February 28, 2022
Access Your 1099 Tax Statement
Agent 1099s are available in the commission portal.
Do you need to pull your 1099 tax statement? Agent 1099’s are available in the Commissions Portal.
To access, click on the lighting bolt in the top right, then click Commission Payment Portal.
Did you know that client statements are also available in the portal and mobile app? Q4 annuity statements are now posted online for clients and agents in the Documents tab on their policy.
