2022 Mid-Year Top Producers

August 1, 2022

We’re excited to announce our mid-year top 15 annuity producers. These professionals are more than top sellers. They also show a passion for helping each client navigate toward a very personal financial goal — and they do so with intelligence, energy and integrity.

We’re thrilled that these top performers choose to partner with us, and we work to earn their trust every day. Like us, they place a high value on providing excellent annuity products for their clients, while offering the tools and accessibility required in a competitive landscape. Congratulations to these top performers!

Top 15 Annuity Producers by Premium:

  1. Amber Hinds
  2. Heather Hubbard
  3. Mark Farrell
  4. Ted Markow
  5. Scott Covey
  6. Gary Friedman
  7. Danica Ansardi
  8. Josh Grieves
  9. Andrew Shulla
  10. Kimberly Weber
  11. Barry Goldberg
  12. Richard Langhough
  13. Jeff Schneiss
  14. Ericson Hilbun
  15. Christian Koranda

 

More About Producer Advisories
Have clients in another state or looking to expand your book of business? We’re implementing a new cross-border sales policy. Check out the ins-and-outs and do’s-and-don’ts of the new policy and forms before you get down to business.
It’s time to send out the 2023 IRS Form 5498 for IRA Contributions. Be sure to notify your clients who should expect them and find out the dates we’re sending them out.
Many clients count on receiving their annuity payments on specific dates so they can pay bills and meet day-to-day living costs. Electronic Funds Transfer is the best way to ensure payments on time, every time.
Please review this recent compliance alert: New Hampshire INS 305, Suitability of Individual Annuity Sales Recommendations.
We’re always looking to improve the customer experience. Thanks to your feedback, we’re rolling out new options for annual interest payments. See how these new features work.
We mailed IRS Form 1099-R in February to clients who took a distribution last year. You can view and download 2023 and prior year tax forms on the Annuity Portal.
Required Minimum Distribution notifications were mailed out at the end of January. Here’s the rundown on who we sent them to and what to expect.