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September 2, 2015  
Compliance News  

Suitability guidelines
Great American Life Insurance Company offers a wide array of annuities to help your clients meet their financial goals. Helping clients achieve their goals begins with suitability. Please see the attached guidelines for factors and thresholds that are considered during our suitability review.

Annuity applications
When submitting new business, please ensure you are using the most up-to-date application. Applications with a revision date prior to January 2014 (1/14) will be accepted through Friday, September 25, 2015. After this date, these applications will be considered not in good order and could result in processing delays.

Required forms for non-human owners and inherited business
To avoid new business processing delays, please ensure you are submitting all the required forms for non-human owners (trusts or businesses) and inherited business (IRA or non-qualified). Please click here for a list of required forms.

Please visit our website for the most up-to-date new business applications and forms.