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
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.
The revised forms reflected above may be used immediately, and are required beginning October 1, 2020.
For product details on these and other EquiTrust annuities, click here.