Our annuities are sold through licensed insurance professionals who are contracted to write business with us.
After identifying your needs with him or her, you can set your financial priorities with confidence and make effective decisions to help achieve your goals.
If you’re meeting with a financial professional, here are a few documents you may wish to bring to your appointment.
- Health information and history
- Bank accounts
- Personal Insurance
- Will and estate plan
- Property and titles
Download the full checklist to review your financial situation and track important conversations with your financial professional.