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Oct 7, 2014 ... This form is to help you, your agent, and American. Equity determine ... The information you provide is only used to confirm the suitability of your.

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How to fill out suitability acknowledgement - agentamerican-equitycom

01

Step 1: Start by visiting the agentamerican-equity.com website.

02

Step 2: Navigate to the 'Suitability Acknowledgement' page.

03

Step 3: Read the instructions and requirements carefully.

04

Step 4: Fill out the personal information section, including your name, contact details, and agent ID.

05

Step 5: Provide any additional information requested, such as licensing information or client details.

06

Step 6: Review the acknowledgement statements and ensure you understand and agree to them.

07

Step 7: Sign and date the form electronically or print it out if necessary.

08

Step 8: Submit the completed suitability acknowledgement form as per the instructions given on the website.

09

Step 9: Keep a copy of the filled-out form for your records.

Who needs suitability acknowledgement - agentamerican-equitycom?

01

Agents working with American Equity must complete the suitability acknowledgement.

02

Any agent who wishes to sell American Equity products or services should fill out the suitability acknowledgement form.

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New agents joining American Equity need to submit the suitability acknowledgement as part of their onboarding process.

04

Existing agents may need to renew their suitability acknowledgement periodically as per American Equity's requirements.

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