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Date: 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.
Date: 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.
Date: June 5, 2024
Clients can now view and download contract pages on the Annuity Portal!
Date: June 5, 2024
Please review this recent compliance alert: Indiana Rule 760 IAC 1-72-1+, Suitability of Individual Annuity Sales Recommendations.
Date: June 5, 2024
Please review this recent compliance alert: Utah Rule R590-230, Suitability of Individual Annuity Sales Recommendations.
Date: June 5, 2024
Please review this recent compliance alert: Vermont Regulation I-2023-01, Suitability of Individual Annuity Sales Recommendations.
Date: 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.
Date: 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.
Date: April 2, 2024
Having trouble finding forms and illustrations? No need to call our sales support line — you can find everything you need online.
Date: 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.
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