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Agents/Brokers
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Commonwealth Annuity and Life Insurance Company
(Formerly Allmerica Financial Life Insurance and Annuity Company)
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Zurich American Life Insurance Company / Protective Life Insurance Company
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Transamerica Life Insurance Company
First Allmerica Financial Life Insurance Company
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Fidelity Mutual Life Insurance Company
Commonwealth Annuity
| Product | Prefix |
|---|---|
| Allmerica Annuity Client | JN/JQ PN/PQ |
| Allmerica Client Life | 0... L V/Y |
| Allmerica Premier Choice (C-shares) | AC |
| Allmerica Value Generation (Annuity Scout) | VR |
| Canada Life | CL |
| Commonwealth Annuity Advantage IV | 408 |
| Commonwealth Annuity Preferred Plus | 409 |
| CPA | NV |
| Delaware Golden Medallion | DB |
| Delaware Medallion | MN/MQ |
| Directed Advisory Solutions (Fundquest) | FR |
| First Union | VU |
| Fulcrum | FN/FQ |
| Group Term Life | GP |
| Group VEL | V0 (zero) |
| Health/Medical Policies | H/A/X/R |
| High Net Worth Products | RG/FG/FI |
| Immediate Advantage Variable Annuity (IVA) | AI |
| Product | Prefix |
|---|---|
| IMO | VM |
| John Hancock (EL Policies) | L/EL |
| Pioneer Vision & C-Vision | VN/VQ |
| Pioneer Xtra Vision | PB |
| Scudder Gateway | ZN/ZQ |
| Scudder Gateway Custom | CN/CQ |
| Scudder Gateway Elite | GN/GQ |
| Scudder Gateway Incentive | CD |
| Scudder Gateway Plus | CB |
| Select Acclaim | SD |
| Select Life | SL |
| Select Life - Non NY/NY | VS/YS |
| Select Life Plus | SV |
| Select Optim - L | SM |
| Select Resource & Charter | AN/AQ |
| Select Reward | SB |
| Select SPL II - Non NY | S1/S3 |
| Select SPL II - NY | S2/S4 |
| Select Survivorship | SJ |
| VUL 2001 - Agency Vision | V2 |
Zurich American / Protective Life
| Product | Prefix |
|---|---|
| Chase Classic II Fixed Annuity NY | Z0 |
| Chase Insurance Classic II/Elite | F0 |
| Chase Insurance Fixed Annuity | F0 |
| Chase/PL Insurance Advantage III/Preferred Plus | V0 |
| Chase/PL Insurance Variable Annuity | B0 |
| Flexible Premium Deferred Annuity | FK |
| Group Saver Annuity | J0 |
| IRA90 | 10 |
| JP Morgan Fixed Annuity | PA/MA |
| Zurich Advantage I | G0/HO |
| Zurich Advantage III | K0 |
| Zurich Passport | T0 |
| Product | Prefix |
|---|---|
| Periodic Group Annuity | E(SS#) and F(SS#) |
| Pro 1-5 | FK |
| Swiss Account 1 and 2 | ZL |
| Tax Sheltered Annuity | B0 |
| Tax Sheltered Annuity 1 Year | C0 |
| Tax Sheltered Annuity 90 Days | D0 |
| Zurich Classic Fixed Annuity (I & II) | Z0 |
| Zurich Elite | N0 |
| Zurich Mid-Load | M0 |
| Zurich Preferred | R0 |
| Zurich Preferred Plus | W0 |
| Zurich Wholesale Fixed Annuity | V0 |
Transamerica
| Product | Prefix |
|---|---|
| Transamerica | 54 |
First Allmerica
| Product | Prefix |
|---|---|
| Traditional Whole Life Policies Individual Retirement Pensions Group Retirement Plans (RIO/RIFA) | IN CI IC LA GS GI RS |
Fidelity Mutual
| Product | Prefix |
|---|---|
| 401K Annuity | 0K |
| Accident/Disability | A.../Z... |
| BF Goodrich Lifetime Disability Payouts | DP |
| Employee Pension or Disability Payout | 5 digit numeric |
| Group Annuity | 0C |
| Group Paid Up Life Insurance | GP |
| Immediate Annuities | D0/DO |
| IRA | FM |
| Product | Prefix |
|---|---|
| Qualified Pension Annuity | P1/PM |
| Reinsurance Assumed | 7 digit numeric |
| Retired Agent Deferred Annuity | RB (last name) |
| RLR Side Fun (Annuity) | PG |
| Settlement Option | CF/GI/P0 |
| Traditional Life Insurance or Settlement Option | 7 digit numeric |
| Universal Life or Annuity/Settlement Option | 0M... / M... / 0S |