Nassau Simple Annuity
Digital Sales Program
Our program is an easy contactless process designed to help you grow your digital sales. When recommending a Nassau multi-year guaranteed fixed annuity to your clients, we offer an easy way to apply through our mobile website with a unique link or by entering your digital code.
Digital Sales Program Benefits
Agent Benefits
- Earn Full Compensation
- Easily share your code via text, email, web or social media
- Enjoy instant decision suitability
- Get your code/link automatically on salesnet
- Control 100% of sales process
The Right Clients
- Looking to earn higher interest rates on their money
- Interested in saving for retirement, but not comfortable meeting in person
- Ready to revisit a retirement planning conversation with you
- Want a guaranteed rate for a fixed period of time
Resources And Marketing
Materials not approved for use in CA, FL, MA, ME, or NY.
Experience
Step 1
Generate your custom link/code.
Access our digital sales launch pad.
Step 2
Send a text or email with your custom link/code.
Step 3
Client views current rates on the Dashboard and selects 'Apply' to start the process.
Step 4
Client enters their email address and agrees to privacy & terms of use.
Step 5
Your agent name and email automatically links to your client.
Step 6
We outline the process and set time expectations.
Step 7
Client selects product, completes the short application and then reviews their purchase.
*All applications are subject to review and approval by Nassau and must meet our suitability standards. View the Suitability and Compliance page on Salesnet for more information.
SIMPLE STEPS TO START EARNING
It's easy for your clients to apply for a deferred fixed annuity using the Nassau Simple Annuity app or mobile site.
Step 1
The client downloads the Simple Annuity app on their iPhone® device from the App Store®.
Illustrative only. Rates may vary.
Step 2
The client selects 'Start Now' to apply in about 10 minutes.
Step 3
Provide clients your unique invite code and you get commission for the purchase*.
*View the Suitability and Compliance page on Salesnet for more information.
Step 4
The client selects and follows the easy guide to make sure all items are handy prior to getting started.
Step 5
The client takes a picture of their driver's license to quickly fill out basic information.
Step 6
The client completes additional fields, provides payment information and signs the application electronically via email.
Important Disclosures
FOR PRODUCER USE ONLY. Not for use with the general public.
Product features and availability may vary by state. Payments and guarantees are based on the claims-paying ability of Nassau Life and Annuity Company. Nassau does not provide individual tax, financial or investment advice or act as a fiduciary in the sale or service of our insurance contracts. All product sales must be appropriate, based on a comprehensive evaluation of the customer’s financial situation, needs and objectives. App and online store terms/conditions and mobile phone carrier data usage/charges apply. Nassau Simple Annuity (18FADTCP,ICC18FADTCP) is issued by Nassau Life and Annuity Company (Hartford, CT). Nassau Life and Annuity Company is not authorized to conduct business in MA, ME, and NY, but that is subject to change. Nassau Life and Annuity Company is a subsidiary of Nassau Financial Group.
Insurance Products: NOT FDIC or NCUAA Insured | NO Bank or Credit Union Guarantee.
BPD 40335