Annuity Buzz

Please review this recent compliance alert: CO Regulation 4-1-11, Suitability of Individual Annuity Sales Recommendations.

Please review this recent compliance alert: Regulation 69-29, Suitability of Individual Annuity Sales Recommendations.

We strive to make it easier for you to fulfill a client’s request for disbursement. Knowing what forms are required can make the process go more smoothly.

Please review this recent compliance alert.
Maryland:Rule 31.09.12.01+, Suitability of Individual Annuity Sales Recommendations

Please review this recent compliance alert.
New Mexico:Rule 13.9.20.1, Suitability of Individual Annuity Sales Recommendations

Please review this recent compliance alert: SB 644 A 654, Suitability of Individual Annuity Sales Recommendations.

We’re heading toward the end of the year — and the usual deadline for annual required minimum distributions from qualified policies for annuitants who are 72 and older. Take this opportunity to check in with your clients about RMDs.

Our newest FIA — the Enhanced Choice Index — is now available to sell in New Jersey. Exciting features include volatility-controlled indices and an enhanced participation rate feature.

We’re excited to announce our mid-year top 15 annuity producers. 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!

The second quarter saw unrelenting inflation and a volatile stock market. Not all economic indicators were negative, however. Job growth remains strong, unemployment is down and business sentiment remains optimistic.