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Here’s an overview of the steps to start selling Nassau products

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Annuity Contracting

Med Supp Contracting

 

Nassau is a Just-In-Time (JIT) carrier, which means that you will be appointed upon submission of your first application, as long as your contracting paperwork and other requirements are in good order.

 

Annuity Contracting

  • 1

    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.

  • 2

    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.

  • 3

    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.

  • 4

    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.

  • 5

    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.

  • 6

    Become Appointed

    We complete the appointment process upon receipt of the first application.

  • 7

    Get Paid

    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.

 

Medicare Supplement Contracting

  • 1

    Understand Our Requirements and Guidelines

    Nassau is strongly committed to complying with state regulations. It is in your best interest to understand our requirements and guidelines prior to being to contracted.

  • 2

    Submit Applications in Good Order

    You can submit an e-application by clicking here

  • 3

    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.

  • 4

    Get Paid

    Compensation statements are available by logging in to our Medicare Supplement commission statement portal at www.clicagentportal.com/login. 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 or rate changes are introduced to our portfolio.

Important Disclosures

For Producer Use Only. Not for distribution to the public.

Product features, rider options, and availability may vary by state. Annuity product sales must be appropriate based on a comprehensive evaluation of the customer's financial situation, needs, and objectives. Guarantees are based on the claims-paying ability of the issuing company. Nassau does not provide financial, investment or tax advice or act as a fiduciary in the sale or service of its products.

Nassau fixed annuities are issued by Nassau Life and Annuity Company (Hartford, CT) except in New York where annuities are issued by Nassau Life Insurance Company (East Greenbush, NY). In California, Nassau Life and Annuity Company does business as "Nassau Life and Annuity Insurance Company." Nassau Life and Annuity Company is not authorized to do business in ME and NY, but that is subject to change. Nassau Medicare Supplement insurance policies are issued by Nassau Life Insurance Company of Kansas (Overland Park, KS). Nassau Life and Annuity Company, Nassau Life Insurance Company and Nassau Life Insurance Company of Kansas are subsidiaries of Nassau Financial Group. The insurers are separate entities and each is responsible only for its own financial condition and contractual obligations.

Insurance Products: Not FDIC or NCUAA Insured | NO Bank or Credit Union Guarantee.

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