Category Archives: Annuity

Servicing and Evaluating Your Clients Existing Income Riders

The Problem: Servicing and advising clients with existing annuity contracts with income riders can be challenging for various reasons, ranging from the million dollar…
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The Fixed Income Dilemma

Have you wondered what you can do to help protect your clients in the current bond environment?  Lincoln Financial Group said in their…
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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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