Talcott Resolution

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March 2025

ANNUITY NEWSLETTER

If a reportable event occurred on your client’s contract during the 2024 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 to applicable parties in January 2025.

To view your clients’ 2024 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.” Click the link for the Tax Year 2024. From this point, you can print the form for your records.

Clients Can Take Advantage of Emailed Contract Activity Alerts

Clients can sign up today for Status Notifications to be alerted by email 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 activity 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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