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November 18, 2013

 


Reminder – Rate Decreases Effective November 21

 

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
date. In order to receive the previous rate, funds must be received by Wednesday, November 20.

 

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
in good order and could result in processing delays.

 

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
same-gender married couples. No action is required on their part.

 

View a sample letter.


Florida Annuity Suitability Questionnaire Reminder


Please remember that the Florida Annuity Suitability Questionnaire (D2624213FL) is now required for all IRA and non-qualified sales, regardless of issue age.

 

Additionally, pages one through three of the form must be completed, even if clients select an opt-out option on page six.


Important Year-End Reminders

 

Happy Thanksgiving!


The Home Office will be closed on November 28 and 29 in observance of Thanksgiving Day.

 

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.


Year-End Processing Deadline – December 13, 2013

To ensure that applications for loans, distributions, required minimum distribution (RMD) requests or annuitizations are processed in the 2013 calendar year, all
necessary paperwork must be received in the Home Office and in good order by
December 13, 2013.

 

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
until training is completed. If you have already completed the training, no additional action is required.

 

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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