Annuity Announcement

Here are a few things to note:

• We will process any business through April 22, 2026, that is postmarked on or before April 15, 2026.
• All requirements must be completed, submitted to our Service Center, and in good order by April 28, 2026.
• Anything beyond that date will be reported as current year contributions.

To ensure that IRA and Roth IRA contributions are applied to the correct year, your clients must:

• Include “2025” in the memo section on the check; or
• State that the contribution is for 2025 in a letter of intent.

Otherwise, we will consider contributions to be for the 2026 tax year. We will require policyholders to submit excess contribution forms should they notice later that contributions are for the incorrect year.

Please note that SEP funds are posted for the year we receive them.

Please contact your sales desk with any additional questions. We look forward to assisting you.