Reminder: New Forms Required

In states that have approved the new Best Interest changes, the Best Interest Consumer Suitability Due Diligence Questionnaire, I-22733 (BI) now replaces the Consumer Suitability Due Diligence Questionnaire, I-22733. All other states that have not approved Best Interest still require the original questionnaire, I-22733, except where state variations apply. Additionally, a new producer compensation disclosure for annuities, I-34191,  is required at the time of submitting an annuity application in states that have approved Best Interest. In eApp, original forms can be submitted until updated ones are made available.