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Producer Advisories
January 3, 2023

Please review this recent compliance alert: House Bill 4394 and Senate Bill 4108, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
January 3, 2023

Please review this recent compliance alert: Rule 11 NCAC 12.0462, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
December 5, 2022

Here are two things to expect in January – resolutions and RMD notifications. We’ll take care of the latter (and leave the resolution-making to you).
Producer Advisories
November 7, 2022

The holiday season and end of 2022 are quickly approaching. To meet your clients’ service expectations during this busy time, please put these important dates in your calendar.
Producer Advisories
November 7, 2022

To avoid delays when submitting new annuity applications, be sure to check your state requirements in our NAIC Suitability by State chart — and complete your required trainings. Many states are adopting the 2020 Best Interest Standard for suitability in annuity transactions which has additional training requirements.
Producer Advisories
November 7, 2022

Please review this recent compliance alert: CO Regulation 4-1-11, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
November 7, 2022

Please review this recent compliance alert: Regulation 69-29, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
October 3, 2022

We strive to make it easier for you to fulfill a client’s request for disbursement. Knowing what forms are required can make the process go more smoothly.

Producer Advisories
October 3, 2022

Please review this recent compliance alert.
Maryland:Rule 31.09.12.01+, Suitability of Individual Annuity Sales Recommendations
Producer Advisories
October 3, 2022

Please review this recent compliance alert.
New Mexico:Rule 13.9.20.1, Suitability of Individual Annuity Sales Recommendations