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Article
June 2, 2025
Clients often choose co-owned annuities to invest in together. Here’s how to ensure that your clients have signed all the documents to make for a smoother and easier experience.
Article
April 2, 2024
As the world becomes more interconnected, so does the need for coverage. Find out how you can offer annuities to foreign nationals working for a company in the United States.
Webinar
July 11, 2024
Watch Regional Vice President John Williams discuss how to unlock the full potential of your clients' IRAs. Discover the advantages of rolling over IRAs into the Legacy Max enhanced death benefit rider available on the Enhanced Choice Index Plus annuity. Don’t miss this opportunity to enhance your clients’ retirement strategies.
Article
February 22, 2024
We surveyed Gen Zers and 93% of them say a retirement savings plan is important to them. Get more key findings from our new research.
Article
September 30, 2024
We’re honored to be recognized once again as a best place to work for disability inclusion for the third consecutive year. Scoring a perfect 100 on the Disability Equality Index, we demonstrate our commitment to creating an inclusive workplace.
Article
July 1, 2024
California producers or those presenting in California are subject to new forms starting in July. Make sure you know which ones you need to bring with you.
Guide
Learn about the features and benefits of PEPs to better understand and position them to your clients.
Guide
View the annuity training requirements in each state. You'll find dates for both newly and currently licensed producers.
Guide
View a history of S&P 500 index values as of an Index Annuity allocation date.
Product Information
Employers often look to advisors and third-party administrators for help with administrative duties. With support from us, you can reduce your clients’ workload, costs and risk.