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ANNUITY SUITABILITY GUIDELINES AMERICAN EQUITY The New Business department at American Equity handles all potential business, new business, suitability, followups and the majority of service requests
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How to fill out annuity suitability guidelines

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How to fill out annuity suitability guidelines:

01
Review the annuity suitability guidelines provided by the regulatory authority or industry organization overseeing annuity sales.
02
Familiarize yourself with the purpose and requirements of the guidelines to ensure compliance.
03
Gather necessary information about the client, including their financial situation, investment objectives, risk tolerance, and any other relevant factors.
04
Evaluate whether an annuity is suitable for the client based on the gathered information and the guidelines.
05
Consider different types of annuities and their features to determine which one may be suitable for the client.
06
Complete the required forms or documentation accurately, making sure to provide all the necessary information.
07
Keep records of the client's suitability assessment, including the reasons for recommending or not recommending an annuity.
08
Communicate with the client throughout the process, explaining the suitability assessment and any recommendations made.
09
Follow any additional steps or procedures outlined in the annuity suitability guidelines to ensure compliance.

Who needs annuity suitability guidelines:

01
Insurance agents and brokers who sell annuities are required to adhere to annuity suitability guidelines.
02
Financial advisors and planners who recommend or advise clients on annuities should also follow these guidelines.
03
Regulatory authorities and industry organizations establish these guidelines to protect consumers and ensure the suitability of annuity sales.
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Annuity suitability guidelines are standards set to ensure that annuities are suitable for the individuals purchasing them.
Insurance companies and agents are required to file annuity suitability guidelines.
Annuity suitability guidelines can be filled out by providing accurate information about the client's financial situation, investment objectives, and risk tolerance.
The purpose of annuity suitability guidelines is to protect consumers by ensuring that the products they are sold are appropriate for their needs and financial situation.
Information such as the client's age, financial goals, liquidity needs, risk tolerance, and investment experience must be reported on annuity suitability guidelines.
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