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Liberty Bundled Product

Annuity with Capital Protection

This is a bundled product that includes a Life Annuity and a Capital Protection (risk) component. Ensure quotes for both are provided.

Conditional Documents

Is another separate investment being taken out at the same time as this annuity?

Yes

No

Is a RAR (Replacement Advice Record) applicable for the Capital Protection component?

Yes

No

Is other, separate investment planning being done at the same time?

Yes

No

Document Checklist (8 selected)

Advisor/Client Generated

Clear Copy of ID

Online Record of Advice (ROA)

Financial Needs Analysis (FNA)

Signed Risk and Life Annuity Quotes

Full Liberty Online Application

Provider Form

Updated Disclosure Letter

UCF (Client Declaration Form)

Related Party Form (STANLIB)