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This document is intended to gather personal information regarding the proposed annuitant and the applicant/owner for the purpose of evaluating the suitability of purchasing an annuity.
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How to fill out annuity suitability questionnaire

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How to fill out ANNUITY SUITABILITY QUESTIONNAIRE

01
Read the instructions at the top of the questionnaire carefully.
02
Provide personal information, including your name, address, and contact details.
03
Indicate your age and employment status.
04
Assess and fill out your financial situation, including income, assets, and existing investments.
05
Evaluate your risk tolerance by answering the related questions honestly.
06
Describe your investment objectives and time horizon.
07
Review all provided information for accuracy before submission.
08
Sign and date the questionnaire to confirm the information is correct.

Who needs ANNUITY SUITABILITY QUESTIONNAIRE?

01
Individuals considering an annuity product.
02
Financial advisors aiding clients in the annuity purchasing process.
03
Anyone seeking to evaluate their financial needs and suitability for annuities.
04
Retirees planning to invest in income-generating financial products.
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The Annuity Suitability Questionnaire is a form used to assess whether an annuity product is suitable for a particular investor based on their financial situation, investment objectives, and risk tolerance.
Insurance agents or financial advisors who are recommending an annuity to a consumer are typically required to file the Annuity Suitability Questionnaire to ensure compliance with state regulations.
To fill out the Annuity Suitability Questionnaire, the customer must provide accurate information regarding their financial status, investment goals, risk tolerance, and other relevant factors. The advisor assists in ensuring all required sections are completed.
The purpose of the Annuity Suitability Questionnaire is to safeguard consumers by ensuring that financial products recommended to them align with their financial needs and goals, preventing mis-selling of unsuitable financial products.
The Annuity Suitability Questionnaire generally requires information such as the consumer's age, income, net worth, investment experience, liquidity needs, risk tolerance, and the purpose of the annuity purchase.
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