Annuity business generates a lot of paperwork. It’s definitely a lot to keep up with, but it’s important that you stay diligent. Even a small mistake or missing information on your documents could result in them being considered NIGO, an acronym for “not in good order.” This is an all-too-common headache for agents and advisors, who need to fulfill different submission requirements based on a variety of factors, including different products, forms, and investor types.
Brianna Watkins is New Business Manager at DFS Marketing, where she works to teach and assist agents in getting their policies approved and pushed through as seamlessly as possible.She previously worked in the Case Design and Client Upgrade departments. Before working with DFS Marketing, she was a combat engineer with the Texas National Guard for five years, which allowed her to gain the necessary skills to move through sales positions.
Connect with Brianna on LinkedIn.
Learn more about Brianna Watkins
Connect with Brianna on LinkedIn.
Learn more about Brianna Watkins
Latest posts by Brianna Watkins (see all)
- Oh, No! Top 5 Reasons Your FIA Application Could Go NIGO - November 7, 2022
