Annuity Buzz

December 4, 2023

Florida Producer Advisory

Please review this recent compliance alert: Florida House Bill 1185, Suitability of Individual Annuity Sales Recommendations.

December 4, 2023

Kansas Producer Advisory

Please review this recent compliance alert: Kansas K.A.R. 40-1-53, Suitability of Individual Annuity Sales Recommendations.

December 4, 2023

Oregon Producer Advisory

Please review this recent compliance alert: Oregon Senate Bill 536, Suitability of Individual Annuity Sales Recommendations.

December 4, 2023

Tennessee Producer Advisory

Please review this recent compliance alert: Tennessee Rule 0780-01-86, Suitability of Individual Annuity Sales Recommendations.

December 4, 2023

Washington Producer Advisory

Please review this recent compliance alert: Washington Senate Bill 5210/ House Bill 1120, Suitability of Individual Annuity Sales Recommendations.

November 1, 2023

Important Year-End Dates to Remember

The holiday season and end of 2023 are quickly approaching. To meet your clients’ service expectations during this busy time, put these important dates in your calendar.

November 1, 2023

Third Quarter Beats Expectations

Despite things pointing to more of a downer, Q3 turned out better than expected. See what factors played to a stronger third quarter.

November 1, 2023

Welcome Joe Lehrer to the Team

We’ve added a new member to the Annuity Sales team. Get to know our newest sales director, Joe Lehrer.

October 3, 2023

Producer Appointment Requests

Don’t get caught in processing delays! We’re a just-in-time carrier, which means that we process state appointments for producers at the time of application.

October 3, 2023

Ensure Clients Get Funds When They Need Them

Help clients get their recurring annuity payments on time, every time. Electronic Funds Transfer makes that happen on time, every time.

Your source for fixed annuity news. Monthly updates for producers and marketing partners help you keep current on annuity news, articles from our sales directors, admin tips and producer advisories. Be sure to check back regularly.

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