Announcement 2026-088 Smart Series Updates
Smart Series Updates
The Smart Series products have been updated and are effective for all pipeline and new applications on and after October 8, 2026.
|
Topic |
Current Policy |
New Policy |
|
SmartVest: Prepayment Penalty |
Ineligible States: |
Eligible States Added: Kansas and Minnesota |
|
SmartEdge: Reserves |
Current Policy Applies |
Added to Section 36 of the Summary: Reserves are not required for Asset Qualifier. See 34. Asset Qualifier section – Liquid Assets |
Refer to the Product Summaries for complete eligibility and guidelines.