July 4th Holiday Office Hours 

Happy Fourth of July

 

 

 

 

 

 

 

 

 

The Life and Annuity Shop, LLC. Wishes everyone a safe and happy Independence Day!

In observance of this holiday, our offices will be closed on July 4th and 5th.

 

Memorial-Day Observance – Closing Friday at 2:00 (Eastern), Reopening Tuesday, 5/28

The Life and Annuity Shop Staff honors and remembers the heroes who sacrificed in the service and protection of our country.

In observance of Memorial Day, The Life and Annuity Shop offices will be closed at 2:00 PM Eastern on Friday, May 24th  and will reopen Tuesday, May 28th.

 

The Life and Annuity Shop – Labor Day Weekend Holiday Hours

The Life and Annuity Shop – Labor Day Weekend Holiday Hours

The Life and Annuity Shop – Labor Day Weekend Holiday Hours

 

 

 

 

 

 

The Life and Annuity Shop Office will close at 1:00pm EST this Friday, August 31st and remain closed on Monday, September 3rd in observance of Labor Day.

We will return to normal business hours on Tuesday, September 4th. Have a wonderful holiday weekend!

Hurricane Irma

Our Office will be CLOSED Monday and Tuesday Sept 11th and 12th due to Hurricane Irma

Due to Hurricane Irma, the safety of our staff and their families is our top priority. For this reason, Our office will be closed on Monday and Tuesday Sept 11th and 12th. We will re-open Wednesday September 13th albeit with a reduced staff as some of our staff is still dealing with the effects of the storm.

Thank you all for your understanding.

Hurricane Irma

Our Office will be CLOSED Friday, Sept 8 due to Hurricane Irma

Our Office will be CLOSED Friday, Sept 8 due to Hurricane Irma

As Hurricane Irma approaches Florida, the safety of our staff and their families is our top priority. For this reason, Our office will be closed on Friday, Sept. 7. Our Disaster Response Team will continue to monitor the path of the hurricane. This may result in our office being closed on Monday September 11, 2017 as well.

Our Office will be CLOSED Friday, Sept 8 due to Hurricane Irma

Our Office will be CLOSED Friday, Sept 8 due to Hurricane Irma

Labor Day Observance – Office Closed Monday, September 4th

Labor Day Observance – Office Closed Monday, September 4th

In observance of Labor Day, Our
offices will be closed at 1:00 PM Eastern
on Friday, September 1st, and will
reopen Tuesday, September 5th.

Please have a fun and safe holiday.

Thank you for your business!

For assistance, please call us
888-661-1999

Professional Liability Insurance (E&O)

E&O plan with coverage for the new DOL Fiduciary rule included at no additional cost.

DOL_EO_LAS (2)

The Life and Annuity Shop is now providing a discounted E&O plan with coverage for the new DOL Fiduciary rule included at no additional cost.

Prepare yourself for the DOL road ahead.

The Ultimate DOL Fiduciary Technology System

AmeriLyzer_LAS (3)

You can count on The Life and Annuity Shop to provide one-stop shopping for making Department of Labor (DOL) Fiduciary Rule compliant sales. Regardless of the DOL’s actions, we are committed to helping Agents uncover more assets, offer more client services and make recommendations in the client’s best interest. We are your strategic partner.

We have invested heavily in developing the right resource for independent agents, agencies and other marketing firms. Our unique platform puts you in position to document your recommendations are in the best interest of the client.

American Flag

Office Closing in Observance of Independence Day

American Flag

The Life and Annuity Shop wishes you and your family a Happy Independence Day! As we celebrate our nation’s freedom, we honor and thank the courageous men and women that have dedicated their lives to preserving it. Have a happy and safe Fourth of July.

In observance of Independence Day, our office will be closed on Monday, July 3rd, 2017 starting at 2:00 pm EST and Tuesday, July 4th, 2017. We will reopen with normal business hours on Wednesday, July 5th, 2017 at 8:15 am EST.

Sincerely,

 

The Life and Annuity Shop Team

It's official: DOL fiduciary rule is dead

DOL Resources

The Ulimate DOL Fiduciary Technology System

Watch the preview of our robust platform designed to help agents, agencies, and marketing firms comply with the Department of Labor Fiduciary Rule.


Prepare yourself for the DOL road ahead.

watch the preview of our robust platform designed to help agents, agencies, and marketing firms comply with the Department of Labor Fiduciary Rule.

Professional Liability Insurance (E&O)

The Life and Annuity Shop is now providing a discounted E&O plan with coverage for the new DOL Fiduciary rule included at no additional cost.


DOL ToolKit
This kit contains three essential documents to assist you in complying with with Department of Labor Fiduciary Rule.


DOL Tool Kit

It's official: DOL fiduciary rule is dead

DOL Fiduciary Rule Update

DOL Fiduciary Rule Update

DOL Fiduciary Rule Update

DOL Fiduciary Rule Update

The Department of Labor Fiduciary Rule’s implementation date is rapidly approaching with portions of the rule going into effect April 10, 2017; with the full implementation of the rule being effective January 1, 2018. While many advisors already act in their client’s best interest, this Rule makes it their legal obligation.

We would like to take a moment to update you on many of the actions we have taken so that we can continue to assist you in growing your business.

Under the DOL Fiduciary rule, when the sale of a fixed indexed annuity using qualified funds is made, a “Best Interest Contract” must be signed by the client and a qualifying Financial Institution. In order to comply with the rule AmeriLife (our parent company) has applied to qualify as a Financial Institution with the Department of Labor.

Read more on this from InsuranceNewsNet.com AmeriLife Files for FI Status Under DOL Fiduciary Rule

This will allow AmeriLife (our parent company) to act as your Financial Institution when you conduct a fixed indexed annuity sale.

In addition to applying for Financial Institution status as an IMO, we are in the process of forming our own Registered Investment Advisory Firm.

We are affiliating with strategic and well known partners in the RIA world to offer a robust portfolio offering, full bodied technology platforms and practical training programs.

It is our intention to provide the necessary tools, systems and compliance oversight to allow insurance-only agents and registered representatives to continue to serve your clients through our qualifying Financial Institutions.

In order to help you transition to changes that will be needed to comply with the DOL Rule, we are attentively creating an extensive and well-defined training program. Our training program will not only assist you in working in a compliant manner but also support you in growing your business to new levels with the innovative technology and sales tools. It is our expectation that these tools and systems provide you with minimal disruption to your business so that you can focus on your growth.

We are committed to providing solutions both for registered representatives and insurance only agents. Be assured that we are here to help you grow your business and we look forward to continuing to provide you with a broad annuity products access in conjunction with new sales and operational systems to comply with the new standards that our industry will need to follow.