New! Annuity Clients Can Now Complete Strategy Allocation Changes Online

Check out this enhancement…and a whole lot more!

There have been numerous enhancements to both the Agent Portal and Customer Portal as well as the Apps this year. Our team is once again excited to announce the release of our latest improvements!

Agent Portal 

• Participation Rate details on inforce policies

Customer Portal & App

• Annuity strategy allocation changes
• Disbursement notification emails to clients

Agent App 

• Getting started action cards for new agents