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January 2, 2024
We ventured into the FIA market space some 15 years ago. Since then, we’ve grown our portfolio. Find out how we continue to expand in that space.
January 2, 2024
We’re sending out IRS Form 1099-R in January. We’ll also post them on the Annuity Portal at that time. Take a second to mark your calendars and remind your clients.
December 4, 2023
Please review this recent compliance alert: Florida House Bill 1185, Suitability of Individual Annuity Sales Recommendations.
December 4, 2023
Please review this recent compliance alert: Kansas K.A.R. 40-1-53, Suitability of Individual Annuity Sales Recommendations.
December 4, 2023
Please review this recent compliance alert: Oregon Senate Bill 536, Suitability of Individual Annuity Sales Recommendations.
December 4, 2023
Please review this recent compliance alert: Tennessee Rule 0780-01-86, Suitability of Individual Annuity Sales Recommendations.
December 4, 2023
Please review this recent compliance alert: Washington Senate Bill 5210/ House Bill 1120, Suitability of Individual Annuity Sales Recommendations.
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.
November 1, 2023
We’ve added a new member to the Annuity Sales team. Get to know our newest sales director, Joe Lehrer.
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.