Operational Updates
Annuity Suitability Form and Process Improvements are Live
May 19, 2025
Our updated annuity suitability form and streamlined process now make e-App submissions faster and easier—with built-in rules that help ensure compliance and accuracy. Fewer NIGOs mean quicker policy approvals, so you get paid sooner.
Annuity Suitability Form & Process Improvements — Coming May 17, 2025
May 15, 2025
We know efficiency and accuracy are important when submitting electronic annuity applications.
That’s why we are finalizing key improvements to our annuity suitability form. Here are the updates launching May 17:
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If you are interested in getting appointed or learning more about our suite of fantastic products, contact our experts on the sales desk at 800-637-6318.
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WealthChoice FIA Code: ULWCA21
Access & Performance Code: ULMYGA21