Products

ANNUITIES

Core Products

  • Fixed Deferred Annuities
  • One-Year Guarantee
  • Multi-Year Guarantee
  • Index Annuities
  • Single Premium Immediate (SPIA)

Niche Markets

  • Age Rated SPIA
  • Long-Term Care Riders
  • Longevity Annuities
  • Structured Settlements
  • Terminal Funding

DISABILITY

Core Products

  • Disability Buyout
  • Disability Income
  • Overhead Expense

Niche Markets

  • Business Loan Protection
  • Key Man Disability
  • Multi Life Discounts
  • Own Occupation
  • Pro Athlete Policies
  • Simplified Issue

LIFE INSURANCE

Core Products

  • Term Life
  • 1 to 30 Years
  • Return of Premium Term
  • Universal Life
  • Fixed
  • Index
  • Variable
  • Whole Life

Niche Markets

  • Critical Illness
  • Life Settlements
  • Long-Term Care Riders
  • Pensions
  • Premium Financing
  • Simplified Issue

LONG TERM CARE

Core Products

  • Cash Benefit
  • Daily Benefit
  • Monthly Benefit

Niche Markets

  • Employer Sponsored / Executive Carveouts
  • Indemnity Riders
  • Linked Benefits
  • Medical Supplements
INSURANCE Quick Links

Highland Capital Brokerage

 

INSURANCE Quick Links

Producer's Choice Network

 

QUICK LINKS
CONTACT INFO
  • Bond Support: 866.746.7075
QUICK LINKS
QUICK LINKS

Fidelity:

2020 Fidelity Tax Information

Pershing:

2020 Pershing Tax Information

Wedbush:

2020 Wedbush Tax Statement Mailing Dates:

  • 1099R - February 1, 2021
  • 1099R Consolidated - February 8-16, 2021
  • 480.6 (PR) - March 1, 2021
  • 1042-S - March 16, 2021
  • 5498 - May 31, 2021

WIS:

QUICK LINKS

QUICK LINKS

WHO IS AML?

Isela Ortega-Wu, CAMS

Courtney Valek, CFE, CAMS

Department Mailbox

Manuals