Talcott Resolution

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March 2024

ANNUITY NEWSLETTER

If a reportable event occurred on your client’s contract during the 2023 calendar year, they should have received an IRS Form 1099-R. Reportable events include taxable distributions, contract owner changes, and collateral assignments. The forms were mailed in January 2024 and, if applicable, should have been received in February 2024.

To view your clients’ 2023 1099-Rs, log into the Annuity Service Center, go to “My Clients,” and select the contract number that corresponds with the form you would like to view. Then, select "Online Documents,” and click the “Go” button under “Form 1099-R.” From this point, you can print the form for your records.

An Update to Talcott Resolution’s eDelivery Method for Clients is Coming Soon

Talcott Resolution is always working to provide clients with the very best service. We are working on improving our eDelivery method to provide clients with more convenient and secure access to their important documents.

eDelivery of documents will be changing from emails containing password-protected email attachments to emails with link(s) informing clients that document(s) are available. Clicking on the link(s) will bring them to our Annuity Service Center (ASC), where they can access their current and past documents, as well as other tools that help make managing their annuities faster and easier.

Clients must be registered in the ASC to take advantage of this new and improved eDelivery process. They can use this link to go to the ASC login page, where they can create a new account, manage delivery preferences, and view their important documents.

Clients Can Now Sign Up for Contract Activity Alerts

Clients can sign up today for Status Notifications to be alerted when certain activity occurs on their contract. Clients can log in to the Annuity Service Center and navigate to the “Manage Contract” tab to manage their notification preferences.

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ANNUITIES NEWSLETTER

This email message may constitute a commercial electronic mail message under the CAN‑SPAM Act of 2003.

Fixed index annuity contracts are issued by Talcott Resolution Life and Annuity Insurance Company, Hartford, CT.

You should carefully consider the objectives, interest crediting strategies, risks and charges of the fixed index annuity before purchasing. This and other information can be found in the fixed index annuity’s Fixed Index Annuity Disclosure Statement which can be obtained by calling 800 862 6668. Please read them carefully before sending money.

Variable annuities are issued by Talcott Resolution Life Insurance Company, Hartford, CT or Talcott Resolution Life and Annuity Insurance Company, Hartford, CT. Underwritten by Talcott Resolution Distribution Company, Inc.

Talcott Resolution Distribution Company, Inc. does not provide investment advice, brokerage accounts or brokerage services.

You should carefully consider the investment objectives, risks, fees, charges, expenses and other information regarding the variable annuity Contract and the underlying investments before investing. This and other information can be found in the prospectus which can be obtained by calling 800 862 6668. Please read the prospectus carefully before sending money.

Talcott Resolution consists of Talcott Resolution Life, Inc., a holding company for a group of insurance and non-insurance subsidiaries that administers life and annuity products previously sold or acquired. These insurance companies include Talcott Resolution Life Insurance Company, Talcott Resolution Life and Annuity Insurance Company, American Maturity Life Insurance Company and Talcott Resolution International Life Reassurance Corporation.

This is not intended to provide tax, accounting or legal advice. As with all matters of a tax or legal nature, you should consult a tax or legal counsel for advice.

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