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Producer Advisories
April 2, 2024
Many clients count on receiving their annuity payments on specific dates so they can pay bills and meet day-to-day living costs. Electronic Funds Transfer is the best way to ensure payments on time, every time.
Producer Advisories
April 2, 2024
Please review this recent compliance alert: New Hampshire INS 305, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
March 5, 2024
We’re always looking to improve the customer experience. Thanks to your feedback, we’re rolling out new options for annual interest payments. See how these new features work.
Sales Insights & Tools
March 5, 2024
Your clients with CDs are receiving their 1099 forms soon. So, it’s an ideal time of year to talk about the tax advantages of fixed annuities. Share our flyer to show clients what they’d have to earn in a taxable investment to match the earnings of a fixed annuity.
Sales Insights & Tools
March 5, 2024
Have two members in the same household submitting applications at the same time? They may qualify to be combined for a high-band rate. Find out how it works!
Producer Advisories
March 4, 2024
We mailed IRS Form 1099-R in February to clients who took a distribution last year. You can view and download 2023 and prior year tax forms on the Annuity Portal.
Producer Advisories
February 2, 2024
Required Minimum Distribution notifications were mailed out at the end of January. Here’s the rundown on who we sent them to and what to expect.
Producer Advisories
February 2, 2024
Applying to industry organizations for recognition this year? Let us help you out. Check out how we can support your career journey.
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.