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Tag Archives: Annuity
The Problem: Servicing and advising clients with existing annuity contracts with income riders can be challenging for various reasons, ranging from the million dollar…
The SECURE Act of 2020 and the RMD Puzzle Many clients don’t want or need to take the RMDs each year. They may…
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…
Watch the replay below as Brad & Dave discuss income rider replacements, the opportunities, case studies, analysis, and best practices to submit replacement…
Effective Monday, July 26th 2021Â The Harbourview 3-year Multi-Year Guaranteed Annuity (MYGA) effective annual rate increased to 2.35%. Click to view the updated…
The following states recently adopted the new NAIC Best Interest Standard: Maine: January 1, 2022 Montana: October 1, 2021 North Dakota: January 1,…
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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