DocuSign Delivers Contracts and Confidence

I hope you’ve already experienced the benefits of delivering annuity contracts online through DocuSign. This service provides assurance that clients have reviewed and signed documents in a timely manner. Please remember to list email addresses for both you and your clients. Read more about DocuSign and get the FAQs.

Rich Lane, Vice President of Sales and Marketing, Individual Annuities

Annuities and Unmarried Couples

By John Williams, Regional Sales Director, Individual Annuities. Reprinted with permission from original source, InsuranceNewsNet.

For an unmarried couple, designating a beneficiary who isn’t a spouse can be complicated. Advisors can approach a conversation with an unmarried couple by selling to each individual.

New Certification of Trust Document and Trustee Powers Form

Policies that are owned by a trust now require a new Certification of Trust form. Get the details on how to submit the form.

How Our Free Look Period Works

What if policyowners change their minds after buying an annuity? Get the details about our free look period and how it can help.

Arkansas Producer Advisory

Please review this recent compliance alert.
Arkansas: Rule 82, Suitability of Individual Annuity Sales Recommendations

Michigan Producer Advisory

Please review this recent compliance alert.
Michigan: House Bill 4508, Suitability of Individual Annuity Sales Recommendations

The Standard in the Media

John Williams’ article in Advisor Magazine is a timely reminder that clients shouldn’t wait for interest rates to increase before buying an annuity. In InsuranceNewsNet Magazine, Mark MacGillivray describes a case study showing how a Medicaid SPIA could help with the high cost of long-term care.

Rich Lane, Vice President of Sales and Marketing, Individual Annuities