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Producer Advisories
July 5, 2023
New changes to the Business Entity Resolution Certification improve the process.
Producer Advisories
July 5, 2023
Please review this compliance alert: Rule ADC Ins Gen Ch 64, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
June 6, 2023

Please review this recent compliance alert: Senate Bill 148, Suitability of Individual Annuity Sales Recommendations.
Get to Know The Standard
June 6, 2023
We’re proud to be involved in our community and to foster such a strong culture of giving.
Producer Advisories
June 6, 2023
We strive to provide excellent service. Help us improve our customer experience.
Producer Advisories
June 6, 2023
West Virginia has adopted the NAIC’s Suitability in Annuity Transactions Model Regulation that was amended in February 2020. The Model now incorporates a best interest standard of care for any sale or recommendation of an annuity.
Get to Know The Standard
May 1, 2023
The newest additions to our Individual Annuities team bring strong and varied experience in the insurance and financial services industry.
Producer Advisories
May 1, 2023
Massachusetts has adopted the NAIC’s Suitability in Annuity Transactions Model Regulation that was amended in February 2020. The Model now incorporates a best interest standard of care for any sale or recommendation of an annuity.
Producer Advisories
May 1, 2023
We’ll be mailing IRS Form 5498 to IRA policyholders who had reportable contributions for 2022 by May 31, 2023.
Get to Know The Standard, Sales Insights & Tools
April 3, 2023

It’s easier than ever to get the forms you need and run illustrations yourself. Check out the simple steps.