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Rohrer & Associates Resources

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e-Application Helpful Videos

e-Application Helpful Tools


  • If you are submitting an application for a complex case or client with extensive health issues, it is always a good idea to submit a detailed cover letter!

  • It is important to know when submitting an annuity application what the “Rate Lock” guarantee is.

    This will differ with each carrier and can change at any time. 

    For the most up to date rate lock dates, it is best to confirm with the individual carrier, however this information can generally be found on Rohrer & Associates > Products & Services > Annuities > Access Annuity Rate Watch

Please note – The above information is subject to change at anytime without notice.