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...
The Fixed Income Dilemma
Have you wondered what you can do to help protect your clients in the current bond environment? Lincoln Financial Group...
Decoding True Income Rider Payouts: A Christmas Story
In the spirit of the holidays, we’d like to share a different spin of a familiar Christmas Story. Hopefully you...
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. ...
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...
Allianz Rates are Rising
Effective November 1st, 2021 - Rates are increasing on the following products: Benefit Control Accumulation Advantage Core Income 7 Allianz...
AIG Annuity Rates are Increasing
Effective November 1st, 2021 - Rates are increasing on the following products: Power Protector 5 Power Protector 7 Power Protector...
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...
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...
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...