Annuity Buzz
Filters Results
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.
August 1, 2023
Please review this compliance alert: Rule 120-2-94.06, Suitability of Individual Annuity Sales Recommendations.
August 1, 2023
Please review this compliance alert: Rule 3120.10+,, Suitability of Individual Annuity Sales Recommendations.
July 5, 2023
New changes to the Business Entity Resolution Certification improve the process.
July 5, 2023
Please review this compliance alert: Rule ADC Ins Gen Ch 64, Suitability of Individual Annuity Sales Recommendations.
June 6, 2023

Please review this recent compliance alert: Senate Bill 148, Suitability of Individual Annuity Sales Recommendations.
June 6, 2023
We strive to provide excellent service. Help us improve our customer experience.
June 6, 2023

Please review this recent compliance alert: Regulation 211 CMR 96.01+, Suitability of Individual Annuity Sales Recommendations.
May 1, 2023

Please review this recent compliance alert: Regulation 211 CMR 96.01+, Suitability of Individual Annuity Sales Recommendations.
May 1, 2023
We’ll be mailing IRS Form 5498 to IRA policyholders who had reportable contributions for 2022 by May 31, 2023.