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Producer Advisories
Date: October 3, 2023
Help clients get their recurring annuity payments on time, every time. Electronic Funds Transfer makes that happen on time, every time.
Sales Insights & Tools
Date: October 3, 2023
The Legacy Max enhanced death benefit rider is available exclusively with the ECI Plus annuity. See how it can help create a legacy for your clients.
Sales Insights & Tools
Date: September 5, 2023
Do you have clients who could do more with their retirement money? Then check out our new optional Legacy Max enhanced death benefit rider exclusively offered on the Enhanced Choice Index Plus.
Sales Insights & Tools
Date: September 5, 2023
Thanks for your patience as we worked through a massive inflow of business. Our turnaround times are back to normal, and they are sustainable for future growth.
Producer Advisories
Date: September 5, 2023
It’s time to start setting up end-of-year RMD check-ins with your clients. These deadlines can approach fast — make sure you’ve got everything you need.
Producer Advisories
Date: September 5, 2023
Please review this recent compliance alert: Oklahoma Administrative Code (OAC) 365:25-17-7., Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
Date: August 1, 2023
As a reminder, on July 17, 2023, we changed all our index products to a daily sweep to align with industry standards.
Producer Advisories
Date: August 1, 2023
Please review this compliance alert: Rule 120-2-94.06, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
Date: August 1, 2023
Please review this compliance alert: Rule 3120.10+,, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
Date: July 5, 2023
New changes to the Business Entity Resolution Certification improve the process.
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