North American – Important Updates

IMPORTANT: Updated Allocation Forms Effective June 7, 2016

Using the right forms is vital to getting your business issued faster. Recent fixed index annuity product changes such as the new crediting method, have required us to update our allocation forms. Please make sure to use these updated allocation forms by product and state.

To view the correct forms, click here.

REMINDER: Always get the right forms – use e-App to expedite your business!

New Crediting and Product Changes

Coming soon to Idaho, Illinois, Ohio and Rhode Island!
NEW Threshold Participation Strategy (TPS)

Training Required

Available on NAC IncomeChoice 10 and Performance Choice (8 Plus-, 8, 12 Plus-, 12-Year) fixed index annuities.
TRAINING IS REQUIRED – click the link below for details.Click here for training requirements, product information and materials


NEW Index Accounts and Crediting Methods on NAC IncomeChoice In addition to the new TPS crediting method, additional changes to the NAC IncomeChoice include changing to 6 crediting methods and 3 index options.

Click here for details on the new crediting methods and indexes


IMPORTANT: Due to the changes in crediting methods and approval by states, new allocation forms will be required for all products. Please follow the links above for the new forms.

NEW BUSINESS GUIDELINES: The changes noted above will apply to applications received on or after June 21, 2016. To receive the previous product design, applications must be received prior to June 21, 2016.

Posted in Bulletins.