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Category Archives: Annuity
Athene is modifying their suitability process and related forms for business written in Minnesota. The new forms (Ver. 11/21), specific to Minnesota, will…
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…
Effective October 2nd, 2021Â rates increased on the following Annuity products: Milestone MYGA 3 Milestone MYGA 4 Milestone MYGA 5 Milestone MYGA 6 Milestone…
Effective October 12th, 2021: Rates are decreasing on the following Fixed Index Annuity Products: NAC VersaChoice 10 NAC PerformanceChoice 8 Now is a…
In today’s ultralow rate environment, a traditional 60/40 portfolio may not generate the growth and income clients need to realize their retirement…
Effective 09/13/2021 Rates on the following annuity product are increasing: American Pathway Fixed 5 American Pathway Fixed 7 American Pathway VisMYG To get…
Effective 09/15/2021 Rates on the following products are decreasing: New Directions 6 New Directions 8 OptiBlend 5 OptiBlend 7 OptiBlend 10 MyGuarantee Plus…
Effective October 1, 2021: Montana has adopted the National Association of Insurance Commissioners (NAIC) revisions to the Suitability in Annuity Transactions Model Regulation. The…
Rates are increasing on the following Multi-Year Guarantee Annuity (MYGA) products effective August 20th, 2021: MaxRate 3 MaxRate 5 MaxRate 7 To get…
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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