Annuity Buzz
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August 1, 2023
Please review this compliance alert: Rule 120-2-94.06, Suitability of Individual Annuity Sales Recommendations.
August 1, 2023
Please review this compliance alert: Rule 3120.10+,, Suitability of Individual Annuity Sales Recommendations.
July 5, 2023
New changes to the Business Entity Resolution Certification improve the process.
July 5, 2023
Please review this compliance alert: Rule ADC Ins Gen Ch 64, Suitability of Individual Annuity Sales Recommendations.
June 6, 2023

Please review this recent compliance alert: Senate Bill 148, Suitability of Individual Annuity Sales Recommendations.
June 6, 2023
Exciting news! We’re launching a new internal transfer program and have some changes to our commissions.
June 6, 2023
Due to high demand for our fixed annuity products and our strong rates, we’re temporarily extending our interest rate lock from 45 to 90 days.
June 6, 2023
We strive to provide excellent service. Help us improve our customer experience.
June 6, 2023

Please review this recent compliance alert: Regulation 211 CMR 96.01+, Suitability of Individual Annuity Sales Recommendations.
May 1, 2023

Please review this recent compliance alert: Regulation 211 CMR 96.01+, Suitability of Individual Annuity Sales Recommendations.