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MARKETFIVE INDEX ANNUITYEquiTrust Life Insurance CompanyFlexible Premium Fixed and Indexed Deferred Annuity Contract Form Series ETFIA52000(1016), ICC16ETFIA52000(1016)DISCLOSURE STATEMENT7100 Westown
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How to fill out marketfive index annuity disclosure
How to fill out marketfive index annuity disclosure
01
Obtain the marketfive index annuity disclosure form from the insurance company or financial institution offering the annuity.
02
Read through the entire disclosure form carefully to understand the terms, fees, and features of the annuity.
03
Fill out the necessary personal information section, including your name, address, social security number, and date of birth.
04
Provide details about your investment preferences and risk tolerance, if required.
05
Review the completed form for accuracy and sign and date where indicated.
06
Submit the filled out disclosure form to the insurance company or financial institution as per their instructions.
Who needs marketfive index annuity disclosure?
01
Individuals who are considering purchasing a marketfive index annuity need the marketfive index annuity disclosure.
02
Financial advisors who are recommending marketfive index annuities to their clients also need to review the disclosure to ensure compliance and transparency.
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What is marketfive index annuity disclosure?
Marketfive index annuity disclosure is a document that provides essential information about index annuity products, including terms, conditions, fees, and potential returns.
Who is required to file marketfive index annuity disclosure?
Insurance companies and financial institutions that offer marketfive index annuities are required to file the marketfive index annuity disclosure.
How to fill out marketfive index annuity disclosure?
To fill out the marketfive index annuity disclosure, provide accurate information regarding the annuity product, including product details, fee structures, and investment options, following the specified guidelines.
What is the purpose of marketfive index annuity disclosure?
The purpose of the marketfive index annuity disclosure is to ensure transparency and provide consumers with necessary information to make informed decisions regarding index annuity products.
What information must be reported on marketfive index annuity disclosure?
Reported information must include product features, investment returns, fees and charges, surrender periods, and any market risks associated with the annuity.
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