Regan Holding Corp Sample Contracts

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EXHIBIT 4
Shareholder Agreement • August 15th, 2003 • Regan Holding Corp • Life insurance • California
BUSINESS LOAN AGREEMENT
Business 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

LEGACY MARKETING GROUP TRANSAMERICA LIFE INSURANCE AND ANNUITY COMPANY
Marketing Agreement • July 23rd, 2004 • Regan Holding Corp • Life insurance
1 EXHIBIT 10.2
Insurance Processing Agreement • November 14th, 2000 • Regan Holding Corp • Life insurance
NOTICE OF TERMINATION ---------------------
Purchase Option Agreement • June 24th, 2005 • Regan Holding Corp • Life insurance
LEGACY MARKETING GROUP TRANSAMERICA LIFE INSURANCE AND ANNUITY COMPANY
Marketing Agreement • July 23rd, 2004 • Regan Holding Corp • Life insurance
OFFICE LEASE
Office Lease • November 14th, 1996 • Regan Holding Corp • Life insurance
MARKETING AGREEMENT
Marketing 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 AGREEMENT
Marketing 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 AGREEMENT
Insurance 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

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, 2007
Representative 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”).

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AMENDMENT FOUR TO MARKETING AGREEMENT
Marketing 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 COMPANY
Marketing Agreement • October 10th, 2003 • Regan Holding Corp • Life insurance
Amendment Seventeen to Marketing Agreement
Marketing 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

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 AGREEMENT
Marketing 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.

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 AGREEMENT
Marketing 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 AGREEMENT
Marketing 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 Agreement
Insurance 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 AGREEMENT
Marketing 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 AGREEMENT
Marketing 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:

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