Exciting new index interest crediting strategy AVAILABLE DECEMBER 1, 2014 for the Power Select Plus Income℠ and Power Select Builder℠ Index Annuities – don’t forget to complete your NAIC product training.
If you have not had the chance to complete the new Power Select Plus Income℠ and Power Select Builder℠ index annuities NAIC training requirement that was announced yesterday, please take this opportunity to complete your training. With the rollout of this new strategy, you will be required to complete the updated NAIC training that has the new hybrid strategy information. This requirement is effective for all applications dated December 1, 2014 and later.
Effective December 1, 2014 if business is submitted prior to taking the new training, you will need to complete the training and have the client re-sign and date the new business paperwork. This holds true even if the client does not elect the new hybrid strategy. Please take this opportunity to complete your training. Click the “Learn more” button for step-by-step instructions for taking the training, then access the Quest CE training here.
Note: Please check state availability for the new strategy.
For more information, contact your CreativeOne sales team at 800.992.2642 or click here.