Skip to main content

Annuity Producer Portal Guide

Our annuity portal is an empowering way for financial professionals to access important annuity information online.

You asked, we listened!

Our Annuity Portal has fresh features for your convenience:

  • Statements and Tax Documents tabs to view and download important documents
  • Enhancements to pending policy view and pending business report:
    • Received and expected premiums
    • Producer hierarchy/broker dealer
  • Active policy view:
    • Display policy number on every tab
    • Display servicing agent in annuity details
  • Book of business:
    • Client birth month and year

You can expect to see the great features including:

  • An intuitive design with access to sold and pending policies
  • Views into what your clients can see
  • Dynamic reporting
  • Links to additional producer resources

The combination of these features means streamlined, straightforward and supportive administration for you.

Access the Annuity Producer Portal

Use our Portal Self-Registration Instructions for a step-by-step guide to: 

  • Create an online account for first-time users
  • Connect to the portal with an existing user account
  • Manage your account online

Annuity Producer Portal Flyer

Demonstration Video

Want to see how it works? Watch our portal demonstration video.

Have Questions?

  • Message Us

    For online support, message us or call us at 800.247.6888.

  • Annuities

    Visit our Annuities page for rates, product information and sales tools.

Jump back to top