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Run Your Own Illustrations With Our New Online Software

Online illustration software is now available for our FGA, ISA, Certain Period SPIA and Restricted SPIA. From our annuities website, choose Run an Illustration, then enter your information on the ImagiSOFT illustration software portal. Why run your own quotes? It eliminates lag time because you don’t have to wait for help from the home office.

Please contact Annuity Sales Support to illustrate CA versions or other products.

 

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More About Producer Advisories

We’re always looking to improve the customer experience. Thanks to your feedback, we’re rolling out new options for annual interest payments. See how these new features work.
We mailed IRS Form 1099-R in February to clients who took a distribution last year. You can view and download 2023 and prior year tax forms on the Annuity Portal.
Required Minimum Distribution notifications were mailed out at the end of January. Here’s the rundown on who we sent them to and what to expect.
We’re sending out IRS Form 1099-R in January. We’ll also post them on the Annuity Portal at that time. Take a second to mark your calendars and remind your clients.
Please review this recent compliance alert: Florida House Bill 1185, Suitability of Individual Annuity Sales Recommendations.
Please review this recent compliance alert: Kansas K.A.R. 40-1-53, Suitability of Individual Annuity Sales Recommendations.
Please review this recent compliance alert: Oregon Senate Bill 536, Suitability of Individual Annuity Sales Recommendations.
Please review this recent compliance alert: Tennessee Rule 0780-01-86, Suitability of Individual Annuity Sales Recommendations.
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