Digital First for Annuities Initiative Kicks Off
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
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.
Annuity Suitability Form & Process Improvements — Coming May 17, 2025
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:
CA Continuing Education Requirement
Agents licensed in California (resident and non-resident) will have new annuity continuing education requirements, which are effective July 1, 2025.
E-app Enhancements – March 2025
We’ve made a few key updates to our FireLight e-App to make your experience smoother — like improving how expired IDs are handled, simplifying requirements for large cases, and reducing manual entry on certain products.
E-App Tutorial
Learn how our time-saving wizards and tooltips streamline data collection