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Florida Accredited Investor Form Requirement Reminder

                    

As announced in January 2012, Florida has some important applicant age distinctions.

For applicant ages 65 and over
These products are not available to individuals age 65 and over unless the applicant is an Accredited Investor. The Accredited Investor form must be completed prior to the solicitation of the product. To be an Accredited Investor, applicants must have at least one of the following:
• Net worth over $1 million
• Annual income over $200,000 (individual) or $300,000 (joint)

The Accredited Investor form is included automatically for app packets created on AppBuilder when selecting these three products, for Florida customers age 65 or older. Any application for an individual age 65 and over must include a signed and completed Accredited Investor form.
Click here to view the form.

In addition to the Accredited Investor Form requirement, clients will also be contacted by phone to verify their Accredited certification. Calls must be completed and accreditation verified before contracts will be issued. If calls or verification cannot be completed, you may be contacted to discuss next steps.

For applicant ages under 65
• Standard applicant requirements and forms apply

MarketPower Bonus Index
• 10% Bonus on Premiums in First Year
• 8.5% MGA Commission
• Single Premium – 14-Year Contract
• Income For Life rider available
• Nursing Home Waiver rider
• 10% Free Withdrawals after First Year
MarketBooster Index
• 7% Accumulation-Value Bonus,
Credited over 2 Years
• 6% MGA Commission
• Flexible Premium – 9-Year Contract
• Income For Life rider available
• Nursing Home Waiver rider
• 10% Free Withdrawals after First Year

MarketTwelve Bonus Index
• 12% Accumulation-Value Bonus,
Credited over 3 Years
• 9% MGA Commission
• Single Premium – 14-Year contract
• Income For Life rider available
• Nursing Home Waiver rider
• 10% Free Withdrawals after First Year

Other Products Available in Florida
DynaMARC Index

MarketTen Bonus Index
MarketValue Index
Certainty Select (MYGA)
ChoiceFour (Traditional Fixed)
Confidence In
come (SPIA)

 


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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