Anthony LaRosa

Here’s How it Works

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.

© 2020 Nassau

Our goal is to provide you with best in class service to help you save time and achieve your business goals. To that end, we’re excited to announce Nassau’s new electronic annuity contract delivery. Our new digital e-signature processes will help you confirm your client receives their final annuity contract quickly, securely, and easily.

Your client will have the option to agree to electronic contract delivery during the application process. They will need to complete the appropriate Consent Form, otherwise, the standard print/mail process will occur.

After the contract is issued and ready to be delivered, our New Business team will send you an email to securely access the contract and necessary delivery confirmation receipt documents digitally. A second level of authentication will be required to access this information through a unique passcode that will be sent through text or email. Email links expire after 48 hours.

Once you sign these documents electronically, an email will trigger to the client with the contract and confirmation of receipt. A second level of authentication will be required for the client to access this information through a unique passcode that will be sent through text or email. Email links expire after 48 hours.

After the client signs electronically, both you and Nassau will be notified via email, and the process is complete.

Step-by-Step Guide

If you have any questions, please reach out to our New Business team at 1-800-541-0171. We’re happy to help.

Disclosures

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

Product sales must be appropriate based on a comprehensive evaluation of the customer’s financial situation, needs and objectives.

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

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.

BPD#40204

alarosa

Post-Issue Live Chat Support Now Available

Here’s How it Works

Disclosures

A Step-by-Step Guide to Electronic Contract Delivery

Disclosures

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