Annuity Watch: Expand Your Clients’ Financial Horizons
Expanding Financial Horizons
Stretch accounts offer flexibility and control over how annuity funds are distributed, making them a valuable option for estate planning, retirement income strategies, and overall financial planning. Find out how to expand your clients’ financial horizons with stretch accounts and how we’ve expanded on our offerings.
WealthQuest® 5&7 Now Available in FireLight
American National’s WealthQuest® Citadel 5&7 Diamond products are now available on our e-application system, FireLight. Moving forward, new applications will no longer be accepted through the previous ExpertApp system. To ensure a smooth transition, agents will have 30 days to complete any WealthQuest® applications already in progress within ExpertApp. FireLight is designed to streamline your annuity application process, making it easier than ever to explore and access our top-notch annuity products.
Annuity Service Times at Your Fingertips
We are dedicated to providing you with the latest information on weekly servicing updates and monthly turnaround times for your annuity business. These details are now readily accessible through the link below and conveniently positioned on every Annuity Watch.
Annuity Suitability & Disclosure Forms Update
We have updated Annuity Suitability and Producer Disclosures live now.
This change is due to updated suitability requirements in OR, effective Aug. 12, and also includes adjustments requested by CA for January 1, 2025. As a reminder, processing is determined by the date of signing. Applications signed on or after today, Sept. 18 will need to utilize the new versions of these forms. However, any applications signed prior to today will continue to use the current version. We want to ensure that everyone is well-informed and prepared for these changes.
Please note: There will be a grace period until September 30th to accept the current versions of these forms via paper submission. All online electronic application platforms will automatically generate the correct form for your convenience.
Form Name | Current | New for Sept. 18 |
Annuity Suitability & Patriot Act Form | 4465-NAIC | 4465-NAIC |
Producer Disclosure for Annuities | 11207 | 11207 |
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Limited Time Only: 100% Commission Rates on MYG Internal Exchange!
CA Reminder: American National cannot accommodate 403b as an account type for an annuity in the state of California.