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Resource Library

Welcome to the Knighthead Life Resource Library—your navigational chart for literature, resources and essential tools. Whether you’re guiding clients through financial decisions or accessing key service forms, you’ll find everything you need to stay on course.

Jump to: LITERATURE  |  RESOURCES  |  TOOLS

Literature 

National:

Knighthead Fact Sheet
Staysail Overview
A Guide to Staysail
Staysail Rate Sheet/State Availability Guide
Staysail Rate Sheet Flyer – 3 Year
Staysail Rate Sheet Flyer – 5 Year
Staysail Rate Sheet Flyer – 7 Year
Staysail Compensation Guide

State-Specific:

Staysail Overview CALIFORNIA
A Guide to Staysail CALIFORNIA
Staysail Rate Sheet Flyer – 3 Year CA
Staysail Rate Sheet Flyer – 5 Year CA
Staysail Rate Sheet Flyer – 7 Year CA
Resources

Servicing Forms:

Annuity Change Request
Assignment of Annuity as Collateral Request
Beneficiary Change Request Form
Beneficiary Form Continued
Free Look Request Form
Release of Collateral Assignment Request Form
Withdrawal Request
Tools
Compliance Guide for Financial Professionals
NAIC Buyer’s Guide for Financial Professionals
Staysail Disclosure
Staysail Disclosure NV

Looking forward starts now.

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1900 South Blvd
Suite 300
Charlotte, NC 28203

(833) 637-4854

info@knightheadinsurance.com

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Retirement, recharted.

Information provided on Knighthead Life’s website is not intended as legal or tax advice. This material is intended to be a general description for public review and education. Please consult with your Financial Advisor before purchasing any of Knighthead Life’s annuity products, which may only be available in certain states. Annuities are long term retirement vehicles and may only be offered by a licensed insurance agent. Knighthead Life’s products are not guaranteed by any bank nor insured by the FDIC/NCUA. Guarantees are subject to the claim paying ability of the issuing insurance company, Merit Life Insurance Co.

Knighthead Life is the brand name of Knighthead US Holdings, Inc. and its subsidiaries, Merit Life Insurance Co. (“Merit Life”) and Knighthead American Life Insurance Company (“KALIC”).

Knighthead Life is underwritten by Merit Life Insurance Co., rated A- (Excellent) as of November 7, 2024 by AM Best. For the latest AM Best’s Credit Rating, access www.ambest.com. Please note this rating does not apply to any investment product and is subject to change.

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