AIG Connections Newsletter – January 2022
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NEW! Lifetime Income Choice® Video Watch and share our new client video on the Lifetime Income Choice guaranteed living benefit rider available in the Power Series of Index Annuities®. Watch the video to learn more |
Are your clients looking for higher yields?
Watch our “How To” video and explore our online calculator to determine the hypothetical range of interest outcomes a fixed index annuity may generate over different market environments.
Watch the video to learn more
View Online Calculator
No waiting: Do MORE NOW on Connext with the click of a button
Coming soon, our new online features make it quicker and easier to manage your clients’ index and Assured Edge® annuity accounts directly from Connext – with the click of a button.
Watch the video to learn more
Download the flier to learn how
New! Digital Partnership Programs Brochure
Introducing the “Partnership Programs” brochure, a digital library with descriptions and direct links to our award-winning Client Engagement, Business Development, and Research & Partner Specialty programs designed to help elevate and grow your business.
| Client Profile Form Update & Guide REMINDER! Effective Monday, February 14, 2022 the updated Client Profile Form will only be accepted with all New Business Submissions. Read the bulletin and guide for basis of recommendation for additional information. |
DOL Update and Prohibited Transaction Exemption (PTE) 84-24 Disclosure Form
To help agents comply with the latest guidance from the Department of Labor, we are making available a “Prohibited Transaction Exemption (PTE) 84-24 Disclosure and Acknowledgement Form”. Read the attached bulletin to learn more.
2022 Key Data Reference Guide
Download the 2022 Key Data Reference Guide to see updated tax brackets, contribution limits, deductions, and new Uniform Lifetime and Single Life Expectancy Tables with information on lower RMD amounts. It’s important to note, 2022 is the first year in nearly two decades that we’ve seen a change in RMDs.
Reminder: Update to Cross Border Exception Form
Effective 1/24/22. The Cross Border Exception Form has been updated with a revised list of what is considered to be a sufficient nexus for the sale and the addition of a signature line for the applicant.
Connecticut adopts changes to suitability rules
Financial professionals in Connecticut must complete required training due to National Association of Insurance Commission (NAIC) revisions to its Model Regulation 275, Suitability in Annuity Transactions. Please read the bulletin for deadlines and changes to our application submission process for each state below:
Updated Producer Sales Manual
The Producer Sales Manual has been revised. Please review the attached Compliance Bulletin for a summary of the revisions and the Producer Sales Practices Manual for complete details.
Download Bulletin
Download Producer Sales Manual
