Annuity Buzz
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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.
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.
Sales Insights & Tools
June 6, 2023
Exciting news! We’re launching a new internal transfer program and have some changes to our commissions.
Producer Advisories
June 6, 2023
We strive to provide excellent service. Help us improve our customer experience.
Producer Advisories
June 6, 2023
West Virginia has adopted the NAIC’s Suitability in Annuity Transactions Model Regulation that was amended in February 2020. The Model now incorporates a best interest standard of care for any sale or recommendation of an annuity.