We Want to Hear From You

June 6, 2023

Help us improve our customer experience by completing our after-call survey. We want feedback in all areas so we can improve the service we provide every day.

Our quality teams are always looking for training opportunities and coaching moments to ensure our representatives are knowledgeable and friendly. This feedback helps us improve communication and build and maintain a training library.

There’s always room for improvement. We ask that you be patient and give us your honest experience so we can provide the top-quality service our clients deserve.

Have Questions?

Contact our service specialists at 800.247.6888 or send us a message — choose Individual Annuities Service in the topic drop-down list.

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.