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Producer Advisories
June 5, 2024
Please review this recent compliance alert: Indiana Rule 760 IAC 1-72-1+, Suitability of Individual Annuity Sales Recommendations.
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.
Economic Updates
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.
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.
Sales Insights & Tools
April 2, 2024
As the world becomes more interconnected, so does the need for coverage. Find out how you can offer annuities to foreign nationals working for a company in the United States.
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.