Anthony LaRosa

2021 continues to be a banner year for Nassau. AM Best has announced that it upgraded Nassau’s Financial Strength Rating to B++ from B+.

Looking at what we achieved in 2021, we couldn’t have done it without your partnership and commitment. Thanks for introducing your clients to Nassau Growth Annuity®, our signature accumulation FIA, as well as continuing to represent our other flagship income products.

In addition, based on your feedback, we enhanced our digital sales support, improved our e-App with Suitability Instant Decision Guarantee, and launched Project Bulldog—our dedication to confirm receipt and obtain a status of the transfer request within 72 hours of it being sent.

Nassau has never been stronger, our sales have never been higher, and we expect to see the positive momentum build as we head into 2022. As always, your feedback remains critical in helping us achieve our growth plans. Let my team and me know how we can better support your business next year. It’s just one way we are working harder to be your carrier of choice.

I hope you and your family have a wonderful and well-deserved holiday.

Sincerely,

Tom Buckingham
Chief Growth Officer
Nassau

Effective January 16, 2024

In light of developments in the legal challenges of the current DOL Rule (e.g., the American Securities Association v. DOL and Federation of Americans for Consumer Choice v. DOL cases), Nassau is no longer requiring a certification that you have provided your clients and applicants with a Form 84-24 disclosure for qualified IRA annuities. We encourage you to continue to do so as a best practice but we are no longer requiring such certification as a new business requirement pending further regulatory developments. As a result, a certification question will no longer be required as an in-good-order requirement for new applications.

Thank you for your business. At Nassau, we are working harder to be your carrier of choice. Please contact the Nassau Sales Desk at 888-794-4447 with questions.

At Nassau, we’re continually analyzing and pioneering new ways to provide you and your clients the best in class service you deserve. We’re excited to announce that we’ve just launched post-issue live chat support for producers.

Currently post-issue live chat support is available Monday through Friday from 8:30-10 a.m. ET for your quick post-issue questions, including assistance on our non-financial, commonly used service forms. To start a live chat conversation, log into your online account on salesnet.nsre.com. A new chat window will automatically pop up on the Forms, Values, and Contact Us pages. If you submit a message, you’ll be connected to one of our customer service pros, who will respond to your inquiry.

We have plans to expand our post-issue live chat support offerings and hours in the future. For instance, back office staff at IMOs can expect live chat support by the end of October. We look forward to your feedback.

Disclosures

For Producer Use Only. Not for use in solicitation or advertising to the Public. 

Product features, rider options and availability may vary by state. Actual product details, including all terms and conditions that apply, are contained in the annuity contract. Product sales must be appropriate based on a comprehensive evaluation of the customer’s financial situation, needs, and objectives. Lifetime payments and guarantees are based on the claims-paying ability of the issuing company.

Annuities are issued by Nassau Life and Annuity Company (Hartford, CT). 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 conduct business in MA, ME, MN, and NY, but that is subject to change. In New York, annuities are issued by Nassau Life Insurance Company (East Greenbush, NY). Nassau Life and Annuity Company and Nassau Life Insurance Company are subsidiaries of Nassau Financial Group. The insurers are separate entities and each is responsible only for its own financial condition and contractual obligations. BPD40345

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

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