News

1/9/2018

Client Reviews: Help Your Clients Be Prepared For Life Changes With A Policy Review

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12/20/2017

2017 End of Year Plan for BD New Business

2017 End of Year Plan for BD New Business

  •  Fixed Index Annuity new business applications and all final requirements (including premium) must be received in good order by Thursday, December 28, 2017 at 3:00pm Central Time.
  • Variable Annuity new business applications and all final requirements (including premium) must be received in good order by Friday, December 29, 2017 at 3:00pm Central Time.

 

2017 Tax Deadlines

  •  If clients would like a distribution to be recorded in 2018, they should submit the request after the new year.
  •  Employee and Traditional/Roth IRA contributions received after 12/31/2017without instructions to code for 2017, will be coded as 2018 contributions.
  •  Employer contributions to a SEP or Simple IRA will be applied and reported by Allianz on a 5498 for the calendar year in which they are received.

12/19/2017

Are you a PILLAR in Your Community?

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12/11/2017

Importance of Retirement Income Planning Strategies

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11/20/2017

Set the Record Straight about Long-Term Care Protection

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