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April 30, 2024
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.
April 30, 2024
How did the U.S. economy do in Q1? Better than expected — thanks to a few surprises. Read up on how the economy fared and where it’s expected to go in the near future.
April 29, 2024
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.
April 2, 2024
Having trouble finding forms and illustrations? No need to call our sales support line — you can find everything you need online.
April 2, 2024
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.
April 2, 2024
Please review this recent compliance alert: New Hampshire INS 305, Suitability of Individual Annuity Sales Recommendations.
March 5, 2024
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.
March 4, 2024
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.
February 2, 2024
Economic predictions heading into Q4 were frosty, but 2023 ended much better than expected. Many factors threatened economic health such as the war in Ukraine and interest rates. Read more about how the market fared and what that means for the coming year.
February 2, 2024
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.