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This section is for agents/brokers who write business with employers where First Financial administers a Tax Sheltered Annuity (TSA) Plan. You will find up to date information including:

  • Plan Summary Options and providers by Employer
  • Requirements for Requests (Exchanges, rollovers, distributions, etc.)
  • Forms and Due Dates


Important: Prior to soliciting employees under a 403(b) plan, all agents must enroll and agree to the rules of solicitation.