New Financial Needs Analysis Form for Massachusetts
New Financial Needs Analysis Form Required
in Massachusetts for All Annuity Sales
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.