Suitability Form - Guggenheim Life and Annuity Company 2025

Get Form
Suitability Form - Guggenheim Life and Annuity Company Preview on Page 1

Here's how it works

01. Edit your form online
Type text, add images, blackout confidential details, add comments, highlights and more.
02. Sign it in a few clicks
Draw your signature, type it, upload its image, or use your mobile device as a signature pad.
03. Share your form with others
Send it via email, link, or fax. You can also download it, export it or print it out.

The best way to change Suitability Form - Guggenheim Life and Annuity Company online

Form edit decoration
9.5
Ease of Setup
DocHub User Ratings on G2
9.0
Ease of Use
DocHub User Ratings on G2

With DocHub, making changes to your documentation requires only a few simple clicks. Make these quick steps to change the PDF Suitability Form - Guggenheim Life and Annuity Company online for free:

  1. Register and log in to your account. Log in to the editor with your credentials or click on Create free account to test the tool’s functionality.
  2. Add the Suitability Form - Guggenheim Life and Annuity Company for editing. Click on the New Document button above, then drag and drop the sample to the upload area, import it from the cloud, or via a link.
  3. Change your document. Make any changes needed: add text and images to your Suitability Form - Guggenheim Life and Annuity Company, highlight important details, remove parts of content and substitute them with new ones, and add symbols, checkmarks, and fields for filling out.
  4. Complete redacting the template. Save the updated document on your device, export it to the cloud, print it right from the editor, or share it with all the parties involved.

Our editor is super easy to use and efficient. Try it out now!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
Contact us
We are pleased to announce Guggenheim Life and Annuity Company, who recently received an upgrade from A.M. Best to a Financial Strength Rating of A- (Excellent), has a new name: Clear Spring Life and Annuity Company (Clear Spring Life).
What is Suitability? Suitability refers to the determination of whether an annuity recommendation is reasonable given the clients unique circumstances and meets the clients needs and financial objectives at the time of the purchase.
The NAIC Suitability in Annuity Transactions Model Regulation (#275) sets forth standards and procedures for recommendations to consumers that result in a transaction involving annuity products to ensure the insurance needs and financial objectives of consumers are appropriately met at the time of the transaction.
Suitability Information Gathered by an Insurer Age. Annual income. Financial situation and needs, Financial experience. Insurance needs. Financial objectives. Intended use of the annuity. Financial time horizon.
In making the suitability assessment, you must consider your clients risk tolerance, current income, access to cash, age of the owner, and the customers retirement needs and objectives.
be ready to get more

Complete this form in 5 minutes or less

Get form

People also ask

These criteria include your: Age. Annual income. Financial situation and need, including the financial resources that you are using to fund the annuity purchase itself. Financial experience. Financial objectives. Intended use of the annuity. Financial time horizon.
These criteria include your: Age. Annual income. Financial situation and need, including the financial resources that you are using to fund the annuity purchase itself.

Related links