Assurity Annuity Suitability Training

Agents are required to complete training before writing applications on Assurity annuities. Please complete the 2022 course and quiz below.

Suitability/Best Interest Assessment

Assessment

Based on facts disclosed by the consumer:

  • other insurance products and investments, and
  • financial situation and needs

Based on facts disclosed by the consumer:

  • Based on the agent’s good judgment
  • Use the Suitability Acknowledgment or Consumer Profile Information form and questions in the Agent’s Guide

Suitability Acknowledgment/Consumer Profile Information Form

  • Required with every annuity application and every life insurance application when replacing an annuity
  • If not submitted, agent is notified and has 14 days to submit the completed form, or the application will be closed

Agent Disclosure for Annuities Form

May also be required in some states (2020 Model)

 

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