Revised Financial Needs Analysis Form
Required January 15
A revised Financial Needs Analysis (FNA) form ET-2506(12-19) will go into effect January 15, 2020, and is available for use now on AppBuilder and E-Apps. The new FNA form applies to all states, with the exception of Florida where the form is unchanged.
The revisions are intended to enhance E-App interface, help customer comprehension, reduce errors and minimize processing delays.
The new 12-19 version must accompany all annuity apps received on or after 1/15/20.
• California & Massachusetts
State-specific forms apply, and both are available on AppBuilder and E-Apps.
The currently required form is unchanged – Annuity Suitability Questionnaire-
Florida/Financial Needs Analysis – ET-2506FL(06-19).
• New Jersey & Washington
State-specific FNA forms no longer apply; use the generic version: ET-2506(12-19)
Suitability Use Guide
The EquiTrust Annuity Suitability Agent User Guide includes information and guidance on completing the FNA form, in addition to comprehensive compliance of suitability regulations. To view and print the Annuity Suitability Agent User Guide, click here. The Annuity Suitability Agent User Guide replaces the former FNA Agent Guide.
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