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.
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