HBW Forms

Before distributing or using an HBW form, please check this page to make sure you are using the latest version.

All forms are in Adobe PDF format and require Adobe Acrobat Reader.

Recruiting Standards and Practices

Licensing & Contracting

New Agent Contracting Paperwork - Information and forms for licensing and contracting new agents.

Personal Contact Information Change Form - Submit this form to update HBW if your contact information changes.

Contract Change Form - Covers requests for hierarchy, life payout, and securities payout changes. (Updated July 26, 2006)

New Business

AIG Transmittal Form - Transmittal form & instructions for submitting AIG business.

Banner Transmittal Form - Transmittal form & instructions for submitting Banner business.

Old Mutual Financial Network Transmittal Form - Transmittal form & instructions for submitting OMFN business.

HBW Life Brokerage Transmittal Form - Transmittal form & instructions for submitting business to life brokerage companies.

Disability Insurance Transmittal Form - Transmittal form & instructions for submitting disability business.

Status Requests - Status request procedures for all divisions.

Advertising / Website Compliance and Review

Insurance Agent Rules of Advertising - Please refer to this document when creating advertising pieces and websites. The Rules of Advertising detail what must be included and excluded in HBW advertising.

Advertising Review Form - All advertisements and websites must be submitted for review prior to being published. This Advertising Review Form must be completed and faxed in with your request for review. (Updated November 1, 2006).

HBW Supplies and Order Forms

Marketing Supplies and Support Online - Order HBW supplies such as HBW brochures, recruiting kits, pens, notepads, Agency Building Systems, business cards etc.

Supply Order Form - Order HBW supplies such as HBW brochures, recruiting kits, pens, notepads, Agency Building Systems, etc the old fashioned way.

Please note that recruiting kits are no longer available free of charge. They can be purchased via the Supply Order Form.

Marketing and recruiting brochure samples:

8 Page Recruiting Brochure 1, 2, 3, 4, 5, 6, 7, 8

4 Page Independent Agent Brochure 1, 2, 3, 4

All The Pieces Are Coming Together Trifold 1, 2

When is 100% better than... Trifold 1, 2

Do you keep an open mind Trifold 1, 2

Three Ingredients Necessary For Success Brochure 1, 2

Business Card & Stationary Order Form - Business card and stationary artwork order form; artwork to be used by your local printer to create business cards and stationary (Updated February 9, 2006).

Business Card & Stationary Artwork Sample - A sample illustration of business card and stationary artwork. (Updated November 30, 2006)

HBW Email Address Order Form - Get your name @HBWInc.com! Includes a webmail so you can check your email from anywhere. $34.95 per year. Fill out this form online! (Updated October 20, 2006)