Annuity client servicing
Client self-service options
Benefits of an online account
Share this video and client-facing webpage with your clients.
Resources to help them get started:
Other servicing resources for clients
Direct clients to this site to access a variety of self-service actions and forms.
When your clients or their loved one need to file a claim, this site will help guide them through the process.
Transparent client communications
By providing clients email addresses, you play a critical role in encouraging them to sign up for their online accounts, helping them take control of their annuities. With a secure platform, members can independently manage their contracts — requesting notifications, viewing statements and tax documents, updating beneficiary information and more. This not only enhances the client experience but also reduces the time you spend on servicing, allowing you to focus more on building relationships and driving sales.
We also use member emails to continually communicate via a quarterly eNewsletter the value of their annuity to help validate their purchase. Included in this newsletter are helpful tips and articles to address common questions and concerns such as withdrawals, beneficiary claims and support, maximizing Social Security benefits and accessing appropriate tax documents.