New Feature – Get Tax Forms on the Annuity Portal

January 3, 2023

You asked, we listened. Your clients can enjoy fresh features on the Annuity Producer Portal, including tax forms. Support your clients this tax season with downloadable 1099 forms.

Here’s what’s new:

  • Statements and Tax Documents tabs to view and download important documents
  • Enhancements to pending policy view and pending business report:
    • Received and expected premiums
    • Producer hierarchy/broker dealer
  • Active policy view:
    • Display policy number on every tab
    • Display servicing agent in annuity details
  • Book of business:
    • Client birth month and year

We hope you’re enjoying the portal’s intuitive experience and easy access to policy information, dynamic reporting and resources exclusively for you. 

Streamlined

  • Search by owner/annuitant last name or policy number
  • Easily access to your Book of Business Report with just one click
  • Run a Pending Business Report to check the status of your pending cases.

Straightforward

  • See what your clients see when they log in. 
  • Access your policy details, including values, financial activity, statements and tax forms.

Supportive

  • Get immediate self-service when it’s convenient for you. 
  • Link to producer resources, where you can check rates, access marketing toolkits or run an illustration.
  • Message us with your questions on specific topics.


Head to the Annuity Producer Portal Guide to watch a demonstration video and get login instructions.

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.