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December 4, 2023
Please review this recent compliance alert: Tennessee Rule 0780-01-86, Suitability of Individual Annuity Sales Recommendations.
December 4, 2023
Please review this recent compliance alert: Washington Senate Bill 5210/ House Bill 1120, Suitability of Individual Annuity Sales Recommendations.
November 1, 2023
The holiday season and end of 2023 are quickly approaching. To meet your clients’ service expectations during this busy time, put these important dates in your calendar.
November 1, 2023
Despite things pointing to more of a downer, Q3 turned out better than expected. See what factors played to a stronger third quarter.
November 1, 2023
We’ve added a new member to the Annuity Sales team. Get to know our newest sales director, Joe Lehrer.
October 3, 2023
Don’t get caught in processing delays! We’re a just-in-time carrier, which means that we process state appointments for producers at the time of application.
October 3, 2023
Help clients get their recurring annuity payments on time, every time. Electronic Funds Transfer makes that happen on time, every time.
October 3, 2023
The Legacy Max enhanced death benefit rider is available exclusively with the ECI Plus annuity. See how it can help create a legacy for your clients.
September 5, 2023
Do you have clients who could do more with their retirement money? Then check out our new optional Legacy Max enhanced death benefit rider exclusively offered on the Enhanced Choice Index Plus.
September 5, 2023
Thanks for your patience as we worked through a massive inflow of business. Our turnaround times are back to normal, and they are sustainable for future growth.