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No. Date: 1201 March 5, 2012, To: From: Re: All Managers and Agents Marketing Department Revised Annuity Suitability Form for Annuity Products Western Fraternal Life requires a suitability statement

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What is 12-01 revised annuity suitability?

12-01 revised annuity suitability refers to the updated guidelines and requirements for determining if an annuity is suitable for a particular individual.

Who is required to file 12-01 revised annuity suitability?

Insurance agents, financial advisors, and other professionals who sell annuities are required to file 12-01 revised annuity suitability.

How to fill out 12-01 revised annuity suitability?

To fill out 12-01 revised annuity suitability, the agent or advisor must gather information about the client's financial situation, risk tolerance, investment goals, and other relevant factors.

What is the purpose of 12-01 revised annuity suitability?

The purpose of 12-01 revised annuity suitability is to ensure that the annuity being recommended to a client is suitable for their needs and financial situation.

What information must be reported on 12-01 revised annuity suitability?

Information such as the client's age, income, risk tolerance, investment objectives, and financial goals must be reported on 12-01 revised annuity suitability.

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