| Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it | Source |
|---|
| Oct 24, 2022 D/A HNW PPVUL Series Account - 1 File 021-172945 | $3,080,195 (est.) | $0 | $0 Zurich American Life Insurance Company deducts charges from premium and policy values per terms of applicable insurance contract. | M Holdings Securities, Inc. BrokerCheck CRD 43285 ↗ Winged Keel Group, Inc. no CRD number reported Lion Street Financial, LLC BrokerCheck CRD 165828 ↗ First Liberties Financial BrokerCheck CRD 14432 ↗ Stern Capital BrokerCheck CRD 141226 ↗ Kestra Investment Services BrokerCheck CRD 42046 ↗ The Leaders Group, Inc. BrokerCheck CRD 37157 ↗ Westpark Capital, Inc. BrokerCheck CRD 39914 ↗ Morgan Stanley BrokerCheck CRD 149777 ↗ UBS Financial Services Inc. BrokerCheck CRD 8174 ↗ Oberlin Financial International, LLC BrokerCheck CRD 294205 ↗ AFS Securities, LLC BrokerCheck CRD 171819 ↗ American Trust Investment Services BrokerCheck CRD 3001 ↗ Benefit Finance Securities LLC BrokerCheck CRD 45113 ↗ | EDGAR ↗ |
| Sep 22, 2022 D/A Group Variable Annuity Series I Separate Account File 021-342497 | $2,115,000 (est.) | $0 | $0 Zurich American Life Insurance Company deducts charges from premium and contract values per terms of applicable annuity contract. | Meyer-Chatfield no CRD number reported | EDGAR ↗ |
| Sep 13, 2022 D/A ZALICO VARIABLE SERIES II SEPARATE ACCOUNT File 021-139840 | $336,723 (est.) | $0 | $0 As issuer of variable life insurance policies, Zurich American Life Insurance Company will receive amounts from charges deducted under the policies, but no executive officer, director or promoter will receive any portion of the gross offering proceeds | Wells Fargo Insurance Services Investment Advisors BrokerCheck CRD 35419 ↗ | EDGAR ↗ |
| Sep 13, 2022 D/A ZALICO VARIABLE SERIES III SEPARATE ACCOUNT File 021-139808 | $101,893 (est.) | $0 | $0 As issuer of the variable life insurance policies, Zurich American Life Insurance Company will receive amounts from charges deducted under the policies, but no executive officer, director or promoter will receive any portion of the gross offering proceeds | Wells Fargo Insurance Services Investment Advisors, Inc. BrokerCheck CRD 35419 ↗ Benefit Finance Securities BrokerCheck CRD 45113 ↗ | EDGAR ↗ |
| Sep 13, 2022 D/A ZALICO VL Series Account - 2 File 021-163516 | $0 | $0 | $0 As issuer of the variable life insurance policies, ZALICO will receive amounts from charges deducted from policies, but no executive officer, director or promoter will receive any position or portion of the gross offering proceeds. | None listed on this filing | EDGAR ↗ |
| Sep 8, 2022 D/A ZALICO VARIABLE SERIES VI SEPARATE ACCOUNT File 021-139810 | $337,456 (est.) | $0 | $0 As issuer of the variable life insurance policies, Zurich American Life Insurance Company will receive amounts from charges deducted under the policies, but no executive officer, director or promoter will receive any portion of the gross offering proceeds | Wells Fargo Insurance Services Investment Advisors, Inc. BrokerCheck CRD 35419 ↗ | EDGAR ↗ |
| Sep 8, 2022 D/A ZALICO Variable Annuity Separate Account -- 2 File 021-155451 | $904,238 | $0 | $0 As issuer, ZALICO will receive amounts from charges deducted under the contracts, but no executive officer, director or promoter will receive any portion of the gross offering proceeds. | MFI Investments Corp BrokerCheck CRD 2864 ↗ 1st Global Capital Corp Husami & Associates BrokerCheck CRD 30349 ↗ | EDGAR ↗ |
| Jun 29, 2022 D/A ZALICONY HNW PPVA Series Account - 1 File 021-220492 | $889,761 (est.) | $0 | $0 ZALICONY deducts charges from premium and policy values per terms of applicable annuity contract. | Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗ Deborah Montaperto BrokerCheck CRD 1669425 ↗ M Holdings Securities BrokerCheck CRD 43285 ↗ American Portfolios BrokerCheck CRD 18487 ↗ First Liberties Financial BrokerCheck CRD 14432 ↗ NFP Advisor Services BrokerCheck CRD 42046 ↗ | EDGAR ↗ |
| Jun 28, 2022 D/A ZALICO Variable Series I Separate Account File 021-139876 | $7,937,692 (est.) | $0 | $0 As issuer of the variable life insurance policies, Zurich American Life Insurance Company will receive amounts from charges deducted under the policies, but no executive officer, director or promoter will receive any portion of the gross offering proceeds | Wells Fargo Advisors, LLC BrokerCheck CRD 19616 ↗ Benefit Finance Securities BrokerCheck CRD 45113 ↗ WJ Lynch Investor Services LLC (William J. Lynch & Associates) BrokerCheck CRD 140762 ↗ | EDGAR ↗ |
| Jun 28, 2022 D/A HNW PPVA Series Account - 1 File 021-215800 | $1,879,756 | $0 | $0 Zurich American Life Insurance Company deducts charges from premium and policy values per terms of applicable insurance contract | M Holdings Securities BrokerCheck CRD 43285 ↗ Winged Keel Group, Inc. no CRD number reported Michael B. Liebeskind BrokerCheck CRD 1219051 ↗ Eric Naison-Phillips BrokerCheck CRD 5155539 ↗ | EDGAR ↗ |
| Jun 28, 2022 D/A VL Series Account-1 File 021-234636 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |