Valued Services

Valued services available to all of our customers include:

Customer Services

  • Efficient annuity installation
  • Toll-free customer service for annuitants' questions (1-800-843-2455,
    7 a.m.-4:30 p.m. CST, Monday-Friday)
  • Exclusion ratio calculations, which reflect the nontaxable portion of the annuity benefit payment, if applicable
  • Preparation of annuity certificates for each participant, explaining plan benefits and guarantees
  • Notification to deferred participants prior to scheduled annuity starting date
  • Address verification and locating service for lost annuitants
  • For Group Individual Retirement Annuities, annual account statements indicating deposits, withdrawals, interest credits and account balances

Payment Services

  • Electronic Funds Transfer (EFT), at no additional charge
  • Withholding and reporting of federal and state income tax, if requested by the participant
  • Special withholdings of medical or other insurance premiums
  • Monthly annuity payments to a third-party administrator or contract holder for benefits due a group of retirees
  • Annual cost-of-living allowance (COLA) increases

Contact Us

For more information, or to request a quote on any of our group retirement products, please contact one of our regional sales managers. You may also request a quote by calling 1-800-843-2455 or by faxing a request to (402) 351-2176, Attn: Group Annuity Sales.

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