You Can Now Service Annuity Policies Online With Several Latest Enhancements

Strategy Allocation Changes

Clients can now update their index strategy and allocations online for both life and annuity policies via the Client Portal and Mobile App. Online forms provide a significant improvement over traditional paper forms.  

Transfers and Exchanges

You can view transfer and exchange activity in progress on the Transfer Report, which can be accessed from the Pending Transfers tile on the homepage. View the report by Policy to see a consolidated view of all transfer records rolled up under a single policy or view the report by Transfer Company to see each individual transfer record individually.