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Senator Bennett moved the following amendment:

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     Senate Amendment

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     Delete lines 312-332

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and insert:

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     1. Personal information including the age and sex of the

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parties to the annuity or life insurance, and the ages and number

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of any dependents;

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     2. Tax status of the consumer;

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     3. Investment objectives of the consumer;

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     4. The source of the funds to be used to purchase the

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annuity;

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     5. The applicant's annual income;

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     6. Intended use of the annuity or life insurance policy;

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     7. The applicant's existing assets, including investment

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and life insurance holdings;

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     8. The applicant's liquid net worth and liquidity needs;

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     9. The applicant's financial situation and needs;

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     10. The applicant's risk tolerance; and

4/1/2008  12:38:00 PM     21-06330-08