Annuity Buzz

Do you have clients who say they’re waiting for interest rates to rise? Share our Cost of Waiting sales idea to show your clients what they miss by waiting even just a year or two before buying an annuity.

We’re dedicated to processing your new business applications and checks promptly. We accept applications sent by regular mail, overnight delivery, fax and email.

Let’s review the events of 2022 and how they’ve led to our current state of continuing market volatility and stubborn inflation. Even so, we still believe in the stock market over the long run.

Are you applying to industry organizations for recognition of your sales achievements? We can help by writing letters to certify your production.

A smooth application process for you and your clients is always our goal. Follow two key steps to avoid delays in delivering a completed contract to a client.

Melany Bahena has joined our team as a marketing analyst and we welcome her skills and creativity. At a time when sales are brisk and we’re developing new partnerships, Melany will help us meet our growing marketing needs.

Downloadable 1099 forms are just one of many new features on the Annuity Portal. See how we’re making it even easier and faster to do business with us.

Clients who took a distribution in 2022 will receive their IRS Form 1099-R in the mail no later than February 15.

Please review this recent compliance alert: Regulation 3 AAC 23.208(9)+, Suitability of Individual Annuity Sales Recommendations.

Please review this recent compliance alert: House Bill 2111 and Senate Bill 3079, Suitability of Individual Annuity Sales Recommendations.