Guggenheim Life has recently updated their suitability form (the “Form”). This change was made in order to pursue a more stream-lined suitability review for applications received from all jurisdictions and to be compliant with new regulations and emerging regulatory trends.
The new Form is available on the Guggenheim Life website in the App Builder section,
http://guggenheimlife.com/agent-imo/sales-information. Please be advised that this Form will not replace state-specific suitability form requirements in states such as Florida. Applications received by Guggenheim on or after July 1, 2013 using the current suitability forms will not be accepted. To avoid processing delays, be sure to print the new Form directly from the website.
FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.