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Sales Insights & Tools
January 7, 2025
Understanding whether annuities are insured requires a detailed examination. It’s crucial to explore the nature of annuities, the protections they provide and the significance of the financial stability of insurance companies.
Sales Insights & Tools
January 7, 2025
In case you missed it, the Fixed Index Annuities Resource Toolkit is here to help you master FIAs. It contains the FIA essentials you need to understand, explain and sell annuities, boosting your sales strategy.
Sales Insights & Tools
January 7, 2025
Unlock new sales opportunities and strengthen client relationships with our comprehensive guide to offering beneficiary reviews. Learn how to align beneficiary designations with clients' wishes and address their changing financial priorities, all while establishing yourself as a trusted advisor.
Producer Advisories
January 7, 2025
Stay ahead of tax season with our latest update on 2024 tax forms. Learn who is receiving IRS Form 1099-R, and avoid any surprises.
Sales Insights & Tools
December 3, 2024
Explore our new Fixed Index Annuities Resource Toolkit — your comprehensive guide to understanding and selling FIAs with confidence.
Sales Insights & Tools
December 3, 2024
The Legacy Max enhanced death benefit rider offers guaranteed and performance-based growth with no downside risk, so your clients can leave a lasting legacy.
Producer Advisories
December 3, 2024
Get ready for RMD notifications. See what types of information your clients can expect in their RMD packets.
Producer Advisories
December 3, 2024
Please review this recent compliance alert: Senate Bill 263, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
December 3, 2024
Please review this recent compliance alert: NAC 686A.526+, Suitability of Individual Annuity Sales Recommendations.
Sales Insights & Tools
November 1, 2024
Maximize your earnings with our Internal Transfer Program, offering full commissions on most internal annuity transfers for clients aged 85 and younger. Use our annuity portal to review policies, avoid transfer hassles and earn full first-year commissions while increasing client satisfaction.