Information Center
Shareholder Manual
We are pleased to provide the First Investors Shareholder Manual — a helpful guide for your mutual fund account. You may also request a copy by contacting your registered representative, writing to the address shown below, or calling our Shareholder Services department at 800-423-4026.
Sales Charges, Discounts and Waivers — Choosing Between Share Classes
Transfer on Death (“TOD”) Guidelines
We are pleased to provide the First Investors TOD Guidelines for accounts in the TOD registration.
Mutual Fund Prospectuses
We are pleased to provide prospectuses for each of our Mutual Funds. You may also request a copy by contacting your registered representative, writing to the address shown below, or calling our Shareholder Services department at 800-423-4026.
Life Insurance Prospectuses
We are pleased to provide prospectuses for each of our Life Insurance products. You may also request a copy by contacting your registered representative, writing to the address shown below, or calling our Policyowner Services department at 800-832-7783 (for the Insured Series Policy) or 800-342-7963 (for The Tax Tamer® I and The Tax Tamer® II).
Mutual Fund Annual and Semi-Annual Reports and SAIs
We are pleased to provide annual and semi-annual reports for all of our mutual funds, as well as any Statements of Additional Information (SAIs). You may also request copies of these documents by contacting your registered representative, writing to the address shown below, or calling our Shareholder Services department at 800-423-4026.
Think First
Think First is a series of educational articles intended to inform our clients on a variety of investment-related issues. It is part of our ongoing commitment to helping you achieve your goals.
Now What?
Over the course of a lifetime, there are milestone events that bring new challenges and opportunities. Occasions like these, such as graduating from college, getting married and starting a family, also come with a new set of financial issues to consider. The Now What? series of articles is intended to help our clients explore these issues and learn more about how to deal with them.
First Investors Insights
Our semi-annual newsletter, First Investors Insights, was revamped and renamed beginning with the Spring 2008 edition (prior issues are called Outlook). First Investors Insights is designed to keep First Investors' clients up-to-date with the latest information in the worlds of investing and insurance. It is part of our ongoing effort to help individuals make informed financial decisions.
