Electronic Annuity Disbursements
Annuity Disbursements Made Easy through the Client Portal
We are thrilled to announce a significant enhancement to our services: self-service distributions through our user-friendly Client Portal.
This streamlined process empowers your clients to manage their distributions with highest efficiency and convenience.
By utilizing the Client Portal, they can request distributions swiftly, ensuring that their funds are received promptly. No more delays or unnecessary paperwork. Additionally with this new feature, the risk of lost or delayed checks in the mail is virtually eliminated. Your client’s distributions will be securely processed and delivered directly to their account.