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Annuity Spotlight
The spotlight is on particular annuity products or concepts which seem well adapted to the moment, given current trends in consumer annuity choices and interest rates. The current spotlight is on Aggregation and Partial 1035 Exchange tax traps.
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***Penn Financials Guide to Annuity Product Training
As of June 30, anyone writing an annuity in NY will be required to have completed the appropriate Product Training. Click for links and tips.
American Equity NY commission reduction!
Don't miss this deadline. American Equity of NY will be reducing commission on their FPDA-1NY. Click here for dates and guidelines.
Florida and Mo Adv renewals
Please read this if you are an Integrity agent doing business in Florida
Looking for your NPN?
A number of agent tasks require that you provide your National Producer Number (NPN). Click the link above to get it.
NY compensation disclosure Stage One
NY Reg 194 requires producers selling an annuity contract in NY to comply. Click for a sample Stage One disclosure.
NY compensation disclosure Stage Two
NY Reg 194 requires producers selling an annuity contract in NY to comply. Click for a sample Stage Two disclosure.
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