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November 18, 2013
Please remember, rates are decreasing for the American Legend II and Safe Return effective Thursday, November 21, 2013.
Rates will be determined by the date money is received, regardless of the order ticket
Please see the interest rate chart for details.
Updated Systematic Payment Election Form for Inherited IRAs
An updated Systematic Payment Election Form for Inherited IRAs (S2652911NW) is now available. The updated form includes a revised Section IV, which addresses required minimum distribution payments.
We will continue to accept the previous version through Friday, December 13. After this date, if the previous version is submitted, paperwork will be considered not
Please visit online new business kitting for the most up-to-date forms.
Mailing to Certain New Hampshire Clients
Clients whose contracts were issued in New Hampshire on or after November 1, 2008 will receive a letter and endorsement that updates their contract with regard to
View a sample letter. Florida Annuity Suitability Questionnaire Reminder
Additionally, pages one through three of the form must be completed, even if clients select an opt-out option on page six.
Happy Thanksgiving!
As always, you can log into www.GAIGannuities.com or call our automated phone system at (800) 854.3649, option 2 to obtain information 24 hours a day, seven days a week.
To ensure that applications for loans, distributions, required minimum distribution (RMD) requests or annuitizations are processed in the 2013 calendar year, all
Complete your AML Refresher Course by December 31 Please remember to complete your annual LIMRA AML refresher course by December 31, 2013. If you do not complete the training by year-end, commissions will be held
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 Thank you for your cooperation! NB190-13 |
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For producer use only. Not for use in sales solicitation. If applicable, please confirm products and riders are approved by your |
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