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USPS Delivery Changes

The United States Postal Service recently changed their delivery service standards for First-Class Mail and Periodicals. Transit times have changed from all addresses having 1-3 delivery days, to being based on distance between origin and destination with a maximum of 5 delivery days. If the destination is more than 930 miles from our home office in Oregon, transit times may be up to 5 delivery days.

Learn more about this change by reviewing the USPS Fact Sheet.

 

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More About Producer Advisories

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.
Please review this recent compliance alert: Kansas K.A.R. 40-1-53, Suitability of Individual Annuity Sales Recommendations.
Please review this recent compliance alert: Oregon Senate Bill 536, Suitability of Individual Annuity Sales Recommendations.
Please review this recent compliance alert: Tennessee Rule 0780-01-86, Suitability of Individual Annuity Sales Recommendations.
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