Author Archives: Brad Neves

Montana adopts new Best Interest Suitability Regulation

Effective October 1, 2021: Montana has adopted the National Association of Insurance Commissioners (NAIC) revisions to the Suitability in Annuity Transactions Model Regulation. The…
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Rates rise for Athene MYGA products

Rates are increasing on the following Multi-Year Guarantee Annuity (MYGA) products effective August 20th, 2021: MaxRate 3 MaxRate 5 MaxRate 7 To get…
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August 8, 2021 Webinar Replay: Identifying Income Rider Replacement Opportunities

Watch the replay below as Brad & Dave discuss income rider replacements, the opportunities, case studies, analysis, and best practices to submit replacement…
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Texas and Virginia adopt new Best Interest Suitability Regulation

Texas and Virginia have adopted the National Association of Insurance Commissioners (NAIC) revisions to the Suitability in Annuity Transactions Model Regulation (#275) effective September…
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