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Producer Advisories
September 5, 2023
It’s time to start setting up end-of-year RMD check-ins with your clients. These deadlines can approach fast — make sure you’ve got everything you need.
Producer Advisories
September 5, 2023
Please review this recent compliance alert: Oklahoma Administrative Code (OAC) 365:25-17-7., Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
August 1, 2023
As a reminder, on July 17, 2023, we changed all our index products to a daily sweep to align with industry standards.
Economic Updates
August 1, 2023
As the economy finds its footing, inflation begins to slow and the job market remains strong, things are looking up. However, many factors are in play for Q3 and Q4.
Producer Advisories
August 1, 2023
Please review this compliance alert: Rule 120-2-94.06, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
August 1, 2023
Please review this compliance alert: Rule 3120.10+,, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
July 5, 2023
New changes to the Business Entity Resolution Certification improve the process.
Producer Advisories
July 5, 2023
Please review this compliance alert: Rule ADC Ins Gen Ch 64, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
June 6, 2023

Please review this recent compliance alert: Senate Bill 148, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
June 6, 2023
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