Operational Updates
Digital First for Annuities Initiative Kicks Off
April 27, 2026
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.
Annuity Suitability Form and Process Improvements are Live
May 19, 2025
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.
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If you are interested in getting appointed or learning more about our suite of fantastic products, contact our experts on the sales desk at 800-637-6318.
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Our user-friendly, intuitive e-App paves the way for you to submit and finalize a contract quickly.
Complete Training Requirements
WealthChoice FIA Code: ULWCA21
Access & Performance Code: ULMYGA21