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New Financial Needs Analysis Form for Massachusetts

New Financial Needs Analysis Form Required
in Massachusetts for All Annuity Sales
Effective 10-1-16


Massachusetts (R 211 CMR 96.01+) requires Massachusetts-based agents to provide a listing of all in-force life and annuities they have sold previously to their respective applicants.

As a result, the Financial Needs Analysis form has been revised with the addition of Question 15 in order to comply with this requirement. The revised Massachusetts-specific Financial Needs Analysis – ET-2506MA(09-16) is now on Agents.EquiTrust.com, and is included in AppBuilder for Massachusetts application packets. To view or download,
click here.

On 10/1/2016 the new ET-2506MA (09-16) Financial Needs Analysis form will be required in Massachusetts.


EquiTrust does not offer investment advice to any individual or agent and this material should not be construed as investment advice.
FOR AGENT USE ONLY. NOT FOR USE WITH THE PUBLIC.
 
 

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