Reminder – Effective 01/01/2025, California Requires Annuity Buyers Guide

Effective January 1, 2025, the state of California will require a Buyer’s Guide for Annuities. This new requirement will require that you gain the customers signature on the applicable CA product disclosure form to acknowledge receipt of the guide. This disclosure form is required with the application submission.

Forms are available on SPA or within the application packages ordered through your normal channels. Should you have any questions, please contact your Internal Wholesaler.