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Revised Financial Needs Analysis Form – Required 4/1/21

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Form Revision – Financial Needs Analysis

 

Required 4/1/21 

 

 

The Financial Needs Analysis (FNA) form ET-2506(02-21) has been revised. Several fields have been eliminated to help reduce errors and corrections. 

 

On page 3, Section 1, Insurance Agent Information – the required fields now include

  • Agent’s Full Name
  • Business Telephone Number
  • National Producer Number
  • State

Insurance Agent Information sections must be complete. If any information is omitted, client initials are required.    

 

The revised FNA is available now on AppBuilder and E-App. Some state variations apply.  To view, click the appropriate link below.

FNA Transition Rules

  • Use of the 02-21 version may begin immediately. 
  • Either the 02-21 version or 11-20 version will be accepted for applications received on or before 3/31/21.
  • The 02-21 version is required for applications received on or after 4/1/21.
 

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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IC21-ECN-1032

FOR PRODUCER USE ONLY

EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

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