Author Archives: Brad Neves

Get Creative in Helping Your Clients Manage Unwanted RMDs

The SECURE Act of 2020 and the RMD Puzzle Many clients don’t want or need to take the RMDs each year.  They may…
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Rates Rise.. again!

Rates are increasing for the products below  effective November 7, 2021!  Purchase payments received on or after this date will receive the new rates.  Please see the…
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Allianz Rates are Rising

Effective November 1st, 2021 - Rates are increasing on the following products: Benefit Control Accumulation Advantage Core Income 7 Allianz 360 Allianz 222…
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AIG Annuity Rates are Increasing

Effective November 1st, 2021 - Rates are increasing on the following products: Power Protector 5 Power Protector 7 Power Protector 7 Plus Income…
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