I need policyholder annual statements: Help!

By Sheryl J. Moore

Moore Market Intelligence


Do you have clients who own indexed annuities?

Have you ever seen an unbelievable one-year gain on one of their policyholder annual statements?

If so, I need your help!

I am collecting indexed annuity policyholder annual statements showing awesome one-year gains. If you have a specimen that you would be willing to share, there’s something in it for you too! (Please message me or visit my profile to email me for details.)

I will be publishing this information publicly in the future. For that reason, please ensure that we maintain all measures of privacy and confidentiality in this endeavor. Just make certain you redact the personal information (black it out) on the policyholder’s annual statement (e.g., client’s name, address, policy number, agent’s information), prior to faxing/emailing/sending it to us. We want to ensure that privacy is maintained to the fullest.

I truly appreciate your help on this! Thank you!
Sheryl J. Moore