert.pdf
12/09/2010 American Funds Transfre Authorization.pdf
02/05/2010 AMERICO Surrender forms.PDF
12/31/2009 Annuity Cash Out Client Script.rtf
12/31/2009 Annuity Cash Out Letter.doc
12/31/2009 Annuity Cash Out letter 2.doc
12/31/2009 AVIVA Conservation Form Blank.pdf
12/31/2009 Aviva Surrender Form.pdf
03/14/2010 AXA Equitable Annuity Withdrawal form.pdf
09/13/2010 Bankers Life & Casualty surrender form.pdf
08/08/2010 Equitrust Surrender form.pdf
05/05/2010 Farmers Beneficiary Change.pdf
01/20/2011 Fidelity Security Life Beneficiary Change Form.pdf
11/02/2010 Forethought Beneficiary Claim Form.pdf
01/21/2011 Forethought Withdrawal Form.pdf
08/28/2010 GAFRI WithdrawalSurrenderRequest.pdf    Great American, Loyal American, Annuity Investors, United Teachers, Manhattan National
02/05/2010 Genworth fixed annuity withdrawal authorization.pdf
10/11/2010 Hartford Variable Surrender.pdf
02/11/2011 Horace Mann Surrender Withdrawal.pdf
12/31/2009 ING Beneficiary change.pdf
04/20/2010 ING Surrender Form.pdf
06/24/2010 Invesco - Distribution Form.pdf
05/13/2010 Jackson National - Variable Annuity Surrender.pdf
12/31/2009 John Hancock Surrender - Withdrawal.pdf
05/13/2010 Lincoln Financial AWD Request.pdf
05/13/2010 Lincoln Financial Rider Reset.pdf
03/01/2010 Lincoln Financial Surrender Form.pdf
04/21/2010 MetLife Deferred Cover Letter (08-2009).pdf
04/21/2010 MetLife Deferred Withdrawal Form (02-09).pdf
12/31/2009 MET-LIFE CLAIM FORM DC-4.pdf
11/06/2010 Nationwide Variable Annuity Surrender Form VAF-0168AO.pdf
12/31/2009 Old Mutual NQ Surrender Form.pdf
08/08/2010 Old Mutual Q Suurender form.pdf
08/08/2010 Ohio National Financial Services Surrender form.pdf
01/13/2011 Pacific Life.pdf  (Change Form)
02/21/2011 Protective Life Surrender Form.pdf
03/01/2010 Pacific Life Surrender.pdf
12/31/2009 RBC Surrender Form.pdf
05/06/2010 Riversource NQ 1035 Exchange Form 30481.pdf
05/06/2010 Riversource Surrender or Loan Form 33300.pdf
02/05/2010 Security Benefits WithdrawalRequest.pdf
06/24/2010 Sun America Claim Distribution Request.pdf
07/06/2010 Sun America Surrender Form.pdf
02/05/2010 Transamerica Life Distribution Form.pdf
10/28/2010 Transamerica Surrender form.pdf
11/23/2008 TSP-70.pdf    Thrift Savings Plan - If NOT getting distributions
12/16/2008 TSP-73.pdf    Thrift Savings Plan - IF ARE getting distributions
09/13/2010 United American Systematic Withdrawal Request.pdf
02/05/2010 Western National Life Insurance Surrender Form.pdf

MISCELLANEOUS

01/15/2011 PuritanFF.zip       (Program to Print FactFinders from Portal for your appointments)
04/04/2009 Puritan.txt         (Installation & Use instructions for FactFinder Printing)
 

01/15/2011 PuritanFFUpdate.zip (Program Update to Print FactFinders from Portal for your appointments)
08/15/2010 PuritanUpdate.txt (Installation instructions for FactFinder Update)

05/14/2010 dopdf-7.exe			    (Print ANY document to a PDF File)
08/20/2009 PDF995 PDF Printer Driver.exe   (Print ANY document to a PDF File)