Operations Setup
Start with the Annuity Operations Questionnaire. Your answers determine which systems we configure, which forms you'll receive, and who from our team will work with you next. The rest of this page walks you through what happens after you return the completed questionnaire from submission system setup through go-live.
Step 1
This is your starting point: Annuity Operations Questionnaire
This form gathers the operational details Reliance Standard needs to set up your firm for annuity business. It accompanies the Selling Agreement and captures how your firm is structured, which products you plan to offer, and how new business, suitability, and data exchange will flow between your team and ours.
Return instructions: Return the completed questionnaire to your RSL Onboarding Coordinator. We'll review and come back to you with any clarifying questions within 3 business days.
Step 2
Submitting Business: Submission System Choice
Decide how your advisors will submit annuity business: Firelight (web-based); AnnuityNet (electronic order entry platform); Firm-Specific Systems (direct connection between your firm and ours); Paper (by mail or secured upload).
You'll indicate your selection on the questionnaire (Step 1) and our Operations team will setup your chosen system during the next phase.
Not sure which option fits your firm? Your RSL Onboarding Coordinator can walk you through the options.
Step 3
Working Session: Operations Kickoff Call
A working call between your operations team and ours, scheduled by your RSL Onboarding Coordinator after the Questionnaire is returned and contracting is finalized. The goal is to test your chosen submission system end-to-end before your advisors go-live.
Connect with your onboarding team: RSOnboard@rsli.com
Step 4
Final Step Before Go-Live: Testing & Go-Live Confirmation
This is your final step before your advisors can submit real business. Testing typically takes one to two weeks depending on your submission system and how quickly issues can be resolved on both sides.
Your RSL Onboarding Coordinator will confirm in writing when testing is complete and your advisors are approved to begin submitting business. You'll also receive the contact information for ongoing operational support, which is covered on the Ongoing Support page.
Need help completing the Questionnaire? Contact the RSL Annuity Sales desk at (800) 435-7775, ext. 3696.