EXHIBIT 10.1 ADMINISTRATIVE SERVICES AGREEMENT This Administrative Services Agreement ("Agreement") is entered into and effective as of June 5, 2002, between Investors Insurance Corporation ("IIC"), a Delaware corporation, and Legacy Marketing Group...Administrative Services Agreement • September 16th, 2004 • Regan Holding Corp • Life insurance • California
EXHIBIT 4Shareholder's Agreement • August 15th, 2003 • Regan Holding Corp • Life insurance • California
BUSINESS LOAN AGREEMENTBusiness Loan Agreement • May 17th, 1999 • Regan Holding Corp • Life insurance • California
THIS BUSINESS LOAN AGREEMENT between REGAN HOLDING CORP. ("Borrower") and National Bank of the Redwoods ("Lender") is made and executed on the following terms and conditions. Borrower has received prior commercial loans from Lender or has applied to Lender for a commercial loan or loans and other financial accommodations, Including those which may be described on any exhibit or schedule attached to this Agreement All such loans and financial accommodations, together with all future loans and financial accommodations from Lender to Borrower, are referred to In this Agreement Individually as the "Loan" and collectively as the "Loans." Borrower understands and agrees that: (a) In granting, renewing, or extending any Loan, Lender is relying upon Borrower's representations, warranties, and agreements, as set forth in this Agreement; (b) the granting, renewing, or extending of any Loan by Lender at all times shall be subject to Lender's sole judgment and discretion; and (c) all such Loans sh
Exhibit 10(r) AGREEMENT OF PURCHASE AND SALE ------------------------------ SUMMARY OF CERTAIN TERMS ------------------------ EFFECTIVE DATE: July 25, 2005Agreement of Purchase and Sale • March 31st, 2006 • Regan Holding Corp • Life insurance • California
LEGACY MARKETING GROUP TRANSAMERICA LIFE INSURANCE AND ANNUITY COMPANYMarketing Agreement • July 23rd, 2004 • Regan Holding Corp • Life insurance
EXHIBIT 10.3 AMENDMENT EIGHT TO ADMINISTRATIVE SERVICE AGREEMENT THIS EIGHTH AMENDMENT TO THE ADMINISTRATIVE SERVICE AGREEMENT is effective as indicated herein, by and between TRANSAMERICA LIFE INSURANCE AND ANNUITY COMPANY, hereinafter referred to as...Service Agreement • November 14th, 2003 • Regan Holding Corp • Life insurance
SUNTRUST Commercial Note Borrower: Regan Holding Corporation Date: April 23, 2004 Borrower Address: 2090 Marina Ave Petaluma, CA 94954-6714 Loan Amount: Two Million, Eight Hundred Seventy Thousand, One Hundred Fifty-Two Dollars and no cents...Regan Holding Corp • August 12th, 2004 • Life insurance • Georgia
SunTrust Bank 211 Perimeter Ctr Pkwy Ste 100 Atlanta, GA 30346 (770) 352-5200 "LENDER" CONSTRUCTION LOAN AGREEMENT BORROWER: REGAN HOLDING CORPORATION ADDRESS: 2090 MARINA AVE. TELEPHONE NO.: IDENTIFICATION NO.: 68-0211359-015Construction Loan Agreement • March 30th, 2004 • Regan Holding Corp • Life insurance
EXHIBIT 10.2 AMENDMENT SIX TO ADMINISTRATIVE SERVICES AGREEMENT THIS SIXTH AMENDMENT TO THE ADMINISTRATIVE SERVICES AGREEMENT is effective as indicated herein, by and between TRANSAMERICA LIFE INSURANCE AND ANNUITY COMPANY, hereinafter referred to as...Administrative Services Agreement • August 15th, 2003 • Regan Holding Corp • Life insurance
AMENDMENT NINE TO ADMINISTRATIVE SERVICE AGREEMENT THIS NINTH AMENDMENT TO THE ADMINISTRATIVE SERVICE AGREEMENT is effective as indicated herein, by and between TRANSAMERICA LIFE INSURANCE AND ANNUITY COMPANY, hereinafter referred to as...Administrative Service Agreement • July 23rd, 2004 • Regan Holding Corp • Life insurance
1 EXHIBIT 10.2Insurance Processing Agreement • November 14th, 2000 • Regan Holding Corp • Life insurance
EXECUTION COPY PURCHASE OPTION AGREEMENT THIS PURCHASE OPTION AGREEMENT (this "Agreement"), dated as of the 1st day of July, 2002, between SCOR Life U.S. Re Insurance Company, a Texas corporation ("SCOR") and Regan Holding Corp., a California...Purchase Option Agreement • January 30th, 2004 • Regan Holding Corp • Life insurance • New York
OFFICE LEASEOffice Lease • November 14th, 1996 • Regan Holding Corp • Life insurance
EXHIBIT 10(C)(27) AMENDMENT TWENTY-SEVEN TO INSURANCE PROCESSING AGREEMENT This document is Amendment Twenty-Seven to the Insurance Processing Agreement made and entered into effective June 1, 1993, and amended by Amendment One to Insurance Processing...Insurance Processing Agreement • March 31st, 2003 • Regan Holding Corp • Life insurance
MARKETING AGREEMENTMarketing Agreement • October 19th, 2009 • Regan Holding Corp • Life insurance • Georgia
This Marketing Agreement is made and entered into and effective as of the Effective Date (the “Agreement”), by and between the parties as follows:
AMENDMENT TWENTY-THREE TO MARKETING AGREEMENTMarketing Agreement • November 14th, 2001 • Regan Holding Corp • Life insurance
This document is Amendment Twenty-Three to the Marketing Agreement, made and entered into effective June 1, 1993, and amended by Amendment One to Marketing Agreement dated September 16, 1993; Amendment Two to Marketing Agreement dated June 4, 1998; Amendment Three to Marketing Agreement dated September 25, 1998; Amendment Four to Marketing Agreement dated October 19, 1998; and Amendment Five to Marketing Agreement dated December 15, 1998; Amendment Six to Marketing Agreement dated March 25, 1999, Amendment Seven to Marketing Agreement dated May 10, 1999, Amendment Eight to Marketing Agreement dated June 24, 1999, Amendment Nine to Marketing Agreement dated August 5, 1999, Amendment Ten to Marketing Agreement dated October 1, 1999, Amendment Eleven to Marketing Agreement dated January 31, 2000, Amendment Twelve to Marketing Agreement dated March 1, 2000, Amendment Thirteen to Marketing Agreement dated April 19, 2000, Amendment Fourteen to Marketing Agreement dated July 31, 2000, Amendme
AMENDMENT TWENTY-TWO TO INSURANCE PROCESSING AGREEMENTInsurance Processing Agreement • November 14th, 2001 • Regan Holding Corp • Life insurance
This document is Amendment Twenty-Two to the Insurance Processing Agreement, made and entered into effective June 1, 1993, and amended by Amendment One to Insurance Processing Agreement dated June 4, 1998; Amendment Two to Insurance Processing Agreement dated September 25, 1998; Amendment Three to Insurance Processing Agreement dated October 19, 1998; Amendment Four to Insurance Processing Agreement dated December 15, 1998, Amendment Five to Insurance Processing Agreement dated March 25, 1999, Amendment Six to Insurance Processing Agreement dated May 10, 1999, Amendment Seven to Insurance Processing Agreement dated June 24, 1999, Amendment Eight to Insurance Processing Agreement dated August 5, 1999, Amendment Nine to Insurance Processing Agreement dated October 1, 1999, Amendment Ten to Insurance Processing Agreement dated January 31, 2000, Amendment Eleven to Insurance Processing Agreement dated March 1, 2000, Amendment Twelve to Insurance Processing Agreement dated April 19, 2000, A
AMENDMENT FOUR TO MARKETING AGREEMENTMarketing Agreement • October 19th, 2009 • Regan Holding Corp • Life insurance
THIS FOURTH AMENDMENT TO THE MARKETING AGREEMENT, effective as indicated herein, by and between American National Insurance Company (“American National”), an insurance company organized under the laws of the state of Texas, and Legacy Marketing Group (“LMG”), a California corporation.
LEGACY MARKETING GROUP AMERICAN NATIONAL INSURANCE COMPANYMarketing Agreement • October 10th, 2003 • Regan Holding Corp • Life insurance
Amendment Seventeen to Marketing AgreementMarketing Agreement • February 2nd, 2001 • Regan Holding Corp • Life insurance
This document is Amendment Seventeen to the Marketing Agreement, made and entered into effective June 1, 1993, and amended by Amendment One to Marketing Agreement dated September 16, 1993; Amendment Two to Marketing Agreement dated June 4, 1998; Amendment Three to Marketing Agreement dated September 25, 1998; Amendment Four to Marketing Agreement dated October 19, 1998; and Amendment Five to Marketing Agreement dated December 15, 1998; Amendment Six to Marketing Agreement dated March 25, 1999, Amendment Seven to Marketing Agreement dated May 10, 1999, Amendment Eight to Marketing Agreement dated June 24, 1999, Amendment Nine to Marketing Agreement dated August 5, 1999, Amendment Ten to Marketing Agreement dated October 1, 1999, Amendment Eleven to Marketing Agreement dated January 31, 2000, Amendment Twelve to Marketing Agreement dated March 1, 2000, Amendment Thirteen to Marketing Agreement dated April 19, 2000, Amendment Fourteen to Marketing Agreement dated July 31, 2000, Amendment
EXHIBIT 10(B)(23) AMENDMENT TWENTY FIVE TO MARKETING AGREEMENT This document is Amendment Twenty Five to the Marketing Agreement, made and entered into effective June 1, 1993, and amended by Amendment One to Marketing Agreement dated September 16,...Marketing Agreement • March 29th, 2002 • Regan Holding Corp • Life insurance
REGAN HOLDING CORP.Key Employee Deferred Compensation Plan • October 19th, 2009 • Regan Holding Corp • Life insurance • California
THIS AMENDED AND RESTATED MASTER PLAN AGREEMENT (the “Plan”) is hereby effective as of the 5th day of December 2008, by Regan Holding Corp., the Service Recipient, hereinafter referred to as the “Corporation”.
AMENDMENT THREE TO MARKETING AGREEMENTMarketing Agreement • October 19th, 2009 • Regan Holding Corp • Life insurance
THIS AMENDMENT TO THE MARKETING AGREEMENT, effective January 1, 2007, by and between American National Insurance Company (“American National”), an insurance company organized under the laws of the state of Texas, and Legacy Marketing Group (“LMG”), a California corporation.
EXHIBIT 10.1 AMENDMENT TWENTY SIX TO MARKETING AGREEMENT This document is Amendment Twenty Six to the Marketing Agreement, made and entered into effective June 1, 1993, and amended by Amendment One to Marketing Agreement dated September 16, 1993;...Marketing Agreement • August 14th, 2002 • Regan Holding Corp • Life insurance
Amendment One to the Marketing Agreement with Conseco Marketing, LLC (Washington National Insurance Company)Marketing Agreement • October 19th, 2009 • Regan Holding Corp • Life insurance
This Amendment to the Marketing Agreement is entered into on August 6, 2007, between Washington National Insurance Company, an Illinois domiciled insurance company, Conseco Marketing, LLC, an Indiana limited liability company (collectively, “Conseco”) and Legacy Marketing Group, a California corporation (“LMG”).
CONFIDENTIAL INFORMATION HAS BEEN OMITTED AND FILED SEPARATELY WITH THE SEC AMENDMENT NO. 2 TO MARKETING AGREEMENTMarketing Agreement • August 14th, 2001 • Regan Holding Corp • Life insurance
THIS SECOND AMENDMENT TO THE MARKETING AGREEMENT is entered into this 29th day of July, 2001, and effective as indicated herein, by and between TRANSAMERICA LIFE INSURANCE AND ANNUITY COMPANY, hereinafter referred to as “Transamerica,” a North Carolina corporation, and LEGACY MARKETING GROUP, hereinafter referred to as “LMG,” a California corporation.
AMENDMENT TWO TO MARKETING AGREEMENTMarketing Agreement • October 19th, 2009 • Regan Holding Corp • Life insurance
THIS SECOND AMENDMENT TO THE MARKETING AGREEMENT, effective as indicated herein, by and between Investors Insurance Corporation (“IIC”), a Delaware corporation, and Legacy Marketing Group (“Legacy”), a California corporation.
Amendment Seventeen to Insurance Processing AgreementInsurance Processing Agreement • February 2nd, 2001 • Regan Holding Corp • Life insurance
This document is Amendment Seventeen to the Insurance Processing Agreement, made and entered into effective June 1, 1993, and amended by Amendment One to Insurance Processing Agreement dated June 4, 1998; Amendment Two to Insurance Processing Agreement dated September 25, 1998; Amendment Three to Insurance Processing Agreement dated October 19, 1998; Amendment Four to Insurance Processing Agreement dated December 15, 1998, Amendment Five to Insurance Processing Agreement dated March 25, 1999, Amendment Six to Insurance Processing Agreement dated May 10, 1999, Amendment Seven to Insurance Processing Agreement dated June 24, 1999, Amendment Eight to Insurance Processing Agreement dated August 5, 1999, Amendment Nine to Insurance Processing Agreement dated October 1, 1999, Amendment Ten to Insurance Processing Agreement dated January 31, 2000, Amendment Eleven to Insurance Processing Agreement dated March 1, 2000, Amendment Twelve to Insurance Processing Agreement dated April 19, 2000, Am
AMENDMENT NUMBER 1 TO MARKETING AGREEMENTMarketing Agreement • October 19th, 2009 • Regan Holding Corp • Life insurance
THIS AMENDMENT NUMBER 1 TO THE MARKETING AGREEMENT, effective as indicated herein, by and between Americom Life & Annuity Insurance Company (“Americom”), a Texas corporation, and Legacy Marketing Group (“LMG”), a California corporation.
AMENDMENT TO MARKETING AGREEMENTMarketing Agreement • October 19th, 2009 • Regan Holding Corp • Life insurance
The reduced upfront commission and the age mandated trail commission is paid monthly beginning in the * contract month. The elective trail commission is paid beginning in the * contract month. The trail commission continues to be paid until death of the owner, surrender of the policy or election of a settlement option. The base commission is reduced as mandated by age or elected as a trail as follows:
10(B)(25)Marketing Agreement • October 30th, 2002 • Regan Holding Corp • Life insurance
REPRESENTATIVE AND ACCOUNT TRANSFER AGREEMENT BETWEEN AND AMONG MULTI-FINANCIAL SECURITIES CORPORATION, REGAN HOLDING CORP. LEGACY ADVISORY SERVICES, INC. LEGACY FINANCIAL SERVICES, INC. May 31, 2007Representative and Account Transfer Agreement • August 13th, 2007 • Regan Holding Corp • Life insurance • Colorado
THIS REPRESENTATIVE AND ACCOUNT TRANSFER AGREEMENT (this “Agreement”) is made and entered into as of May 31, 2007 between and among Multi-Financial Securities Corporation, a Colorado corporation ("Multi-Financial"), Regan Holding Corp., a California corporation (“Regan”), Legacy Financial Services, Inc., a California corporation (“Legacy”), and Legacy Advisory Services, Inc. (“LAS”), a California corporation (Regan Holding, Legacy and LAS are collectively known as the “Legacy Parties”).
Amendment Twenty-Three to Insurance Processing AgreementInsurance Processing Agreement • February 11th, 2002 • Regan Holding Corp • Life insurance
This document is Amendment Twenty-Three to the Insurance Processing Agreement, made and entered into effective June 1, 1993, and amended by Amendment One to Insurance Processing Agreement dated June 4, 1998; Amendment Two to Insurance Processing Agreement dated September 25, 1998; Amendment Three to Insurance Processing Agreement dated October 19, 1998; Amendment Four to Insurance Processing Agreement dated December 15, 1998, Amendment Five to Insurance Processing Agreement dated March 25, 1999, Amendment Six to Insurance Processing Agreement dated May 10, 1999, Amendment Seven to Insurance Processing Agreement dated June 24, 1999, Amendment Eight to Insurance Processing Agreement dated August 5, 1999, Amendment Nine to Insurance Processing Agreement dated October 1, 1999, Amendment Ten to Insurance Processing Agreement dated January 31, 2000, Amendment Eleven to Insurance Processing Agreement dated March 1, 2000, Amendment Twelve to Insurance Processing Agreement dated April 19, 2000,
November 14, 2005 VIA FACSIMILE Regan Holding Corp. 2090 Marina Ave. Petaluma, California 94954 Attn: Mr. Michael Cairns Re: That certain improved real property commonly known as 2084 Lakeville Blvd. - 2090 Marina Ave. in Petaluma, California Dear...Regan Holding Corp • March 31st, 2006 • Life insurance
AMENDMENT NINETEEN TO INSURANCE PROCESSING AGREEMENTInsurance Processing Agreement • May 21st, 2001 • Regan Holding Corp • Life insurance
This document is Amendment Nineteen to the Insurance Processing Agreement, made and entered into effective June 1, 1993, and amended by Amendment One to Insurance Processing Agreement dated June 4, 1998; Amendment Two to Insurance Processing Agreement dated September 25, 1998; Amendment Three to Insurance Processing Agreement dated October 19, 1998; Amendment Four to Insurance Processing Agreement dated December 15, 1998, Amendment Five to Insurance Processing Agreement dated March 25, 1999, Amendment Six to Insurance Processing Agreement dated May 10, 1999, Amendment Seven to Insurance Processing Agreement dated June 24, 1999, Amendment Eight to Insurance Processing Agreement dated August 5, 1999, Amendment Nine to Insurance Processing Agreement dated October 1, 1999, Amendment Ten to Insurance Processing Agreement dated January 31, 2000, Amendment Eleven to Insurance Processing Agreement dated March 1, 2000, Amendment Twelve to Insurance Processing Agreement dated April 19, 2000, Ame
