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 |