Tuesday, August 14, 2012

RSL - Suitability Analysis Form Update

 

 

 

 

 

 

 

 


Revised Suitability Analysis & Customer Identification Form

 

 

Effective immediately, please use form EF-1480-I in place of form EF-1480-H.  The new version of RSL's Suitability Analysis & Customer Identification Form is now available on our website, as well as on iPipeline for those who subscribe to that service.  You may also download the current version of the form by clicking here (link will remain active for 30 days.) 

RSL will accept the previous version of the suitability form, EF-1480-H, until September 15, 2012 to give producers ample time to transition to the new version.

Lastly, please keep in mind that the revised suitability form contains RSL's new logo.  For the sake of consistency, we encourage agents to download an application packet for their respective state, as all sales material has been updated with the new logo.

Should you have any questions about this change, please contact a member of the Annuity Sales Desk at (800) 351-7500 ext 3696, or via email at annuity.marketing@rsli.com.

 

 



 

 

 
2001 Market Street, Suite 1500
Philadelphia, PA 19103
annuity.marketing@rsli.com
www.reliancestandard.com
800-351-7500 (ext 3696)

© Reliance Standard Life Insurance Co., 2012


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