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Sales Insights & Tools
January 2, 2024
Beneficiary reviews help establish you as a trusted advisor and subject matter expert. They also offer time to connect with clients and prospects to build relationships. See how beneficiary reviews can help you get leads and grow your business.
Producer Advisories
January 2, 2024
We’re sending out IRS Form 1099-R in January. We’ll also post them on the Annuity Portal at that time. Take a second to mark your calendars and remind your clients.
Sales Insights & Tools
December 4, 2023
Here’s the story of the annuity industry in seven scenes, each introduced by a famous line from a movie. Grab some popcorn, take a seat and enjoy the show.
Producer Advisories
December 4, 2023
Please review this recent compliance alert: Florida House Bill 1185, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
December 4, 2023
Please review this recent compliance alert: Kansas K.A.R. 40-1-53, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
December 4, 2023
Please review this recent compliance alert: Oregon Senate Bill 536, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
December 4, 2023
Please review this recent compliance alert: Tennessee Rule 0780-01-86, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
December 4, 2023
Please review this recent compliance alert: Washington Senate Bill 5210/ House Bill 1120, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
November 1, 2023
The holiday season and end of 2023 are quickly approaching. To meet your clients’ service expectations during this busy time, put these important dates in your calendar.
Producer Advisories
October 3, 2023
Don’t get caught in processing delays! We’re a just-in-time carrier, which means that we process state appointments for producers at the time of application.