Michigan Producer Advisory

Please review this recent compliance alert.
Michigan: House Bill 4508, Suitability of Individual Annuity Sales Recommendations

The Standard in the Media

John Williams’ article in Advisor Magazine is a timely reminder that clients shouldn’t wait for interest rates to increase before buying an annuity. In InsuranceNewsNet Magazine, Mark MacGillivray describes a case study showing how a Medicaid SPIA could help with the high cost of long-term care.

Rich Lane, Vice President of Sales and Marketing, Individual Annuities

The Cost of Waiting to Buy an Annuity

By John Williams, Regional Sales Director, Individual Annuities. Reprinted with permission from original source, Advisor Magazine.

While it’s normal for people to want the best return on their investments, waiting to buy an annuity could mean a missed opportunity.

The Medicaid SPIA: Helping Clients Alleviate LTC Costs

By Mark MacGillivray, Sales Director, Financial Institutions, Individual Annuities. Published originally in InsuranceNewsNet.

Most clients don’t know that a Medicaid SPIA exists — let alone the steps they should take when considering one.

Working, Parenting and Schooling from Home

By Dan Jolivet, Ph.D., Workplace Possibilities Practice Consultant.

Read my recent post for tips on how to communicate with children during a crisis, maintaining your mental wellbeing, self-care and balancing remote work, childcare and remote learning.

Meet Our Newest Administration Team Leaders

Rick Headley and Rebecca Mattingly have joined our Annuities administration leadership team, and Brittany Bobbitt takes on a new role as director of Individual Annuities administration.

The Why Behind Form 5031

Learn the why behind disbursement Form 5031, to help a client withdraw funds from an annuity contract, and how we make it easy to complete.