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Producer Advisories
January 6, 2026
Clients who took a distribution in 2025 will receive their IRS Form 1099-R by Jan. 31, 2026.
Producer Advisories
December 19, 2025
Required Minimum Distribution notifications will be mailed by the end of January 2026. See what you and your clients can expect.
Sales Insights & Tools
December 3, 2025
Streamline your annuity business with everything you need — all in one place. Access rates, forms, illustrations and sales tools online, most without a login.
Sales Insights & Tools
December 3, 2025
Discover how partial index crediting locks in growth and can add valuable benefits for your clients. See an example of how this feature works and the flexibility it offers through life’s changes.
Producer Advisories
December 3, 2025
Starting Dec. 12, most in-force transactions can be completed through DocuSign — making processing faster, safer and paper-free.
Sales Insights & Tools
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
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
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
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
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.