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.
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.
If you have any questions, please reach out to our New Business team at 1-800-541-0171. We’re happy to help.
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.
© Nassau 2020