NASSAU SIMPLE ANNUITY
AGENT REFERRAL PROGRAM

Our agent referral code program is designed to help build your business with a unique digital experience and easy, contactless process for you and your clients. When recommending a Nassau multi-year guaranteed fixed annuity to your clients, we offer an easy way to apply through our new simple annuity app, with your assigned unique referral code.

This program may be right for clients who are:

  • Looking to earn higher interest rates on their money
  • Interested in saving for retirement, but not comfortable meeting in person
  • Ready to revisit a retirement planning conversation with you
  • Want a guaranteed rate for a fixed period of time

Step 1

The client downloads the Simple Annuity app on their iPhone® device from the App Store®.

Nassau simple annuity app mobile phone image

Nassau simple annuity app mobile phone image

Illustrative only. Rates may vary.

Step 2

The client selects 'Start Now' to apply in about 10 minutes.


Step 3

Provide clients your unique invite code and you get commission for the purchase*.

*Specific payment percentages and payment terms are detailed in your contract. All applications are subject to review and approval by Nassau and must meet our suitability standards. Visit SalesNet for more information.

Nassau simple annuity app mobile phone image

Nassau simple annuity app mobile phone image

Step 4

The client selects and follows the easy guide to make sure all items are handy prior to getting started.


Step 5

The client takes a picture of their driver's license to quickly fill out basic information.

Nassau simple annuity app mobile phone image

Nassau simple annuity app mobile phone image

Step 6

The client completes additional fields, provides payment information and signs the application electronically via email.

Watch our video guide to learn more at nassau.re/referral code

Important Disclosures

FOR PRODUCER USE ONLY. Not for use with the general public.

Product features and availability may vary by state. Payments and guarantees are based on the claims-paying ability of Nassau Life and Annuity Company. Nassau does not provide individual tax, financial or investment advice or act as a fiduciary in the sale or service of our insurance contracts. All product sales must be appropriate, based on a comprehensive evaluation of the customer’s financial situation, needs and objectives. App and online store terms/conditions and mobile phone carrier data usage/charges apply. Nassau Simple Annuity (ICC18IFDAP,18IFDAP) is issued by Nassau Life and Annuity Company (Hartford, CT). Nassau Life and Annuity Company is not authorized to conduct business in MA, ME, and NY, but that is subject to change. Nassau Life and Annuity Company is a subsidiary of Nassau Financial Group.

Insurance Products: NOT FDIC or NCUAA Insured | NO Bank or Credit Union Guarantee.

The Apple logo, App Store and iPhone are registered marks of Apple Inc.

BPD 40335