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Talk to your clients about their RMDs - client reminder letters discontinued; information available online

In past years, as a courtesy, we sent reminder letters to clients who needed to take Required Minimum Distributions (RMDs) by year end. This year, we will not be sending the letters, however, you can access a summary of your client information online.

 

We recommend you work with your clients who
are required to take RMDs - Here's how...

You can access the RMD information on our website:
  • Go to Producer Profile under My Business
  • Choose Statements & Correspondence
  • Review your Fair Market Value (FMV) letters from Oct. 2019

Questions? Call 866-322-7069 NorthAmericanCompany.com


FOR FINANCIAL PROFESSIONAL USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.

Neither the company, nor any financial professionals acting on its behalf, should be viewed as providing legal, tax or investment advice.

29587Z-HTML PRT 10-19

 

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North American Company for Life and Health Insurance®
4350 Westown Parkway, West Des Moines, IA 50266