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