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Producer Advisories
September 3, 2024
As the year-end approaches, it’s time to review RMDs for clients aged 73 and older. Ensure they’re informed about their RMD options for 2024 and 2025, direct deposit setups and necessary documentation for any changes.
Producer Advisories
September 3, 2024
Please review this recent compliance alert: Rule 20 CSR 400-5.900, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
July 29, 2024
Starting a claims process can be difficult, especially considering the surrounding circumstances. Help your clients prepare to ensure a smooth, easy claims process.
Producer Advisories
July 1, 2024
There’s a lot of ground to cover with a new application. We created a handy New Business Checklist to help streamline the process, so you can keep things moving smoothly.
Producer Advisories
July 1, 2024
California producers or those presenting in California are subject to new forms starting in July. Make sure you know which ones you need to bring with you.
Producer Advisories
June 5, 2024
Clients can now view and download contract pages on the Annuity Portal!
Producer Advisories
June 5, 2024
Please review this recent compliance alert: Indiana Rule 760 IAC 1-72-1+, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
June 5, 2024
Please review this recent compliance alert: Utah Rule R590-230, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
June 5, 2024
Please review this recent compliance alert: Vermont Regulation I-2023-01, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
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.