Annuity Buzz

Please review this recent compliance alert: CO Regulation 4-1-11, Suitability of Individual Annuity Sales Recommendations.

Please review this recent compliance alert: Regulation 69-29, Suitability of Individual Annuity Sales Recommendations.

We strive to make it easier for you to fulfill a client’s request for disbursement. Knowing what forms are required can make the process go more smoothly.

Please review this recent compliance alert.
Maryland:Rule 31.09.12.01+, Suitability of Individual Annuity Sales Recommendations

Please review this recent compliance alert.
New Mexico:Rule 13.9.20.1, Suitability of Individual Annuity Sales Recommendations

Please review this recent compliance alert: SB 644 A 654, Suitability of Individual Annuity Sales Recommendations.

Market volatility is on the minds of many clients, so it’s a good time to explore our Enhanced Choice Index annuity. Three of the ECI’s indices offer volatility control. This can give your clients less exposure to market fluctuations, while keeping the potential for increased growth. Watch our video to learn more.

For those approaching retirement, recent market volatility hasn’t made it easy to make decisions about their financial future. Deciding to wait to buy an annuity, however, could be a missed opportunity.

We’re heading toward the end of the year — and the usual deadline for annual required minimum distributions from qualified policies for annuitants who are 72 and older. Take this opportunity to check in with your clients about RMDs.

Our newest FIA — the Enhanced Choice Index — is now available to sell in New Jersey. Exciting features include volatility-controlled indices and an enhanced participation rate feature.