Coming Soon – Online Contract Delivery Through DocuSign

August 31, 2020

Who doesn’t want a faster, easier way to receive new annuity contracts? Later this year, our clients and producers will be able to review, sign, save, and print contracts through DocuSign. Delivering contract forms online will help you and your clients save time — and get contract requirements completed quickly and securely. We’ll be sending out more information when we’re closer to launching DocuSign.

Producer Advisories

More About Producer Advisories

RMD Check-Ins: Get Them on the Calendar

As the year-end approaches, it’s time to review RMDs for clients aged 73 and older. Ensure they’re informed about their RMD options for 2024 and 2025, direct deposit setups and necessary documentation for any changes.

Missouri Producer Advisory

Please review this recent compliance alert: Rule 20 CSR 400-5.900, Suitability of Individual Annuity Sales Recommendations.

How to Ensure a Smooth Claims Process

Starting a claims process can be difficult, especially considering the surrounding circumstances. Help your clients prepare to ensure a smooth, easy claims process.

New Business Checklist

There’s a lot of ground to cover with a new application. We created a handy New Business Checklist to help streamline the process, so you can keep things moving smoothly.

Updated Process for California Clients Over 65

California producers or those presenting in California are subject to new forms starting in July. Make sure you know which ones you need to bring with you.