Document Library
Name
Size
Type
***Penn Financials Guide to Annuity Product Training
0.4 MB
Acrobat
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!
81.44 KB
Acrobat
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
40.59 KB
Acrobat
Please read this if you are an Integrity agent doing business in Florida
Looking for your NPN?
Link
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
11.99 KB
Acrobat
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
12.63 KB
Acrobat
NY Reg 194 requires producers selling an annuity contract in NY to comply. Click for a sample Stage Two disclosure.
Trouble Opening Files?
Link
If you have trouble opening the news briefs and Annuity Spotlight articles, it's probably because you are missing Acrobat® Reader®. Click here to access a free download.