Annuity Buzz
Filters Results
Producer Advisories
February 1, 2023

A smooth application process for you and your clients is always our goal. Follow two key steps to avoid delays in delivering a completed contract to a client.
January 3, 2023

Melany Bahena has joined our team as a marketing analyst and we welcome her skills and creativity. At a time when sales are brisk and we’re developing new partnerships, Melany will help us meet our growing marketing needs.
Producer Advisories
January 3, 2023

Downloadable 1099 forms are just one of many new features on the Annuity Portal. See how we’re making it even easier and faster to do business with us.
Producer Advisories
January 3, 2023

Clients who took a distribution in 2022 will receive their IRS Form 1099-R in the mail no later than February 15.
Producer Advisories
January 3, 2023

Please review this recent compliance alert: Regulation 3 AAC 23.208(9)+, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
January 3, 2023

Please review this recent compliance alert: House Bill 2111 and Senate Bill 3079, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
January 3, 2023
Minnesota 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
January 3, 2023

Please review this recent compliance alert: Rule 11 NCAC 12.0462, Suitability of Individual Annuity Sales Recommendations.