Product Companies
Brighthouse Client Transaction Authorization Guides
Brighthouse Financial is now allowing clients to authorize certain transaction be performed on their behalf. They must log into their Brighthouse account and provide this authorization through the website. Please see the Advisor Communication, the ...
Product Company Communications
On a daily basis, Mutual Securities receives physical mail and email notifications from product companies. Examples can range from quarterly statements being available to confirmation of a client transfer or an excess withdrawal violation. Cases are ...
Talcott – New Requirement by 9/27/24:
Talcott – New Requirement by 9/27/24: Effective, September 30, 2024, Talcott will require the attached written authorization to be on file from the contract owner before Mutual will be permitted to request any transactions on behalf of the contract ...
Equitable- Novation Overview
Equitable – Novating Inforce Contracts We have been recently made aware that Equitable Financial will be novating certain inforce contracts to enhance the attractiveness of their offerings and that select contracts and policies will transfer to one ...
NEST 529 Plans- in process
In order to take funds out of the account, there are the following options: 1. We can call in a check reimbursing the owner to their address of record 2. We can call in a check directly to the beneficiary for $5,000 or less to their address of record ...
Talcott
Variable Annuities only Link to Forms: No public forms Third Party Authorization Allowed: Yes To set up a Third Party Authorization: Use the Third Party Authorization form Forms attached here: Mutual LPOA form Tax Information Available Online Mailed ...
Prudential
Accounts starting with E Link to Forms: No outside forms available Third Party Authorization Allowed: No Forms attached here: Mutual LPOA form Portfolio Holdings: Investment Options | Prudential Financial Prudential paperwork can be sent in via ...
John Hancock
Link to Forms: John Hancock Annuities Forms Third Party Authorization Allowed: Yes To set that up: Third Party Authorization form (attached) Forms attached here: Mutual LPOA form Tax Information Available Online Mailed to the Client RMDs Yes, ...
Brighthouse
Annuities only Link to Forms: No public forms Third Party Authorization Allowed: Yes To set up a Third Party Authorization: They would need to send in the Brighthouse Interested Third Party form. Forms attached here: Mutual LPOA form, Brighthouse ...
Nationwide
Annuities only Link to Forms: No public forms Third Party Authorization Allowed: Yes To set up a Third Party Authorization: They would need to send in the Nationwide Third Party Notice form. Forms attached here: Mutual LPOA form, Third Party Notice ...