Effective Jan. 1, 2021, we will require a new Suitability Acknowledgement form*. The form is available for immediate use. Previous versions of the Suitability Acknowledgement form will not be accepted as of Jan. 1, 2021.*
In addition to the new form requirement noted above, we will continue to communicate and update you on specific updates related to states adopting best interest requirements involving the sale of annuities throughout 2021.
Get the most up-to-date suitability and best interest information from us. Here you will find our guides, resource videos, state training requirements, frequently asked questions and other valuable information.
Please email suitability@american-equity.com with any questions. Thank you for your business and continued partnership with us.