Category Archives: Annuity

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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Global Atlantic Rate Update

Global Atlantic had a rate increase on their ForeCertain Annuity effective October 11th 2021. Click to view the updated Rate Sheet. To get…
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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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Sagicor Multi-Year Guaranteed Annuity (MYGA) Rate Increase

Effective October 2nd, 2021 rates increased on the following Annuity products: Milestone MYGA 3 Milestone MYGA 4 Milestone MYGA 5 Milestone MYGA 6 Milestone…
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North American Rate Decrease

Effective October 12th, 2021: Rates are decreasing on the following Fixed Index Annuity Products: NAC VersaChoice 10 NAC PerformanceChoice 8 Now is a…
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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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