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Producer Advisories
June 5, 2024
Please review this recent compliance alert: Utah Rule R590-230, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
June 5, 2024
Please review this recent compliance alert: Vermont Regulation I-2023-01, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
April 30, 2024
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.
Producer Advisories
April 29, 2024
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.
Producer Advisories
April 2, 2024
Having trouble finding forms and illustrations? No need to call our sales support line — you can find everything you need online.
Producer Advisories
April 2, 2024
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.
Producer Advisories
April 2, 2024
Please review this recent compliance alert: New Hampshire INS 305, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
March 5, 2024
We’re always looking to improve the customer experience. Thanks to your feedback, we’re rolling out new options for annual interest payments. See how these new features work.
Producer Advisories
March 4, 2024
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.
Producer Advisories
February 2, 2024
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.