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Supervision and Sales Agreement

Supervision and Sales Agreement 2026

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The document is a Broker/Dealer Supervision and Sales Agreement between AFSG Securities Corporation, PFL Life Insurance Company, and a designated Broker. It outlines the roles, responsibilities, and agreements of each party regarding the solicitation and sale of variable life insurance and annuity contracts. Key sections include definitions of terms, obligations of the Distributor and Broker, compensation structures, compliance with regulatory requirements, indemnity clauses, and provisions for termination and governing law.

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Click ‘Get Form’ to open the Supervision and Sales Agreement in our editor.
Begin by filling in the date at the top of the form. This is crucial as it marks the effective date of the agreement.
In the 'Broker' section, enter the name of your corporation and its legal structure. Ensure accuracy for compliance purposes.
Proceed to Section A, where you will define key terms such as 'Contracts' and 'Accounts'. Fill these out based on your specific agreements.
In Section B, outline your agreements with the Distributor. Clearly state your authority to solicit applications for Contracts.
Complete Section C by detailing your obligations as a Broker, including compliance with training and ethical standards.
Review Sections D through J for compensation details, complaints procedures, and termination clauses. Make sure all information is accurate before finalizing.

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