Resources curated for financial professionals

Visualize how an annuity can support your client’s retirement strategy. Log in to MyPortal to run an illustration.

Quickly highlight the power of creating a guaranteed income stream.

Get access to our full library of service and new business forms.

MyPortal gives financial professionals and clients the ability to view and manage annuity contracts online.

See contract details and current values

Access contract documents

Set up delegate access for your support staff

Start training while you wait to be contracted

Contracted financial professionals should complete training in MyPortal.