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Sales Insights & Tools
Date: October 27, 2025
Members of our Annuities team were recently featured in several industry publications, sharing insights on legacy planning, interest rate changes and index product opportunities.
Producer Advisories
Date: 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
Date: 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.
Producer Advisories
Date: October 27, 2025
The holiday season is approaching, so be sure to meet our Dec. 15 deadline for year-end distributions and new business applications. Take note of office closures and key processing dates to avoid delays.
Sales Insights & Tools
Date: October 1, 2025
FIA conversations don’t have to be complicated. The FIA Resource Toolkit gives you simple explanations and key talking points to guide your clients with confidence.
Producer Advisories
Date: October 1, 2025
Year end is right around the corner. Now’s the time to connect with clients about their RMDs and make sure everything is ready for 2026.
Producer Advisories
Date: September 3, 2025
Now available in the Garden State! The Enhanced Choice Index Plus annuity now includes updated features offering additional rate guarantees and flexible allocation options for your clients.
Sales Insights & Tools
Date: September 3, 2025
For clients seeking more than fixed rate annuities, consider positioning the ECI Plus FIA as an alternative. This is designed to support retirement savings through guaranteed crediting features even in varying market conditions.
Sales Insights & Tools
Date: September 3, 2025
Uncapped growth potential, index-linked crediting and timely strategies. See how locking in an S&P 500 Par Rate strategy may help clients capture gains and take advantage of current rate conditions.
Producer Advisories
Date: September 3, 2025
EFT offers a reliable and convenient way for clients to receive annuity payments. Funds go directly to their bank account on the scheduled date, with no delays or extra steps.
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