Allianz - New documents for FIA business required as of June 9

by admin sunderland | Jun 01, 2017

New documents for FIA business required as of June 9

Beginning June 9, 2017, new documentation will be required when selling fixed index annuity (FIA) business from a qualified source under the PTE 84-24:

  • Written client disclosure
    This disclosure document is required to be given to your client as indicated in these instructions. A copy should be kept for your records. Do not submit with application. Here is a template with suggested wording that you can utilize.
  • June version of the financial professional report
    Submit this report with your applications to help ensure your business is processed without interruption.

As always, please check with your broker/dealer for specifics on how to submit your business.

If you have questions about these changes, please call your Allianz sales representative.