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SALES WEEK: A Fresh Look at Annuity Suitability
Take a Fresh Look at Annuity Suitability
Special Webinar: February 10 at 10:00 Central – Register Below
What is Annuity Suitability?
Suitability is a process of review to determine whether purchasing annuities makes good financial sense for clients. You have an obligation to ensure the products you recommend are suitable for your clients, and insurance companies have an obligation to create a supervisory system that ensures agents are meeting their obligations.
Prior to making recommendations, you must make a reasonable effort to obtain relevant information from your clients regarding their insurance needs and financial objectives. Suitability information is gathered on the Financial Needs Analysis form (form number ET-2506, may vary by state).
The Financial Needs Analysis
- Acknowledges review of the product specific disclosure statement
- Provides a method of collecting and communicating customer suitability information
- Acknowledges the suitability of the agent recommendation
Achieving the Right Fit —
What You Should Know About Annuity Suitability
Thursday, February 10th at 10:00 AM Central
Join us for an informative webinar to learn more about
- Your suitability responsibilities as an agent
- EquiTrust suitability process
- Resources available
Compliance & Consumer
Internal Account Manager
Questions? Call Sales Support
at 866-598-3694 or visit
the Agent Website at
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. EquiTrust.com. For Producer Use Only.
FOR PRODUCER USE ONLY
7100 Westown Pkwy Suite 200
West Des Moines, IA 50266