New Business Form Changes for Confidence Income Annuity (SPIA) – All States
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 IC20-ECN-1082 FOR PRODUCER USE ONLY EquiTrust 7100 Westown Pkwy Suite 200 |