November 2020

E-Signatures Now Accepted for Common Post-Issue Service Forms

At Nassau, we’re committed to helping you grow your business through the entire sales process. We recently implemented the use of electronic signatures through a platform called DocuSign for electronic contract delivery. We’re excited to announce we’ve expanded our e-signature capabilities to include a number of commonly used post-issue service forms for your clients, including:

  • Change of Address
  • Change to Paid Up Policy
  • Request for Policy Change
  • Change of Name
  • Lost Policy Agreement 
  • Disclosure Authorization for Release of Information
  • Dividend to Pay Premiums

Feel free to watch this video and share it with your clients to learn more about DocuSign and the e-signature process.

Why Use E-Signatures?

DocuSign’s secure process and use of electronic signatures allow both you and your clients to quickly, safely, and conveniently complete many Nassau service request forms. The electronic documentation is generally safer than paper documents that can possibly be damaged, destroyed, or altered, and is designed to reduce the number of incomplete forms and improve overall accuracy and timeliness. The electronic verification process is embedded into e-documents and creates an electronic authorization trail. This means you and your client’s service requests are completed in a faster and more efficient manner.

Disclosures

For Producer Use Only. Not for distribution to the public.
 
Product sales must be appropriate based on a comprehensive evaluation of the customer’s financial situation, needs and objectives.
 
Insurance Products: NOT FDIC or NCUAA Insured | NO Bank or Credit Union Guarantee.
 
Annuities are issued by Nassau Life and Annuity Company (Hartford, CT). In California, Nassau Life and Annuity Company does business as “Nassau Life and Annuity Insurance Company.” Nassau Life and Annuity Company is not authorized to conduct business in MA, ME and NY, but that is subject to change. In New York, annuities are issued by Nassau Life Insurance Company (East Greenbush, NY). Nassau Life and Annuity Company and Nassau Life Insurance Company are subsidiaries of Nassau Financial Group. The insurers are separate entities and each is responsible only for its own financial condition and contractual obligations. BPD#40380

© Nassau 2020
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Anthony LaRosaE-Signatures Now Accepted for Common Post-Issue Service Forms
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Enhanced Salesnet Navigation

Watch the video below to hear Anthony LaRosa, digital marketing manager for Nassau, explain recent enhancements to the Salesnet navigation menu. Want to share feedback on the new header, or how we can make Salesnet even better for you? Email us at info@nsre.com with your thoughts or suggestions.

Disclosures

For Producer Use Only. Not for use in solicitation or advertising to the Public.

© 2020 Nassau

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Annuity Products Now Available in Minnesota

We’re excited to announce that Nassau Life and Annuity Company is licensed for new sales in the state of Minnesota. Beginning today, you’ll be able to offer the strong income, accumulation, and protection solutions of our annuity product portfolio to your Minnesota clients. This includes our full suite of fixed indexed annuities as well as our multi-year guaranteed annuity including:

Nassau Growth Annuity
Accumulation Focused

Personal Income Annuity
Lifetime Income Guarantees

Personal Protection Choice

Optional Income, Care, and Family Protection Riders

Personal Retirement Choice
Premium Bonus of 8% or 4%

MYAnnuity 5X/7X
Fixed Interest Accumulation

Minnesota will be a Group B State for Nassau Growth Annuity, and a Group C State for Personal Income Annuity, Personal Protection Choice, and Personal Retirement Choice for surrender charge schedules, premium bonuses, and/or crediting rates for new business. Updated marketing materials, applications, and forms are now available. View our current list of available states.

Disclosures

For Producer Use Only. Not for use in solicitation or advertising to the Public. 

Products, rider options and other features are subject to state availability. Actual product details, including all terms and conditions that apply, are contained in the policy. Product sales must be appropriate based on a comprehensive evaluation of the customer’s financial situation, needs, and objectives.

Guarantees are based on the claims-paying ability of the issuing company. Nassau Growth Annuity (19FIA3, ICC19FIA3, 19GLWB3, ICCGLWB3), Personal Income Annuity (19FIA, ICC19EIAN and ICC19EIA), Personal Protection Choice (19FIA, ICC19EIAN and ICC19EIA), Personal Retirement Choice (19FIA, ICC19EIAN and ICC19EIA), and MYAnnuity 5X/7X (ICC18IFDAP, ICC18IFDANP) are issued by Nassau Life and Annuity Company (Hartford, CT). In California, Nassau Life and Annuity Company does business as “Nassau Life and Annuity Insurance Company.” Nassau Life and Annuity Company is not authorized to do business in MA, ME, and NY, but that is subject to change. In New York, Nassau MyAnnuity (17IMGA) is issued by Nassau Life Insurance Company (East Greenbush, NY). Nassau Life and Annuity Company and Nassau Life Insurance Company are subsidiaries of Nassau Financial Group. The insurers are separate entities and each is responsible only for its own financial condition and contractual obligations. BPD40358

Insurance Products: NOT FDIC or NCUAA Insured | NO Bank or Credit Union Guarantee. 

© 2020 Nassau

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Anthony LaRosaAnnuity Products Now Available in Minnesota
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