Annuity Buzz
When you’re helping a client apply for an IRA, understanding the difference between a rollover and a transfer is important. Checking the wrong box about the source of the funds can result in a letter from the IRS. Let’s look at how to help clients avoid IRS questions about income reporting.
Thank you to all our brokers who are working hard at this difficult time. The COVID-19 crisis has highlighted the important role that financial advisors play in helping clients secure their financial future. Now's a good time to review the top 10 reasons fixed annuities should be part of a client's financial plan.
Rich Lane
Vice President of Sales and Marketing, Individual Annuities
We have resources for you and your clients to use in June and throughout the year. Use our most popular sales ideas flyers as a quick way to communicate with clients.
A reminder that the top 10 reasons to buy a fixed annuity are as solid as ever. Take a few minutes to review the list and share some or all of them with your clients as you both focus on building and protecting their financial future.
Our Pro Tips flyer can help you raise your social profile. Plus, June's Annuity Awareness Month provides a perfect opportunity to reach out to potential new clients.
The deadline to file Form 5498 has been delayed by the CARES Act. We plan to send the form to policyowners in August.
Looking for an annuity provider who’s easy to do business with? Contact us. We’ve simplified our processes to make them easier and faster. Learn more about how we make things easy for you and your clients.
Rich Lane
Vice President of Sales and Marketing, Individual Annuities
We believe our annuities give your clients the certainty and security they won’t find anywhere else. Watch our video to see who we are and how our company values define how we do business.
A Note From Greg Ness, Chairman, President and CEO
As the global health crisis continues to disrupt lives, communities and the economy, I am confident we’ll continue helping people when they need us the most.
We recently sent out letters about the CARES Act legislative changes affecting Required Minimum Distributions to clients that are RMD eligible. They were customized for each clients’ situation, describing the distribution options that are now available.