New Agent Portal - Scheduled to Launch September 11, 2017 We are updating our Agent Portal to provide better services for you! Soon you will be able to access your client files, commission statements, illustration software, and product forms all from one website using one login. Stay tuned for more information in our weekly emails. |
Sentinel Plan Annuity Products |
Louisiana Personal Choice Annuity - Available 9/05/17 We're excited to announce that the Personal Choice Annuity will be available in Louisiana on September 5, 2017! Click below to download and print the Application Packet and Brochure. LA Application Packet LA Brochure |
Annuity Disclosure Statement The Home office has received the Disclosure Statement that is required by PTE 84-24 with several applications. As a reminder, a Disclosure Statement is to be retained by you, the producer, for all qualified fixed index annuity sales as a condition of the Prohibited Transaction Exemption 84-24 that went into effect on June 9, 2017. This Disclosure Statement is for your records only. The Home Office does not need a copy. Whenever this form is received at the Homes Office, a copy is being returned to you, the producer, via email for your records. We do have a sample Disclosure Statement on our Forms Portal and through the link below. You may use our sample or use your own document. Please be aware that if you decide to utilize your own document, the disclosure needs to include information about the Impartial Conduct Standards, Fees and Charges, Compensation and your Affiliation/Limitation to the insurance company. Sample Disclosure Statement |
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