Coming Soon – Online Contract Delivery Through DocuSign

August 31, 2020

Who doesn’t want a faster, easier way to receive new annuity contracts? Later this year, our clients and producers will be able to review, sign, save, and print contracts through DocuSign. Delivering contract forms online will help you and your clients save time — and get contract requirements completed quickly and securely. We’ll be sending out more information when we’re closer to launching DocuSign.

 

More About Producer Advisories
The holiday season is upon us, and to meet your clients’ expectations, mark these important dates. Ensure all distribution and new business requests are submitted by Dec. 11 to guarantee processing by year-end.
Please review this recent compliance alert: Regulation 89, Suitability of Individual Annuity Sales Recommendations.
As the year-end approaches, it’s time to review RMDs for clients aged 73 and older. Ensure they’re informed about their RMD options for 2024 and 2025, direct deposit setups and necessary documentation for any changes.
Please review this recent compliance alert: Rule 20 CSR 400-5.900, Suitability of Individual Annuity Sales Recommendations.
Starting a claims process can be difficult, especially considering the surrounding circumstances. Help your clients prepare to ensure a smooth, easy claims process.
There’s a lot of ground to cover with a new application. We created a handy New Business Checklist to help streamline the process, so you can keep things moving smoothly.