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OHIO ANNUITY APPLICATION CHECKLISTREQUIRED FORMS Annuity Application ICC16AA1216 Annuity Suitability Questionnaire (Q/NQASQ08/21) Annuity Disclosure StatementAnntyDisc. Rev 12/2023OH Fraternal Benefit
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How to fill out rule 3901-6-13suitability in annuity

01
First, gather all necessary information about the client including financial goals, risk tolerance, income, and expenses.
02
Next, assess the suitability of the annuity recommendation based on the client's profile and needs.
03
Provide the client with full disclosure of all fees, charges, surrender periods, and other important details related to the annuity.
04
Document all steps taken in the sales process and keep thorough records for compliance purposes.

Who needs rule 3901-6-13suitability in annuity?

01
Insurance agents and financial advisors who sell annuities need to follow rule 3901-6-13suitability in annuity to ensure that the products they recommend are suitable for the client's needs and financial situation.
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Rule 3901-6-13 suitability in annuity refers to regulations that ensure that annuity products sold to consumers are suitable for their financial situation, goals, and needs.
Insurance agents and financial advisors who sell annuity products are required to file under rule 3901-6-13 suitability in annuity.
To fill out rule 3901-6-13 suitability in annuity, agents must assess the consumer's financial situation, including income, expenses, and investment objectives, and document this assessment accurately.
The purpose of rule 3901-6-13 suitability in annuity is to protect consumers by ensuring that the annuity products sold meet their specific financial needs and are appropriate for their circumstances.
The information that must be reported includes the consumer's financial situation, investment objectives, risk tolerance, and other personal details relevant to purchasing an annuity.
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