Buyer's Guide Now Available on AppBuilder
Buyer’s Guide Now Available on AppBuilder
The NAIC Buyer’s Guide is required for delivery to all annuity buyers. EquiTrust provides a copy upon issue of all annuity contracts, and will continue to do so.
Now, due to broader accessibility allowed by the NAIC, the Buyer’s Guide may be included with application packets, created in AppBuilder. Two versions apply, subject to the state in which the client resides. When building an application packet, simply select the Buyer’s Guide to have it included among the other forms.
To download a copy, go to AppBuilder, select a state and a product, click “Submit.” On the resulting page, scroll to “Forms Subject to Specific Circumstances” and find the Buyer’s Guide. Click on the form number in the right-side column.