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MultiState Annuity Suitability
Replacement Addendum
INSTRUCTIONS: This form is to be completed in its entirety with the Consumer when an annuity contract(s) is being replaced
for all states except
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How to fill out ws financial group distributors
How to fill out ws financial group distributors
01
Contact WS Financial Group to become a distributor
02
Fill out the necessary application forms provided by WS Financial Group
03
Provide all required documents and information requested by WS Financial Group
04
Attend any required training or orientation sessions
05
Start selling WS Financial Group products to customers
Who needs ws financial group distributors?
01
Financial advisors looking to expand their product offerings
02
Individuals or businesses interested in selling financial products
03
Investment firms seeking new distribution channels
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What is ws financial group distributors?
WS Financial Group Distributors is a financial group responsible for distributing financial products and services.
Who is required to file ws financial group distributors?
Financial institutions and advisors who are affiliated with WS Financial Group are required to file WS Financial Group Distributors.
How to fill out ws financial group distributors?
WS Financial Group Distributors can be filled out online through the secure portal provided by WS Financial Group.
What is the purpose of ws financial group distributors?
The purpose of WS Financial Group Distributors is to track and report the distribution of financial products and services by WS Financial Group.
What information must be reported on ws financial group distributors?
WS Financial Group Distributors requires information on the types of financial products distributed, the quantity distributed, and the recipients of the distribution.
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