First Trinity Financial CORP Sample Contracts

EMPLOYMENT AGREEMENT
Employment Agreement • December 7th, 2021 • First Trinity Financial CORP • Life insurance • Oklahoma

This Employment Agreement (this “Agreement”) is entered into this date, by and between FIRST TRINITY FINANCIAL CORPORATION, an Oklahoma corporation (“Company”) and William S. Lay (“Employee”)

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STOCK PURCHASE AGREEMENT July 25, 2011 Trinity Life Insurance Company The Doctors Life Insurance Company The Doctors Company, An Interinsurance Exchange
Stock Purchase Agreement • July 27th, 2011 • First Trinity Financial CORP • Life insurance

THIS STOCK PURCHASE AGREEMENT (the “Agreement”) is entered into as of July __, 2011 (the “Effective Date”), by and among Trinity Life Insurance Company, an Oklahoma corporation (“Buyer”), The Doctors Life Insurance Company, a life insurance company organized under the laws of the State of California (the “Company”) and The Doctors Company, An Interinsurance Exchange, a California corporation (“Seller”).

PROMOTIONAL SHARES ESCROW AGREEMENT
Promotional Shares Escrow Agreement • April 30th, 2007 • First Trinity Financial CORP

This Promotional Shares Escrow Agreement (“Agreement”) was entered into , 2005, among First Trinity Financial Corporation.(the “Company”), 7633 East 63rd Place, Suite 230, Tulsa, Oklahoma 74133. and (the “Depositor”), and Arvest Bank (the “Escrow Agent”). The Escrow Agent is located at 7633 E. 63rd Place, Suite 255, Tulsa, Oklahoma 74133. The Company, Depositors and Escrow Agent are collectively referred to as “Signatories” in this Agreement.

EMPLOYMENT AGREEMENT
Employment Agreement • December 13th, 2011 • First Trinity Financial CORP • Life insurance • Oklahoma

This Employment Agreement (this “Agreement”) is entered into this date, by and between FIRST TRINITY FINANCIAL CORPORATION, an Oklahoma corporation (“Company”) and Jeffrey J. Wood (“Employee”)

SHARE ACQUISITION AGREEMENT by and among FIRST TRINITY FINANCIAL CORPORATION, MTCP LLC, BRICKELL L&A HOLDINGS LLC, AND WILL KLEIN AND GERALD KOHOUT, in their capacity as Shareholders’ Representatives dated as of April 24, 2023
Share Acquisition Agreement • April 26th, 2023 • First Trinity Financial CORP • Life insurance • Oklahoma

This SHARE ACQUISITION AGREEMENT, dated as of April 24, 2023 (this “Agreement”), is by and among (i) First Trinity Financial Corporation, an Oklahoma corporation (the “Company”), (ii) MTCP LLC, a Florida limited liability company (“Buyer”), (iii) Brickell L&A Holdings LLC, a Delaware limited liability company and a wholly-owned subsidiary of Buyer (“Acquisition Sub”), and (iv) Will Klein and Gerald Kohout, each solely in their capacity as representatives of the Company Shareholders (together, the “Shareholders’ Representatives” and each a “Shareholders’ Representative”). The Company, Buyer, Acquisition Sub and the Shareholders’ Representatives shall be referred to herein from time to time collectively as the “parties” and individually as a “party.”

SUBSCRIPTION ESCROW AGREEMENT
Subscription Escrow Agreement • June 25th, 2010 • First Trinity Financial CORP • Life insurance

This Agreement made effective as of _____ between First Trinity Financial Corporation, an Oklahoma Corporation (the “Company”), and Bank of Oklahoma, N.A. (the “Agent”).

SUBSCRIPTION AGREEMENT FIRST TRINITY FINANCIAL CORPORATION
Subscription Agreement • June 23rd, 2010 • First Trinity Financial CORP • Life insurance

The undersigned acknowledges receipt of a copy of the Prospectus (the “Prospectus”) dated , 2010 relating to the offering of shares of common stock of First Trinity Financial Corporation, an Oklahoma corporation (the “Corporation”). The shares are being offered by the Corporation at $7.50 per share and in the manner described in the Prospectus.

FIRST AMENDMENT TO LEASE AGREEMENT
Lease Agreement • April 14th, 2009 • First Trinity Financial CORP • Life insurance

THIS FIRST AMENDMENT TO LEASE AGREEMENT (“this First Amendment”) is entered into this 1st day of July, 2008 by and between Amejak Limited Partnership, (hereinafter referred to as “Lessor”), and First Trinity Financial Corporation (hereinafter referred to as “Lessee”).

THIRD AMENDMENT TO EMPLOYMENT AGREEMENT
Employment Agreement • February 29th, 2016 • First Trinity Financial CORP • Life insurance

THIS THIRD AMENDMENT TO EMPLOYMENT AGREEMENT (the "Third Amendment to Employment Agreement") is entered into this 26th day of February 2016 (retroactive to January 1, 2016) by and between First Trinity Financial Corporation, an Oklahoma corporation (the "Company"), and Jeffrey J. Wood ("Employee").

First Trinity Financial Corporation
First Trinity Financial CORP • February 28th, 2024 • Life insurance

Reference is made to that certain Share Acquisition Agreement by and among First Trinity Financial Corporation (“FTFC”), MTCP LLC (“MTCP”), Brickell L&A Holdings LLC (“Brickell”) and Will Klein and Gerald Kohout in their capacities as Shareholders’ Representatives (“Representatives”) dated April 24, 2023; and to that certain Fifth Amendment to Share Acquisition Agreement (“Fifth Amendment”) by and among FTFC, MTCP and Brickell dated February 9, 2024.

STOCK PURCHASE AGREEMENT
Stock Purchase Agreement • December 2nd, 2011 • First Trinity Financial CORP • Life insurance • Oklahoma

This Stock Purchase Agreement (“Agreement”) is entered into as of November 2, 2011 by and among First Trinity Financial Corporation (“First Trinity”), an Oklahoma Corporation and Midwest Holding Inc., a Nebraska corporation (“Midwest”), and Rick Meyer (“R. Meyer”), Travis Meyer (“T. Meyer”), Les Meyer (“L. Meyer) and Corey Meyer (“C. Meyer”), individuals (also referred to herein as “Individual Sellers”).

Offer to Purchase for Cash All Outstanding Shares of Common Stock of FAMILY BENEFIT LIFE INSURANCE COMPANY $11.05 Net Per Share in Cash by TRINITY LIFE INSURANCE COMPANY, a wholly-owned Subsidiary of FIRST TRINITY FINANCIAL CORPORATION
First Trinity Financial CORP • November 10th, 2011 • Life insurance

The Offer (as defined herein) is being made pursuant to the Agreement, dated as of October 20, 2012 (the "Agreement"), by and between Trinity Life Insurance Company, an Oklahoma corporation (“Purchaser”), and a wholly-owned subsidiary of First Trinity Financial Corporation, and Family Benefit Life Insurance Company, a Missouri corporation (the “Company”). Purchaser is offering to purchase all of the outstanding shares of common stock, $1.00 par value (the "Shares"), of the Company at a price of $11.05 per Share, net to the seller in cash, without interest and less any applicable withholding taxes (the "Offer Price"), upon the terms and subject to the conditions set forth in this offer to purchase (this "Offer to Purchase") and the related letter of transmittal (the "Letter of Transmittal"), which, together with any amendments or supplements, collectively constitute the "Offer." Pursuant to the Agreement, following the consummation of the Offer, Purchaser will continue to operate the Co

AMENDMENT TO AMENDED AND RESTATED EMPLOYMENT AGREEMENT
Employment Agreement • May 25th, 2022 • First Trinity Financial CORP • Life insurance • Oklahoma

THIS AMENDMENT TO AMENDED AND RESTATED EMPLOYMENT AGREEMENT (this “Amendment”) is made as of May 23, 2022, by and between Gregg Zahn (“Employee”) and First Trinity Financial Corporation (the “Company”) (each a “Party,” and collectively the “Parties”).

Munich American Reassurance Company Automatic YRT Second Excess Reinsurance Agreement between Trinity Life Insurance Company Tulsa, Oklahoma (hereinafter referred to as the “Ceding Company”) and Munich American Reassurance Company Atlanta, Georgia...
Benefit Payments Procedure • July 23rd, 2007 • First Trinity Financial CORP • Life insurance • Oklahoma

A - Retention Limits of the Ceding Company and First Excess Limits B - Plans Covered and Binding Limits C - Forms, Manuals and Issue Rules D - Reinsurance Premiums E - Self-Administered Reporting F - List of Risks Reinsured G - List of Amendments H - In Force Summary Form I - Application for Facultative Reinsurance Form

FIRST AMENDMENT TO ADMINISTRATIVE SERVICES AGREEMENT BETWEEN TRINITY LIFE INSURANCE COMPANY AND INVESTORS HERITAGE LIFE INSURANCE COMPANY
Administrative Services Agreement • June 17th, 2009 • First Trinity Financial CORP • Life insurance

Pursuant to mutual agreement by both parties, the original administrative services agreement between these two parties dated January 11, 2007 is amended as follows:

AMENDMENT TO EMPLOYMENT AGREEMENT
Employment Agreement • December 13th, 2011 • First Trinity Financial CORP • Life insurance

THIS AMENDMENT TO EMPLOYMENT AGREEMENT (the "Amendment") is entered into this 8th day of December 2011 (retroactive to August 1, 2011) by and between First Trinity Financial Corporation an Oklahoma corporation (the "Company"), and Gregg Zahn ("Employee").

AMENDED AND RESTATED EMPLOYMENT AGREEMENT
Employment Agreement • August 21st, 2024 • First Trinity Financial CORP • Life insurance

This Amended and Restated Employment Agreement (this “Agreement”) is entered into as of the Effective Date (as defined below), by and between FIRST TRINITY FINANCIAL CORPORATION, an Oklahoma corporation (“Company”) and JEFFREY J. WOOD (“Employee”).

AMENDED AND RESTATED EMPLOYMENT AGREEMENT
Employment Agreement • March 20th, 2019 • First Trinity Financial CORP • Life insurance • Oklahoma

This Amended and Restated Employment Agreement (this "Agreement") is entered into this date, by and between FIRST TRINITY FINANCIAL CORPORATION, an Oklahoma corporation ("Company") and Jeffrey J. Wood ("Employee")

LEASE AGREEMENT
Lease Agreement • April 30th, 2007 • First Trinity Financial CORP

THIS LEASE AGREEMENT (the “Lease”) is made and entered into on this the 1 day of January 2005, between Amejak Limited Partnership, an Oklahoma Limited Partnership, (“Landlord”) and First Trinity Financial Corporation, an Oklahoma Corporation, (“Tenant”).

AMENDMENT TO EMPLOYMENT AGREEMENT
Employment Agreement • October 10th, 2012 • First Trinity Financial CORP • Life insurance

THIS AMENDMENT TO EMPLOYMENT AGREEMENT (the "Amendment") is entered into this 8th day of October 2012 by and between First Trinity Financial Corporation an Oklahoma corporation (the "Company"), and Gregg Zahn ("Employee").

First Trinity Financial Corporation (“First Trinity”) completes acquisition of First Life America Corporation Tulsa, OK January 26, 2009—As previously reported, First Trinity entered into a Stock Purchase Agreement to purchase all the outstanding...
First Trinity Financial CORP • January 27th, 2009 • Life insurance

This is a significant step forward in the expansion of our life insurance business and the growth of the company, said Gregg Zahn, CEO and founder of First Trinity.

GUARANTY AGREEMENT
Guaranty Agreement • May 15th, 2009 • First Trinity Financial CORP • Life insurance

THIS GUARANTY AGREEMENT (as amended, supplemented, restated or otherwise modified from time to time, this “Guaranty”) is made and entered into effective as of March 12, 2009, by FIRST TRINITY FINANCIAL CORPORATION, an Oklahoma corporation (“FTFC” and the Person required by the Credit Agreement to execute a Guaranty Agreement, the “Guarantor”, for the benefit of FIRST NATIONAL BANK OF MUSKOGEE, as the Lender signatory party to the Credit Agreement described below (“Lender”).

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AMENDMENT TO EMPLOYMENT AGREEMENT
Employment Agreement • April 28th, 2010 • First Trinity Financial CORP • Life insurance

THIS AMENDMENT TO EMPLOYMENT AGREEMENT (the “Amendment”) is entered into this 23rd day of April, 2010 by and between First Trinity Financial Corporation an Oklahoma corporation (the “Company”), and William S. Lay (“Employee”).

SENIOR SECURED REVOLVING CREDIT LOAN AGREEMENT Dated as of March 12, 2009 between FIRST TRINITY CAPITAL CORPORATION as Borrower AND FIRST NATIONAL BANK OF MUSKOGEE, as Lender
Credit Loan Agreement • May 15th, 2009 • First Trinity Financial CORP • Life insurance • Oklahoma

This SENIOR SECURED REVOLVING CREDIT AGREEMENT, dated as of March 12, 2009 is entered into among FIRST TRINITY CAPITAL CORPORATION an Oklahoma corporation as borrower, with its principal and chief place of business at 7633 East 63rd Place, Suite 230, Tulsa, OK 74133 (the “Borrower”) and FIRST TRINITY FINANCIAL CORPORATION an Oklahoma corporation as guarantor, with its principal and chief place of business at 7633 East 63rd Place, Suite 230, Tulsa, OK 74133 (the “Guarantor”),and FIRST NATIONAL BANK OF MUSKOGEE, as lender, with its main banking offices at 510 North Main, Muskogee, Oklahoma 74401 (the “Lender”).

SECOND AMENDMENT TO LEASE AGREEMENT
Lease Agreement • June 22nd, 2010 • First Trinity Financial CORP • Life insurance

THIS SECOND AMENDMENT TO LEASE AGREEMENT (“this Second Amendment”) is entered into this 17th day of June, 2010 by and between Amejak Limited Partnership, (hereinafter referred to as “Lessor”), and First Trinity Financial Corporation (hereinafter referred to as “Lessee”).

FIRST AMENDMENT TO EMPLOYMENT AGREEMENT
Employment Agreement • April 11th, 2013 • First Trinity Financial CORP • Life insurance

THIS FIRST AMENDMENT TO EMPLOYMENT AGREEMENT (the "First Amendment to Employment Agreement") is entered into this 9th day of April 2013 (retroactive to January 1, 2013) by and between First Trinity Financial Corporation, an Oklahoma corporation (the "Company"), and Jeffrey J. Wood ("Employee").

AMENDED AND RESTATED EMPLOYMENT AGREEMENT
Employment Agreement • September 8th, 2017 • First Trinity Financial CORP • Life insurance • Oklahoma

This Amended and Restated Employment Agreement (this "Agreement") is entered into this date, by and between FIRST TRINITY FINANCIAL CORPORATION, an Oklahoma corporation ("Company") and Gregg Zahn ("Employee")

ADMINISTRATIVE SERVICES AGREEMENT BETWEEN FIRST LIFE AMERICA CORPORATION AND INVESTORS HERITAGE LIFE INSURANCE COMPANY
Administrative Services Agreement • June 17th, 2009 • First Trinity Financial CORP • Life insurance • Kentucky
AMENDMENT NO. 1 TO STOCK PURCHASE AGREEMENT
Stock Purchase Agreement • August 29th, 2008 • First Trinity Financial CORP • Life insurance

THIS AMENDMENT NO. 1 (the “Amendment”) to that certain STOCK PURCHASE AGREEMENT dated as of July 18, 2008 (the “Agreement”) by and among FIRST TRINITY FINANCIAL CORPORATION, an Oklahoma corporation (the “Buyer”), FIRST LIFE AMERICA CORPORATION, a Kansas life insurance company (the “Company”) and BROOKE CAPITAL CORPORATION, a Kansas corporation (the “Seller”), is made an entered in this 29th day of August, 2008.

Contract
First Trinity Financial CORP • April 14th, 2009 • Life insurance

GENERAL SERVICES ADMINISTRATION PUBLIC BUILDINGS SERVICE _____ SUPPLEMENTAL AGREEMENT _____ DATE SUPPLEMENTAL LEASE AGREEMENT _____ NO. 2 JUl 1 0 2006 —— -— — — TO LEASE NO. GS- 06P-00030 —

Investors Heritage Life Insurance Company P.O. Box 717 Frankfort KY 40602-0717 1-800-422-2011 Fax: 502-875-7084 investorsheritage@ihlic.com
Benefit Payments Procedure • July 23rd, 2007 • First Trinity Financial CORP • Life insurance • Oklahoma

This is a YRT agreement for indemnity reinsurance (the “Agreement”) solely between Trinity Life Insurance Company, Tulsa, Oklahoma (“the Ceding Company”), and Investors Heritage Life Insurance Company (“IHLIC”),of Frankfort, Kentucky, collectively referred to as the “parties”.

SECOND AMENDMENT TO EMPLOYMENT AGREEMENT
Employment Agreement • December 28th, 2015 • First Trinity Financial CORP • Life insurance

THIS SECOND AMENDMENT TO EMPLOYMENT AGREEMENT (the "Second Amendment to Employment Agreement") is entered into this 23rd day of December 2015 (retroactive to January 1, 2015) by and between First Trinity Financial Corporation, an Oklahoma corporation (the "Company"), and Jeffrey J. Wood ("Employee").

THIRD AMENDMENT TO EMPLOYMENT AGREEMENT
Employment Agreement • April 11th, 2013 • First Trinity Financial CORP • Life insurance

THIS THIRD AMENDMENT TO EMPLOYMENT AGREEMENT (the "Third Amendment to Employment Agreement") is entered into this 9th day of April 2013 (retroactive to January 1, 2013) by and between First Trinity Financial Corporation, an Oklahoma corporation (the "Company"), and Gregg E. Zahn ("Employee").

SUBSCRIPTION AGREEMENT FIRST TRINITY FINANCIAL CORPORATION
Subscription Agreement • December 21st, 2009 • First Trinity Financial CORP • Life insurance

The undersigned acknowledges receipt of a copy of the Prospectus (the “Prospectus”) dated ____________, 2010 relating to the offering of securities of First Trinity Financial Corporation, an Oklahoma corporation (the “Corporation”). The shares are being offered by the Corporation at $7.50 per share and in the manner described in the Prospectus.

ADMINISTRATIVE SERVICES AGREEMENT BETWEEN TRINITY LIFE INSURANCE COMPANY AND INVESTORS HERITAGE LIFE INSURANCE COMPANY
Administrative Services Agreement • April 30th, 2007 • First Trinity Financial CORP • Kentucky
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