UNDERSTAND OUR SUITABILITY STANDARDS
Nassau is strongly committed to complying with state suitability regulations. Learn more about our suitability guidelines and get answers to questions about annuity suitability.
Complete Product Training
Learn the specific product training and continuing education requirements for your state. And, be sure to complete any Nassau annuity training course prior to any solicitation.
Submit Contracting Paperwork
Your Independent Marketing Organization (IMO) will provide you with several forms you need to complete, sign and return to them. They will send them directly to us for processing.
Submit Applications in Good Order
You can download applications here or obtain a link from your (IMO) for eApplication access. Help ensure your client's contract is issued quickly and correctly by following instructions included in the cover sheet of the downloadable package.
Complete Anti-Money Laundering Training
We require you complete or show evidence you have completed Anti-Money Laundering (AML) Training. Once your contracting paperwork is approved, we will provide more details. We make available to you the LIMRA AML course and/or accept RegEd courses. This must be completed every two years. Learn more about your AML obligations.
We complete the appointment process upon receipt of the first application.
Compensation statements are available by logging in to the Reports section of SalesNet. Specific payment percentages are detailed in the compensation schedule included in your contract. Compensation schedules with rate specific information will be provided as an amendment to your contract as new products are introduced to our portfolio.