Annuity Buzz

March 4, 2024

2023 1099-R Forms Were Sent

We mailed IRS Form 1099-R in February to clients who took a distribution last year. You can view and download 2023 and prior year tax forms on the Annuity Portal.

February 2, 2024

RMD Notifications

Required Minimum Distribution notifications were mailed out at the end of January. Here’s the rundown on who we sent them to and what to expect.

February 2, 2024

Let’s Get You the Recognition You Deserve

Applying to industry organizations for recognition this year? Let us help you out. Check out how we can support your career journey.

January 2, 2024

2023 Tax Forms Are Going Out Soon

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

Florida Producer Advisory

Please review this recent compliance alert: Florida House Bill 1185, Suitability of Individual Annuity Sales Recommendations.

December 4, 2023

Kansas Producer Advisory

Please review this recent compliance alert: Kansas K.A.R. 40-1-53, Suitability of Individual Annuity Sales Recommendations.

December 4, 2023

Oregon Producer Advisory

Please review this recent compliance alert: Oregon Senate Bill 536, Suitability of Individual Annuity Sales Recommendations.

December 4, 2023

Tennessee Producer Advisory

Please review this recent compliance alert: Tennessee Rule 0780-01-86, Suitability of Individual Annuity Sales Recommendations.

December 4, 2023

Washington Producer Advisory

Please review this recent compliance alert: Washington Senate Bill 5210/ House Bill 1120, Suitability of Individual Annuity Sales Recommendations.

November 1, 2023

Important Year-End Dates to Remember

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.

Your source for fixed annuity news. Monthly updates for producers and marketing partners help you keep current on annuity news, articles from our sales directors, admin tips and producer advisories. Be sure to check back regularly.

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