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Producer Advisories
March 3, 2026
The refreshed Annuity Portal is now live, featuring a modern design and improved usability. Learn what’s changed and how you’ll experience a smoother experience.
Producer Advisories
March 3, 2026
We now support most in-force transactions through Docusign. This makes it easier for your clients to send and sign forms, while also improving security and reducing processing time.
Producer Advisories
February 2, 2026
Industry recognition can help highlight your success and elevate your professional profile. Learn how we can help certify your achievements and support you along the way.
Economic Updates
February 2, 2026
This quarter’s economic update highlights the biggest forces shaping markets, from the post-shutdown rebound to AI-driven global growth. It also breaks down key U.S. and international trends, sector signals, and what they mean for positioning in 2026.
Producer Advisories
January 6, 2026
We’re introducing a new certification requirement for all annuity sales to ensure compliance and help safeguard clients. Learn what’s required and how submit the form.
Producer Advisories
January 6, 2026
Clients who took a distribution in 2025 will receive their IRS Form 1099-R by Jan. 31, 2026.
Producer Advisories
December 19, 2025
Required Minimum Distribution notifications will be mailed by the end of January 2026. See what you and your clients can expect.
Producer Advisories
December 3, 2025
Starting Dec. 12, most in-force transactions can be completed through DocuSign — making processing faster, safer and paper-free.
Producer Advisories
October 27, 2025
A one-time EFT offers clients a quick, seamless experience to provide their initial premium payment. Learn how to access the online form and streamline the process.
Producer Advisories
October 27, 2025
We have an updated Rhode Island’s replacement form starting Nov. 1, 2025. See key dates and how to access the new form.