Category Archives: Announcement

John Hancock – LTC Planning

  From John Hancock Focusing on LTC Planning While November holds a special status as Long-Term Care (LTC) Awareness Month, it is also…
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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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Athene Suitability Update for Minnesota Licensed Producers

Athene is modifying their suitability process and related forms for business written in Minnesota. The new forms (Ver. 11/21), specific to Minnesota, will…
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North American Launches a new MYGA

Effective Oct. 26, North American is launching NAC Guarantee Plus, a multi-year guarantee annuity (MYGA), which will replace North American Guarantee Choice multi-year…
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Resolution Life US Producer Services – Updated Contact Infromation and Producer Services

 From Resolution Life US As communicated in January 2021, Resolution Life U.S. Holdings Inc. (“Resolution Life US”) officially acquired Voya’s individual life insurance…
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New Study on Fixed Index Annuities – Game Changer!

  In today’s ultralow rate environment, a traditional 60/40 portfolio may not generate the growth and income clients need to realize their retirement…
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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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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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Annuity Awareness Month – 2021

For more information or to get help with new illustrations, call 801-568-2626 or email us at [email protected]
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IMPORTANT!! Washington State LTC Update

[fivo_docs title="LTC Needs Analysis" ids="5400"]
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