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Date: November 1, 2023
The holiday season and end of 2023 are quickly approaching. To meet your clients’ service expectations during this busy time, put these important dates in your calendar.
Date: October 3, 2023
Don’t get caught in processing delays! We’re a just-in-time carrier, which means that we process state appointments for producers at the time of application.
Date: October 3, 2023
Help clients get their recurring annuity payments on time, every time. Electronic Funds Transfer makes that happen on time, every time.
Date: October 3, 2023
The Legacy Max enhanced death benefit rider is available exclusively with the ECI Plus annuity. See how it can help create a legacy for your clients.
Date: September 5, 2023
Do you have clients who could do more with their retirement money? Then check out our new optional Legacy Max enhanced death benefit rider exclusively offered on the Enhanced Choice Index Plus.
Date: September 5, 2023
Thanks for your patience as we worked through a massive inflow of business. Our turnaround times are back to normal, and they are sustainable for future growth.
Date: September 5, 2023
It’s time to start setting up end-of-year RMD check-ins with your clients. These deadlines can approach fast — make sure you’ve got everything you need.
Date: September 5, 2023
Please review this recent compliance alert: Oklahoma Administrative Code (OAC) 365:25-17-7., Suitability of Individual Annuity Sales Recommendations.
Date: August 1, 2023
Watch our new video to see an overview the Enhanced Choice Index Plus, and see how it provides benefits for today and tomorrow.
Date: August 1, 2023
As a reminder, on July 17, 2023, we changed all our index products to a daily sweep to align with industry standards.
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