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
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.