Revised Financial Needs Analysis Form – Required 4/1/21
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
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
Questions? Call Sales Support IC21-ECN-1032 FOR PRODUCER USE ONLY EquiTrust 7100 Westown Pkwy Suite 200 |