Annuity Buzz
Please review this recent compliance alert.
Connecticut: Regulation 38A-432A-1+ , Suitability of Individual Annuity Sales Recommendations
Help your clients choose the correct type of transaction to avoid IRS hassles. We break down the difference.
Beneficiaries have a lot to deal with after the death of a loved one. We’re committed to providing support through the claims process.
Get the industry recognition you deserve. Let us help you with certification letters.
Make sure your client’s application experience is a positive one from the get-go. Here’s how.
Clients who took a distribution in 2021 will receive their IRS Form 1099-R no later than the second week in February.
Please review this recent compliance alert.
Alabama: Rule 482-1-137-.01+, Suitability of Individual Annuity Sales Recommendations
Please review this recent compliance alert.
North Dakota: House Bill 1160, Suitability of Individual Annuity Sales Recommendations
Please review this recent compliance alert.
Mississippi: Rule 19-2: 18.01+, Suitability of Individual Annuity Sales Recommendations
We’ve updated our Request to Initiate/Change EFT of Annuity Payment form 11426. You’ll see new options to accommodate financial institutions and accept supporting documentation.