Annuity Buzz
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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.
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.