Tuesday, December 4, 2012

Equitrust Annuity Form Changes: All Disclosures, FNA and Disclosure & Comparison

 

EquiTrust Annuity Forms Revised
Available For Use Now; Required on 1/1/13

Effective immediately, all Annuity Product Disclosures, Rider Disclosures, Financial Needs Analysis and Disclosure & Comparison of Products forms are revised. The revised forms will be required beginning 1/1/13. New forms are available on the Agent Website now and may be used immediately.

Note: Product / Rider Disclosures are revised for ALL ANNUITY PRODUCTS and the Income For Life rider.

Also revised:
• Financial Needs Analysis form (ET-2506)
• Disclosure & Comparison of Products form (required for replacements)

To assist in completing the Disclosure & Comparison of Products forms accurately, a product-specific version is now available for each index annuity product. Please continue using the generic version for Certainty Select and ChoiceFour (non-index) products.

 

Questions? Send an email to EquiTrust Sales Support,
call 866-598-3694, or visit our website Agents.EquiTrust.com

 

 

Avoid Commission Payment Delays:
Tips for Good-Order Applications – Click Here

 

 


EquiTrust Life Insurance Company, West Des Moines, IA. For Producer Use Only. AC12-ET-ECN-1131