Web Content Viewer

Suitability guidelines

We know how important it is to process your annuity business quickly and seamlessly. Access our annuity state-specific application below:

  • Create an application - Complete and print new annuity applications using our Create an App online tool.

Additionally, part of submitting annuity business quickly and seamlessly has to do with making sure that the products being recommended to clients will serve them well.  In an effort to make it easier for you to collect the required suitability information from clients, and ultimately streamline the new business process, we’ve created a few helpful tools listed below.

Small Banner Web Content Viewer