Sales Tools

New Business

Start the sales process with illustration software and contract forms. If you’re new to selling annuities with us, our sales team is ready to help you get started.

Illustrations

Fill out an online form to create an illustration of an immediate, deferred or fixed annuity.

Contracting and Commissions

Download and complete the forms you need to do business with us.

Resources

Use these tools and resources to get familiar with our products and sell with confidence.

Producer Portal Guide
Learn how to access the online portal for policy information, reporting and more.
Webinar and Video Library
Watch webinars and videos to learn more about our products and resources.
Marketing Toolkits
Download materials to help guide your client conversations and explain product details.
Numerical Examples
Enter specific interest rates into a customizable flyer to show a client how an annuity could grow.
Calculator Tools
Enter a starting amount of premium and see how an annuity could grow over the years.
Plan Type Availability
View a list of retirement plan types available for annuities.
Commission Calendar
See when you can expect your commission checks.

Compliance and Suitability

To sell annuities, producers must comply with National Association of Insurance Commissioners standards and complete state-required training. Here are some resources to help.

NAIC Suitability by State

View the training requirements in each state. You’ll find dates for both newly and currently licensed producers.

View NAIC Suitability by State

Suitability Guidelines

Learn how we can work together to ensure an annuity is suitable for your client.

View Suitability Guidelines

Foreign National Guidelines

Is your client a foreign national working for a U.S. company? Here’s what you and your client need to know.

View Foreign National Guidelines

Want Help Selling Annuities?

Count on our sales professionals to give you the support you need to be successful.

Contact Sales and Service