EquiTrust – Important California Information

EquiTrust – Important California Information

Optional Rider for Certainty Select Not Available in California

As a result of a new California regulation, the Certainty Select Optional Rider is no longer available in California effective October 1, 2015.

Transition Rules
* Pending sales of Optional Rider received before 10/1 will be issued.
* The new Disclosure Statement (dated 10/15) is required for all Certainty
Select applications received on or after 10/1/15.

Revised Sales Materials and Forms
Sales materials and Disclosure Statement reflecting the Optional Rider exclusion for California will be available on the Agents.EquiTrust.com website Wed, 9/29.

 

Posted in Annuity, Bulletins.