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New Business Form Changes for Confidence Income Annuity (SPIA) – All States

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New Business Form Changes for Confidence Income Annuity (SPIA) – All States

 

Effective September 1; Form Changes Required October 1

 

Application Change – New Jersey and Pennsylvania Only

Effective September 1, an Application change applies in these two states for sales of Confidence Income Annuity. The Application change will be a requirement

beginning October 1, 2020.

For Confidence Income sales in both New Jersey and Pennsylvania, use application

ICC19-ET-APP(08-19)

 

Revised Disclosure Statements – All States

Effective September 1, revised Disclosure Statements for Confidence Income apply in all states.

• For Confidence Income sales in New Jersey, use ET-SPIA-1101NJ(09-20)

• For Confidence Income sales in all other states, use ET-SPIA-1101(09-20)

 

On AppBuilder and E-App Now

Updated Application forms and Disclosure Statements for Confidence Income are available now on both AppBuilder and E-App.

 

Transition

The revised forms reflected above may be used immediately, and are required beginning October 1, 2020.

 

Product Information

For product details on these and other EquiTrust annuities, click here.

 

Questions? Call Sales Support
at 866-598-3694 or visit the Agent
Website at Agents.EquiTrust.com

 
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Products underwritten and issued by EquiTrust Life Insurance Company, West Des Moines, Iowa. Products distributed by EquiTrust Insurance Marketing Services; in California doing business as EQT Insurance Marketing Services.

 
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IC20-ECN-1082

FOR PRODUCER USE ONLY

EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266