Delaware Administrative Code
Title 18 - Insurance
1200 - Life Insurance and Annuities
1214 - Suitability In Annuity Transactions
Appendix C - Consumer Decision to Purchase an Annuity Not Based on a Recommendation

Universal Citation: 18 DE Admin Code C
Current through Register Vol. 28, No. 3, September 1, 2024

Do Not Sign This Form Unless You Have Read and Understand It.

Why are you being given this form? You are buying a financial product - an annuity.

To recommend a product that effectively meets your needs, objectives and situation, the agent, broker, or company has the responsibility to learn about you, your financial situation, insurance needs and financial objectives.

If you sign this form, it means you know that you're buying an annuity that was not recommended.

Statement of Purchaser:

I understand that I am buying an annuity, but the agent, broker or company did not recommend that I buy it. If I buy it without a recommendation, I understand I may lose protections under the Insurance Code of [this state].

Customer Signature

Date

Agent/Producer Signature

Date

Disclaimer: These regulations may not be the most recent version. Delaware may have more current or accurate information. We make no warranties or guarantees about the accuracy, completeness, or adequacy of the information contained on this site or the information linked to on the state site. Please check official sources.
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