Tag 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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AIG Annuity Rate Increase

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…
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Lincoln Annuity Rate Decrease

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…
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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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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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Oceanview Rate Increase

Effective Monday, July 26th 2021  The Harbourview 3-year Multi-Year Guaranteed Annuity (MYGA) effective annual rate increased to 2.35%. Click to view the updated…
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Best Interest Standard Coming to Multiple States

The following states recently adopted the new NAIC Best Interest Standard: Maine: January 1, 2022 Montana: October 1, 2021 North Dakota: January 1,…
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Ohio’s Best Interest Standard Training Deadline is Fast Approaching

Compliance required by August 14, 2021 Ohio recently adopted the National Association of Insurance Commissioners (NAIC) revisions to the Suitability in Annuity Transactions…
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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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Allianz Announces Product Updates and Payout Rates

Effective July 6th 2021, the following positive changes are scheduled for new business on the following products: Allianz 360 Annuity and 360 Benefit…
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