American Equity – New Suitability Form for California


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.

Posted in Bulletins.