Operational Updates

As of September 11, changes are in place for FIA illustrations in select states to support Model Regulation 245 illustration requirements.

United Life has completed the first step in the Insured Retirement Institute (IRI) Digital First for Annuities initiative—focused on eliminating mailed checks when funding annuities through 1035 exchanges and transfers.

Our updated annuity suitability form and streamlined process now make e-App submissions faster and easier—with built-in rules that help ensure compliance and accuracy. Fewer NIGOs mean quicker policy approvals, so you get paid sooner.

We know efficiency and accuracy are important when submitting electronic annuity applications.

That’s why we are finalizing key improvements to our annuity suitability form. Here are the updates launching May 17: