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Suitability Form - Guggenheim Life and Annuity Company

Suitability Form - Guggenheim Life and Annuity Company 2026

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The document is an Annuity Customer Identification & Suitability Confirmation Worksheet from Guggenheim Life and Annuity Company. It is designed to collect essential information from potential annuity applicants to assess their insurance needs, financial objectives, and ensure compliance with regulations. The worksheet includes sections for personal details, financial information, product selection, and suitability questions to determine the appropriateness of the annuity for the applicant.

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Click ‘Get Form’ to open it in the editor.
Begin by entering your personal information in the 'General Information' section. Fill in the Owner Name, Joint Owner Name, Occupation, and Place of Birth for both owners.
In the 'Product Applying For' section, select the type of annuity you are interested in and specify the premium amount.
Proceed to the 'Financial Information' section. Here, provide details about your annual household income, net worth, and sources of income. Be sure to check all applicable options.
Continue filling out questions regarding your financial situation and investment history. This includes liquid assets, existing annuities, and risk tolerance.
Complete the Customer Identification Verification section by selecting your form of ID and providing necessary details.
Finally, review all entered information for accuracy before signing in the Owner’s Confirmation section. Ensure that both owners sign and date where required.

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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.

What is an annuity from a life insurance company?

Annuity new business process Start the conversation. Prospecting. Lean into digital: Customize a solution and present to clients. Review product options. Complete required training. Online product training. Get appointed. Complete a paperless application. Track the applications status. Encourage online self-service for clients.

How to start an annuity company?

Branded as The Standard, the company underwrites group and individual insurance products including short-term and long-term disability, life and accident insurance, group dental and vision benefits, and annuities. Standard Insurance Company has maintained an A rating or higher from A.M. Best Company since 1928.

Is the Standard a good annuity company?

While all annuities are regulated by state insurance commissioners, variable annuities and RILAs are securities and therefore are also regulated by the SEC and FINRA.