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Annuity basics
Build a clear understanding of annuity basics,
common questions, and client friendly explanations.
Learn your way
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Stay current
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trends, and ideas for client conversations.
Client tools
Use practical resources to prepare for client questions, explain planning concepts, and discuss solutions.
Conversation toolkit
Curated, ready-to-share resources for common retirement planning conversations.
Annuities and Required Minimum Distributions
Understand the SECURE 2.0 update for annuities and RMDs.
Conversation starters for a Qualifying Longevity Annuity Contract
Ready-to-use resources designed to help spark client conversations around QLACs and retirement planning.
Looking for something specific?
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Forms
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to find the information you need.
FAQs
Find information related to policies, beneficiaries, licensing,
and account servicing.
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