Fidelity Investments Life Insurance Company Advisor Solutions

Retirement Savings

Fidelity's Annuity Service for Advisors can help you create a tax-efficient portfolio for your clients.

Lifetime Income

For guaranteed income in retirement, our low-cost income annuities may be an excellent choice for your clients.

Exchange to Fidelity

Many affluent investors own an annuity.

Term Life

Protect your clients and their families for a specific period of time and give them the financial security they want.

Long-Term Care

Insure their assets against the expenses they could face for long-term care from chronic illnesses, serious injuries, or mental impairment.

Forms and Resources

for Registered Investment Advisors

Something you need not here? E-mail or call us at 1-800-910-7899 for help.

Annuities & Insurance Forms

Advisor Resources

Annuity Cost Comparison Sample Report (PDF)
This complimentary customized report helps determine if an exchange to a Fidelity annuity is appropriate for your client.

Annuity Cost Comparison Request Form (PDF)
Request an Annuity Cost Comparison Report, which helps determine if an exchange to a Fidelity annuity is appropriate for your client.

Limited Power of Attorney (LPOA) Form (PDF)
Designate an Advisor Firm Limited Power of Attorney for your client's Insurance Policy or Annuity Contract.

FPRA Annuity Contract Change Form (PDF)
This form can be used to change address and ownership information.

NRR Annuity Contract Change Form (PDF)
This form can be used to change address and ownership information.

Annuity Beneficiary Change Form (PDF)
This form can be used to change beneficiary information on FILI annuities.

Advisor Services Acknowledgement and Representation (LOA) Form (PDF)
Establish an Advisor Firm and Authorized Advisor Representatives through Fidelity Investments Life Insurance Company or Empire Fidelity Investments Life Insurance Company.

Third Party Withdrawal Form (PDF)
This form can be used by a third party authorized to make withdrawals.

Third Party Withdrawal Authorization Form (PDF)
This one-time form is used to authorize a third party to make withdrawals.

Systematic Withdrawal Form (PDF)
Set up a recurring distribution for client from their annuity.

Add Pay Form (PDF)
Use this form to add money to an annuity.

Deferred Variable Annuity Partial Withdrawal/Full Surrender Form (PDF)
Use this form for either a one time withdrawal from the annuity or to surrender the annuity.

Advisor Information Request Form (PDF)
Fill in this form when your client is ready to open an annuity contract.

General Market Perspectives and Economic Commentary

Advisor Services Brochure (PDF)

FPRA Fact Sheet (PDF)

FPRA Special Report (PDF)

Tax Free 1035 Exchange Fact Sheet (PDF)

Maximizing Tax Deferred Savings Fact Sheet (PDF)

How to discuss annuities and insurance (PDF)

View and research investment options and performance

Find out how our quick and easy process works (PDF)

A big win for you.

Exchange¹ an annuity to Fidelity
We do the work. You get:

Increased assets to manage
Ability to receive your advisor fee for managing your clients' annuity assets
Potentially lower charges for clients

Get Details

^† Fidelity Insurance Agency, Inc., has a regulatory review system that monitors and records incoming and outgoing e-mail communications, including attachments. Since e-mail is not a secure method of communication, please do not include any personal customer information.

¹ Before exchanging, customers should check with the current provider to see if it will assess a surrender charge, and also consider the existing benefits and features that may be lost in an exchange.

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