American Equity – New Suitability Form for California
***IMPORTANT INFORMATION – PLEASE READ***
American Equity’s Suitability Acknowledgement form has been revised to meet state regulatory requirements. The new version is required for all business written in the state of California.
Effective immediately, the new Suitability Acknowledgement form will be form #4106-CA dated 12.01.16. For your convenience, please CLICK HERE to view the new form.
Please discontinue use of the previous Suitability Acknowledgement form #4106 (09.01.16) in the state of California. It will no longer be accepted after December 30, 2016.
National Western – The Score Newsletter
Are You on Target? Find Out! Now it’s easy to view your progress and find out if you need to add new luggage to your holiday wish list for that big trip to Miami and Key West in 2017! We’ve given the “Am I on Target” widget on MyNWL an overhaul! It’s user-friendly, real-time accurate, and your stats are just a click away! Check it out today and see if you’ve qualified! To check your progress, just log in to your agent website and click on the ‘Am I on Target?’ link in the Sales Conference Section of the homepage. Are you “this close”? You’ll be excited to hear that Double Credit has been EXTENDED and is now available until the end of the year! Double Credit calculations are incorporated into your target numbers. UPDATE: CA Annuities — Issue Ages Listed In the last issue of The Score we alerted you to the upcoming modification of issue dates for California annuities in 2017. This change will restrict the availability of some of our California approved products to certain ages. The regulation is effective for policies issued on or after January 1st, therefore all applications that do not meet the 2017 California state guidelines must be in good order and funding received NO LATER THAN December 22nd, 2016. Annuitant ages on the following products for policies issued after the deadline will be as listed:* NWL Ultra Classic * NWL Ultra Benefit * NWL Ultra Future * NWL Benefit Assurance * NWL Future Assurance | 0-56 0-55 0-54 0-55 0-54 |