Are You Running Your Own Illustrations?

October 1, 2019

If you are contacting us for annuity illustration requests, try running your own! Why? It eliminates lag time because you don’t have to wait for help from the home office.

Online illustration software is available for our FGA, ISA, Certain Period SPIA and Restricted SPIA. From our annuities website, choose Run an Illustration, then enter your information on the ImagiSOFT illustration software portal.

Please contact Annuity Sales Support to illustrate CA versions or other products.

 

More About Producer Advisories
Please review this recent compliance alert: Indiana Rule 760 IAC 1-72-1+, Suitability of Individual Annuity Sales Recommendations.
Please review this recent compliance alert: Utah Rule R590-230, Suitability of Individual Annuity Sales Recommendations.
Please review this recent compliance alert: Vermont Regulation I-2023-01, Suitability of Individual Annuity Sales Recommendations.
Have clients in another state or looking to expand your book of business? We’re implementing a new cross-border sales policy. Check out the ins-and-outs and do’s-and-don’ts of the new policy and forms before you get down to business.
It’s time to send out the 2023 IRS Form 5498 for IRA Contributions. Be sure to notify your clients who should expect them and find out the dates we’re sending them out.
Many clients count on receiving their annuity payments on specific dates so they can pay bills and meet day-to-day living costs. Electronic Funds Transfer is the best way to ensure payments on time, every time.
Please review this recent compliance alert: New Hampshire INS 305, Suitability of Individual Annuity Sales Recommendations.