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June 11, 2024
We offer simple and straightforward annuities that benefit your clients and their families. Check out some of our flexible family benefits.
June 5, 2024
Clients can now view and download contract pages on the Annuity Portal!
June 5, 2024
Please review this recent compliance alert: Indiana Rule 760 IAC 1-72-1+, Suitability of Individual Annuity Sales Recommendations.
June 5, 2024
Please review this recent compliance alert: Utah Rule R590-230, Suitability of Individual Annuity Sales Recommendations.
June 5, 2024
Please review this recent compliance alert: Vermont Regulation I-2023-01, Suitability of Individual Annuity Sales Recommendations.
May 1, 2024
Big news — we’re now providing a rate lock for fixed interest crediting rates on FIAs. Get the details so you can take advantage to help your clients.
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.
April 30, 2024
How did the U.S. economy do in Q1? Better than expected — thanks to a few surprises. Read up on how the economy fared and where it’s expected to go in the near future.
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.
April 2, 2024
Having trouble finding forms and illustrations? No need to call our sales support line — you can find everything you need online.