New Annuity Application and Financial Needs Analysis
The EquiTrust Annuity Application and Financial Needs Analysis (FNA) forms have been revised and improved.
The new application (dated 5-13) and FNA (dated 1-14) forms are
Why the changes? Since our last modification to the Application in 2006, we've observed areas of recurring errors. The improvements are intended to enhance the simplicity of these forms and minimize processing delays.
Improvements to the Application include:
• Agent signature is now required only once
• More flexibility to include beneficiary information
• Clearer questions regarding replacements
Improvements to the FNA form include:
• Improved form layout for improved readability
• Removed section for client initials on page 1
• Question-sequence reordered for improved flow
To build a new app packet which includes the new Application and FNA,