Revised Disclosure Statement for ChoiceFour Annuity
Based on agent feedback, the Disclosure Statement for ChoiceFour annuity has been revised to more clearly describe the product's four options. Only the option-election section has been revised.
The revised version – ET-SPA-1101(08-17) – is on AppBuilder now and can be used immediately. If you have printed ChoiceFour application packets, please replace them.
The prior Disclosure Statement – dated 03-17 – will be accepted with ChoiceFour applications received before October 1. After October 1, the 08-17 version will be required. Please use the new (08-17) version now to help assure your clients elect their preferred option.
To view the revised Disclosure Statement, click here.