Annuity Suitability Form and Process Improvements are Live

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.

Annuities: One of the Biggest Retirement Blind Spots

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As financial professionals, we have a shared responsibility to help clients build the knowledge they need to make confident retirement decisions. Learn how to educate the next generation clients about annuities.

CA Continuing Education Requirement

Agents licensed in California (resident and non-resident) will have new annuity continuing education requirements, which are effective July 1, 2025.

E-app Enhancements – March 2025

We’ve made a few key updates to our FireLight e-App to make your experience smoother — like improving how expired IDs are handled, simplifying requirements for large cases, and reducing manual entry on certain products.

E-App Tutorial

Learn how our time-saving wizards and tooltips streamline data collection…