Improved Annuity Application for California, Required April 15
Improved Annuity Application Form Approved in California
Required April 15, 2020
The improved Annuity Application – which applied to most states in the 3/3/20 announcement – now applies to California. The new 08-19 application is available now on AppBuilder and E-App. If you have preprinted application packets for California, please replace them.
Transition Rules The application – ET-APP(08-19) – is required for California annuity applications received beginning April 15. For applications received between now and April 14, either the new 08-19 application or the current 12-16 application are accepted.
Reminder – Revised Disclosures The new risk-control indices – announced and available April 1 – are subject to revised Disclosure Statements dated 04-20, which are on AppBuilder and E-App now. The 04-20 Disclosure Statements are required beginning April 15, 2020. Questions? Call Sales Support Products underwritten and issued by EquiTrust Life Insurance Company, West Des Moines, Iowa. Products distributed by EquiTrust Insurance Marketing Services; in California doing business as EQT Insurance Marketing Services. IC20-ECN-1027 FOR PRODUCER USE ONLY EquiTrust 7100 Westown Pkwy Suite 200 |