Melissa Shaw Planner

Welcome Financial Professionals to my virtual brokerage agency, where I can work with you and help you be more productive. These are many of the resources available to you. Thank you for working with us!


Transamerica Brokers and Agents: Use the jump menus below to access
a multitude of contracts, applications and forms.


Applications & Forms
Fast App — Transamerica Life Insurance LB application for CA (pdf 1.3MB) Updated 1/13/2016
Fast App — Transamerica Life Insurance Trendsetter SUPER for CA (pdf 1.1MB) updated 1/13/2016
MetLife CA Life Insurance Application (pdf 1.6MB) Updated 06/2012
MetLife CA Term Application (pdf 1.5MB) Updated 01/19/2013
The Standard Disability Application CA (pdf 1MB) and
Outline of Coverage CA (pdf 79kb) Updated 09/2014
The Standard Disability Tele-App-CA (pdf 892kb) Updated 10/2014
Ash Authorization Form (pdf 244kb) Updated 10/2014
Ash Coversheet for Disability Income Application (pdf 232kb) Updated 10/2014
The Standard Overhead Outline of Coverage (pdf 20kb) Updated 10/2014
The Standard Overhead Supplemental Form (pdf 33kb) Updated 10/2014
The Standard Contracting Paperwork (pdf 346kb)
Genworth Financial Producer information and appointment form (PIF) and execution of producer agreement (pdf 262kb)
Genworth Application for CA Partnership (pdf 3.5MB) Updated 05/2014
GE Partnership Consumer Brochure (pdf 1MB) Updated 05/2014
John Hancock Life Insurance Application (pdf 2MB) Updated 06/2012
John Hancock Life Insurance App with LTC and 1035 form (pdf 1.13MB) Updated 1/21/2013
Nationwide Life Insurance with LTC rider (pdf 2097kb) Updated 8/29/2011
Columbus CA Explorer Application ver 2016 (pdf 1.91MB)
Columbus CA Index UL Application Ver. 10/2013 (pdf 1.7MB)
Columbus Life Appointment Kit
Columbus Life Broker Logon
Transamerica Broker Logon
Order an Illustration




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