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Who We Are
Policy Management
Overview
Environment and Features
Daily Tasks
Monthly Tasks
Quarterly and Annual Tasks
Services
Evaluation and Proposal
Conversion and Training
Continuing Support
Internet Web Site Services
Contact Us
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A series
of applications has been provided to accomplish the many tasks that
may be required at the end of each quarter and annually.
Quarterly
Tasks
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Statements
to Annuitants and Policy Loan debtors
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Preparation
of Annual Report information (Schedule T, reserve calculations,
etc.) if needed for interim reporting
Annual
Tasks
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Data
base certification to insure all death claims have been processed,
and that information system integrity is intact
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Archiving
of terminated policies and contracts.
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Statements
to Annuitants and Policy Loan debtors
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Preparation
of Annual Report information (Schedule T, reserve calculations,
etc.)
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Preparation
of IRS 1099's and 5498's to taxpayers, including electronic
transmission of information to the IRS
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Preparation
of the active data base for the new year
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