Annuity Buzz

Beneficiaries have a lot to deal with after the death of a loved one. We’re committed to providing support through the claims process.

Get the industry recognition you deserve. Let us help you with certification letters.

Make sure your client’s application experience is a positive one from the get-go. Here’s how.

Clients who took a distribution in 2021 will receive their IRS Form 1099-R no later than the second week in February.

Please review this recent compliance alert.
Alabama: Rule 482-1-137-.01+, Suitability of Individual Annuity Sales Recommendations

Please review this recent compliance alert.
North Dakota: House Bill 1160, Suitability of Individual Annuity Sales Recommendations

Please review this recent compliance alert.
Mississippi: Rule 19-2: 18.01+, Suitability of Individual Annuity Sales Recommendations

We’ve updated our Request to Initiate/Change EFT of Annuity Payment form 11426. You’ll see new options to accommodate financial institutions and accept supporting documentation.

It’s time for our annual reminder that we’ll be mailing required minimum distribution notifications by the end of January. We’ll notify owners of qualified deferred annuity contracts who will turn 72 in 2022 or are already of RMD age.

The USPS recently changed their delivery service standards for First-Class Mail and Periodicals. Transit times have changed from all addresses having 1-3 delivery days, to being based on distance between origin and destination with a maximum of 5 delivery days.