|
|
|
|
|
|
View as a web page.
|
|
|
|
|
|
|
|
|
|
|
July 2024
|
ANNUITY NEWSLETTER
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Talcott Resolution is updating our records on file for certain annuity contracts.
|
|
In connection with the updating of our records, we are requesting that brokers obtain written authorization from relevant contract owners regarding transactions requested by brokers on their behalf. Such transactions include sub account transfers, contract reallocations, future allocations, and enrollment updates.
|
|
We sent letters during June and July informing brokers of this update, accompanied by a client listing of relevant annuity contract owners and a broker authorization form that will need to be completed by each contract owner.The form can also be found online in this list of Talcott Resolution's commonly used annuity forms. Please note, this form is not required for transactions on custodially owned contracts.
|
|
Please return the completed form with respect to each client on whose behalf you wish to remain authorized to request transactions by September 27, 2024. Please note, unless we have written authorization on file by September 30, 2024, you will not be able to request transactions on the contract owner’s behalf, and the client will need to be available on the recorded line to authorize any transactions.
|
|
View Client Statements Online
|
|
You can now access your clients’ second quarter 2024 variable annuity Statements of Account through Talcott Resolution’s Annuity Service Center. To view Statements online, log in to Talcott Resolution’s Annuity Service Center. Enter your user ID and password or register as a new user if you do not already have access. Once you are logged in, go to “My Clients” and select the contract you would like to review, and then go to the "Online Documents" tab. Or go to “My Clients” and select the “Print Statements” tab.
|
|
|
|
|
|
|
|