Annuity Buzz
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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.
October 3, 2023
Help clients get their recurring annuity payments on time, every time. Electronic Funds Transfer makes that happen on time, every time.
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.
September 5, 2023
Please review this recent compliance alert: Oklahoma Administrative Code (OAC) 365:25-17-7., Suitability of Individual Annuity Sales Recommendations.
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.
August 1, 2023
Please review this compliance alert: Rule 120-2-94.06, Suitability of Individual Annuity Sales Recommendations.
August 1, 2023
Please review this compliance alert: Rule 3120.10+,, Suitability of Individual Annuity Sales Recommendations.
July 5, 2023
New changes to the Business Entity Resolution Certification improve the process.
July 5, 2023
Please review this compliance alert: Rule ADC Ins Gen Ch 64, Suitability of Individual Annuity Sales Recommendations.
June 6, 2023

Please review this recent compliance alert: Senate Bill 148, Suitability of Individual Annuity Sales Recommendations.