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You asked, we delivered! We've updated our incoming transfer form by adding a field in the Qualified Account Transfer section to provide instructions for the ceding company on how to handle the client's Required Minimum Distribution.
EquiTrust does not offer investment advice to any individual or agent/producer and this material should not be construed as investment advice. Products underwritten, issued and distributed by EquiTrust Life Insurance Company, West Des Moines, Iowa.
