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Suitability
We are committed to suitable sales. Below is a list of suitability resources.
American Financial Suitability Explanation
Suitability Guidelines (Most Common Suitability Reviews)
Liquid Assets to Consider
Allianz Replacement Comparison Form
Allianz Financial Inventory Worksheet
Florida Suitability Forms
Investment News: SEC 151A May Resurface
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151A: Full Appeals Court Decision (7/21/09)
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Reuters: Appeals Court Orders SEC to Reconsider 151A
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151A in Wall Street Journal
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151A Approved (4 to 1)
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Allianz FIA ad in the
Wall Street Journal
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What does Your State Guarantee?
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American Financial Provides Access to SEC Fixed Indexed Annuity Proposed Rule Document
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