Core Agreements
You'll find the core agreements every institutional partner signs on this page. Your Reliance Standard Onboarding Coordinator/Relationship Manager (External Wholesaler) will walk you through signature and return logistics. If you haven't already, you'll complete the Operations Setup next and provide the operational details we need to set up your firm for annuity business.
Selling Agreement
The foundational contract between Reliance Standard and your firm. It authorizes your firm to distribute Reliance Standard annuity products and sets the terms of our working relationship, including compensation, regulatory and suitability obligations, data and privacy requirements, and the conditions under which either party may terminate.
Questions about a specific agreement? Contact the RSL Annuity Sales desk at (800) 435-7775, ext. 3696.