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January 13, 2014
We recently announced the American Legend III is now available for sale! This new fixed-indexed annuity is similar to the American Legend II, but with even more great features to help build your sales.
-Seven-year early withdrawal charge schedule for all ages -10% penalty-free withdrawals -Opportunity to add our guaranteed income and enhanced death benefit riders
As a reminder, the American Legend II is now retired in states where the American Legend III is available. We will continue to accept order tickets for the American Legend
Year-end Client Statement Mailing Soon!
Remind your clients to check their mailbox in the coming weeks for their year-end annuity statements. In addition, fixed annuity statements will include this insert about our recent rebranding efforts. DOI Memo for California Producers Regarding Fee Increases
The California Department of Insurance recently issued a notice that license fees are Commissions on Hold for AML Training
If you have not already completed your annual LIMRA AML refresher course, commissions will be held until training is completed.
You may access the refresher course here. Please refer to the training instructions for additional details. If you complete the training through an approved provider other than LIMRA, you can fax us the certification of completion at (513) 412.5144.
Approved providers include: Cetera Financial Group; FINRA; ING; John Hancock; Kaplan Financial; Lincoln Investment Planning; National Planning; Quest CE; Reg Ed; SWBC Investment Service; Web CE
If you have already completed the training, no additional action is required. NB06-14 |
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If applicable, please confirm products and riders are approved by your |
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