866-422-9188 (Option #5)

Anti-Money Laundering Training

Please use the below link to be directed to the LIMRA site.


For LIMRA, I have provided instructions below. Please notify me when you have done it and I’ll mark our system.

When you register it will first ask you for a user name and password. It is always (and in all lowercase!)

Username- the first 4 letters of your last name followed by the last 6 digits of your social.

Password- your last name

**if you have already logged into the LIMRA website, you would have changed your password. If you cannot remember your password, please click on the “forgot password” button and select the second option for a “returning user”.

The process should take you 30 to 40 minutes.

Retirement planning helps mental health

Researchers at the University of Missouri weren’t speaking about annuities when they pointed out the following, but annuity professionals might want to keep this in mind. 

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Older folks steady as she goes

Seventy-five percent of seniors and 60 percent of baby boomers say their financial health hasn’t changed since the recession, according to joint research by Aite Group and Chase Blueprint.

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Who said that?

“You need to determine all the possible sources of income you can draw from.

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