Are You Running Your Own Illustrations?

October 1, 2019

If you are contacting us for annuity illustration requests, try running your own! Why? It eliminates lag time because you don’t have to wait for help from the home office.

Online illustration software is available for our FGA, ISA, Certain Period SPIA and Restricted SPIA. From our annuities website, choose Run an Illustration, then enter your information on the ImagiSOFT illustration software portal.

Please contact Annuity Sales Support to illustrate CA versions or other products.

 

More About Producer Advisories
Many clients count on receiving their annuity payments on specific dates so they can pay bills and meet day-to-day living costs. Electronic Funds Transfer is the best way to ensure payments on time, every time.
Please review this recent compliance alert: New Hampshire INS 305, Suitability of Individual Annuity Sales Recommendations.
We’re always looking to improve the customer experience. Thanks to your feedback, we’re rolling out new options for annual interest payments. See how these new features work.
We mailed IRS Form 1099-R in February to clients who took a distribution last year. You can view and download 2023 and prior year tax forms on the Annuity Portal.
Required Minimum Distribution notifications were mailed out at the end of January. Here’s the rundown on who we sent them to and what to expect.
We’re sending out IRS Form 1099-R in January. We’ll also post them on the Annuity Portal at that time. Take a second to mark your calendars and remind your clients.
Please review this recent compliance alert: Florida House Bill 1185, Suitability of Individual Annuity Sales Recommendations.