AFFIRM Suitability Tab

Overview

The Suitability tab displays all suitability questions that apply to the new annuity. The specific questions available in this tab are determined by the Distributor. These questions can include topics of interest to the Distributor to determine whether the new annuity is a suitable sale or to gather other information. The Suitability tab can include queries such as a client’s investment objectives, tax bracket, other insurance/annuities, and whether the client requires tax deferral.

Suitability Questions

Several types of questions may be present on this page, including those with multiple choice selections, Yes/No answers, and text answers. The response to questions may or may not be defaulted based on the Distributor’s configuration.

Questions on the Suitability tab that are required have a red asterisk to the right of the response control. Required questions must be answered before advancing to the next page.

When user entry is complete, Distributor rules are evaluated. If any Warnings are present, they must be corrected before the order can be submitted.

For additional information, see our article on Carrier Fulfillment and Distributor Suitability Questions.