 |
| We’re Thankful for You |
Thanks for your support and trust with your clients’ fixed annuities. We’ve had another record year for sales, added new team members and created processes to ensure we’re sustainable for future growth. We’re looking forward to supporting you in 2024!
Rich Lane, Vice President of Sales and Marketing, Individual Annuities |
| The State of the Annuity Industry Through a Big-Screen Lens |
| Here’s the story of the annuity industry in 7 scenes, each introduced by a famous line from a movie. Grab some popcorn and enjoy the show. |
|
|
|
|
| Reminder of Important Year-End Dates |
| The end of 2023 is quickly approaching. To meet your clients’ service expectations, put these important dates in your calendar. |
|
|
|
|
| Don’t Get Caught in Processing Delays |
| We’re a just-in-time carrier. That means that we process state appointments for producers at the time of application, except in Pennsylvania. |
|
|
|
|
| Florida Producer Advisory |
Review this recent compliance alert:
Florida House Bill 1185,
Suitability of Individual Annuity Sales Recommendations. |
|
|
|
|
| Kansas Producer Advisory |
Review this recent compliance alert:
Kansas K.A.R. 40-1-53,
Suitability of Individual Annuity Sales Recommendations. |
|
|
|
|
| Oregon Producer Advisory |
Review this recent compliance alert:
Oregon Senate Bill 536,
Suitability of Individual Annuity Sales Recommendations. |
|
|
|
|
| Tennessee Producer Advisory |
Review this recent compliance alert:
Tennessee Rule 0780-01-86,
Suitability of Individual Annuity Sales Recommendations. |
|
|
|
|
| Washington Producer Advisory |
Review this recent compliance alert:
Washington Senate Bill 5210/ House Bill 1120, Suitability of Individual Annuity Sales Recommendations. |
|
|
|
|
|
