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Behavioral Finance Tips for Advising your Clients

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3 Big Social Security Changes in 2018

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Service Center
800.888.2461
Sales Support
800.747.5164 - Option 3

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Searching for Literature

 

Search for literature using the Search Literature option in combination with the Product Name and/or Literature Type. A "Common Needs for New Business" section make it easy to locate kits, enrollment literature and forms and product pieces. A "Common Needs for Servicing Existing Business" section gives you access to our Administrative Service Forms. Service forms and some other specific items in the catalog are in a fillable .PDF (Portable Document Format), giving you quick access for downloading, completing and printing right in your office.

 

 

Placing an Order

 

Using the Place Order function, you enter your shipping information and instructions. A link to the UPS site gives you the ability to calculate the shipping time and cost of your order. Once you have created your order you can track its progress through the Tracking function. Orders are shipped UPS ground within 24-48 hours of your request.  All orders placed before 3:00 pm (CST) will be shipped the same day.

 

If you have questions, or are unable to locate a particular item in the catalog, call our Service Center at 800.888.2461 during normal business hours.

 

 

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