Meet the Sales Team  
IndexClose DateCloseChange
S&P 50012/13/20182650.54-0.53
Dynamo12/13/2018190.460.21
 Quick Links
Revised California Financial Needs Analysis, Effective 1/1/17

Revised Financial Needs Analysis Form
Required in California for All Annuity Sales
Effective 1-1-17


California SB 924 requires California agents to obtain information regarding the applicants' intentions to apply for means-tested government benefits. These benefits may include but are not limited to Medi-Cal, or veterans aid and attendance benefits.

As a result, the Financial Needs Analysis form has been revised with the addition of Question 12 in order to comply with this requirement. The revised California-specific Financial Needs Analysis – ET-2506CA(10-16) is now on Agents.EquiTrust.com, and is included in AppBuilder for California application packets. To view or download, click here.

On January 1, 2017 the new ET-2506CA (10-16) FinancialNeeds Analysis form will be required in California.

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

 

 


EquiTrust Life Insurance Company, West Des Moines, IA. For Producer Use Only. IC16-ECN-1075

 


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.
 
 

Terms and Conditions
Using this site means you accept its terms

EquiTrust Life Insurance Company/West Des Moines, IA
© 2018EquiTrust All rights reserved.