North American Expands on Types of Trusts Accepted

NACOLAH

Through a recent review, North American has decided to expand on the types of trusts they accept through annuity new business.

The following changes are effective immediately:

  • The trust grantor is no longer required to be the annuitant
  • Additional types of trust will be accepted, call Sales Support for details
  • A new Certification of Trust Agreement form is required for any application that includes a trust as owner OR beneficiary

For questions regarding  these North American Company for Life and Health Insurance changes, please contact your CreativeOne sales team at 800.992.2642.

FOR PRODUCER USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. 20291Z-HTML | PRT 7-14

Join the conversation