Enhanced ISA Marketing Materials Ready to Use in Nevada and Oregon

January 2, 2019

Marketing materials for the enhanced Index Select Annuity 5, 7 and 10 are now available to use with consumers in Nevada and Oregon.

Check out these helpful materials:

Find more details and specimen contracts on our Index Select Annuity web page.

Producer Advisories

More About Producer Advisories

Holiday Service Alert: Key Dates to Remember

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.

Louisiana Producer Advisory

Please review this recent compliance alert: Regulation 89, Suitability of Individual Annuity Sales Recommendations.

Ensure the Timely Delivery of New Business Applications

To ensure prompt processing of your new business applications, follow our specific mailing instructions and key steps. We accept applications via regular mail, overnight delivery, fax and email.

RMD Check-Ins: Get Them on the Calendar

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.

Missouri Producer Advisory

Please review this recent compliance alert: Rule 20 CSR 400-5.900, Suitability of Individual Annuity Sales Recommendations.

How to Ensure a Smooth Claims Process

Starting a claims process can be difficult, especially considering the surrounding circumstances. Help your clients prepare to ensure a smooth, easy claims process.

New Business Checklist

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.

Updated Process for California Clients Over 65

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.

New Feature: Contract Pages on the Annuity Portal

Clients can now view and download contract pages on the Annuity Portal!