Fidelity & Guaranty Life Requires New Pre-Issue Form for Income & WealthBuilder FIA
Effective June 1, 2015, the Certificate of Disclosure will replace the Statement of Understanding for the Income and WealthBuilder fixed indexed annuity series. The Certificate of Disclosure contains detailed information on the Income and WealthBuilder product features including the many options, advantages and limitations. The Applicant Acknowledgment section must be signed by you and your client and submitted with the application. A copy of all sales materials, including the signed Certificate of Disclosure must be left with the applicant.
How Do I Get the New Forms?
The forms are available for download on our agent portal, SalesLink. After logging in, simply click on Sales Support, Sales Tools and then Sales Materials. Select the first orange button for "Sales Materials and Forms." In the top left-side in the "Quick Search" option, select the Form ID option and then either "ADV 1587" for Income and WealthBuilder 7 or "ADV 1588" for Income and WealthBuilder 10.
Business Transition Rules
All applications received on or after June 1, 2015 must be accompanied by a signed and completed Applicant Acknowledgment (the last page) from the Income and WealthBuilder Certificate of Disclosure
Any applications received before June 1, 2015 will be processed with either the Statement of Understanding or the Certificate of Disclosure
More Information
Please click below to download our dedicated flier or contact us directly at salesdesk@fglife.com with any additional questions.
Form Number: API-1018 (06-11), ACI-1018 (06-11); et al. Form number and availability may vary by state.
"FGL" when used herein refers to Fidelity & Guaranty Life, the marketing name for Fidelity & Guaranty Life Insurance Company issuing insurance in the United States outside of New York. Annuities issued by Fidelity & Guaranty Life Insurance Company, Des Moines, IA
FOR PRODUCER EDUCATION AND USE ONLY. NOT FOR USE IN SOLICITING SALES FROM THE GENERAL PUBLIC.
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Fidelity & Guaranty Life Insurance Company Two Ruan Center, 601 Locust Street, 14th Floor Des Moines, IA 50309
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