Gather advice from our legal and compliance teams in response to questions from TPA.
December 31, 2022
Review and provide direction on complex issues involving annuity death claims.
April 15, 2023
Act as subject matter expert for operations processes .
April 23, 2023
Assist in providing clarification to various rules and laws regarding the administration of annuity contracts.
April 24, 2023
Provided guidance to TPA on various legal documents .
April 25, 2023
Act as primary point of contact for Third Party Administrator (TPA) on complex cases or advanced matters.
May 16, 2023
Offers solutions that are accepted as best practice.
August 02, 2022
Provides an expert level of service to customers, agents and third parties accomplishing first call resolution, once and done process, meeting or exceeding the customer's expectations.
May 04, 2023