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.
NOTE: Producers are required to complete Nassau’s MYGA product training prior to solicitation. Currently not available with Nassau MYAnnuity 5X in NY.
Experience
Step 1
Log in to your SalesNet account to generate your shareable code/link. This allows your client to apply using our mobile website and you automatically get credit.
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.
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
Materials not approved for use in CA, MA, ME, or NY.
Materials not approved for use in CA, MA, ME, or NY.
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 (I18FADTCP and ICC18FADTCP) and Nassau MYAnnuity 5X/7X (18IFDAP and ICC18IFDAP/ICC18IFDANP) are issued by Nassau Life and Annuity Company (Hartford, CT).
Insurance Products: NOT FDIC or NCUAA Insured | NO Bank or Credit Union Guarantee.
BPD 40335