Upon selection of an insurance company, the contract installation phase begins. Our installation experts will work closely with your team to ensure all contracts are timely and accurately administered. Our services include premium transfer instructions and verification, contract review to ensure plan provision accuracy, census data pricing reconciliations and complete administrative support from start to closure. We provide copies of all documentation and will ensure every participant receives their annuity certificate in a timely manner.
Our service does not conclude with completion of annuity contract installation. We support our clients from first conversation, through installation, and many years down the road should questions arise or regulatory audits occur. Our contract installation team will be here to support you today and in the future.