A Refreshed Annuity Statement Experience for Your Clients

We’re introducing a refreshed annuity statement designed to make it easier for your clients to review and understand their information. The update modernizes the look and simplifies the layout. All contract features, values, and calculations remain the same.

Product statements impacted:

• Indexed Annuity product statements: Modified SPDA and Flex

What you’ll notice:

• A cleaner, more organized layout

• A simplified color palette for improved readability

• Clearer labels and streamlined sections

• Consistent formatting across statement types

• Portrait orientation for a smoother reading experience

To introduce the refreshed look, customers will receive a brief message included with their updated statement that highlights the improved design.

We’ve included sample visuals so you can preview the refreshed design and see how the new layout creates a cleaner, more streamlined experience for clients. Please refer to the Agent FAQ Sheet for more information. 

Thank you for your partnership

How to Read the Annuity Statement Flyers:

TC8751488(0226)1