On The Move – January 31, 2023

January 31, 2023 – Effective Date of Change Protective Life Fixed Indexed Annuity Asset Builder II 10 No ROP 10,000+ 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 6.050%  1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 23% 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 5.900%  1-Year S&P 500 Performance Trigger:  Cap 4.700%  1-Year JP Morgan Mojave Index w/…

Ascend to the Top

Ascend 2023 is officially in the books. IAMS’ third-annual virtual kick-off brought some of the top experts in the financial industry together in one place; we consider the event to be a great success and would like to thank everyone who made it possible. The presentations at Ascend covered a wide array of industry-relevant topics.…

On The Move – January 17, 2023

January 17, 2023 – Effective Date of Change GBU Life Fixed Annuity Flex Guard Preferred 5 1,000+  2.10% Flex Guard Preferred 5 25,000+  4.40% Flex Guard Preferred 5 100,000+  4.65% Flex Guard Preferred 8 10,000+  4.10% Flex Guard Preferred 8 25,000+  4.45% Flex Guard Preferred 8 100,000+  4.65% Preferred 5 500+  2.85% Preferred 8 10,000+  3.35% MYGA Assetguard Select 2 25,000+  4.00% Assetguard Select 2 100,000+  4.10% Assetguard Select 3 25,000+  3.80% Assetguard Select 3 100,000+  4.05% Assetguard Select 4 25,000+  4.15%…

Young happy woman hiker successful on mountain peak summit in winter mountains. Climbing inspiration and motivation, beautiful landscape. Fitness healthy lifestyle outdoors on snow in Himalayas, Nepal.

Ascend 2023 – Your Portal to Success

IAMS third-annual virtual kick-off event is right around the corner! Ascend 2023 brings together some of the best minds in the financial services space, and covers industry news, marketing strategies, sales concepts, and much more. Last week’s Marketing Corner introduced you to this year’s featured speakers. These three industry leaders – Nobel Prize winner Robert…

On The Move – January 3, 2023

January 4, 2023 – Effective Date of Change Liberty Bankers Life MYGA Bankers 3 10,000+  4.50% Bankers 5 10,000+  4.70% Bankers 5 Premier 10,000+  5.00% Bankers 5 Premier Plus 10,000+  4.80% w/ 1.00% Bonus Bankers 7 10,000+  4.70% Bankers 7 Premier 10,000+  5.00% Bankers Elite 3 10,000+  4.90% Bankers Elite 5 10,000+  5.00% Bankers Elite 7 10,000+  4.95% Bankers Elite 9 10,000+  4.90% January 5, 2023 – Effective Date of Change Ibexis Fixed Indexed Annuity MYGA Plus…

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Key Highlights from the SECURE Act 2.0

The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was signed into law last week as part of Congress’ $1.7 trillion omnibus spending bill. A version of the act was initially approved in March by the House before going through revisions in the Senate and ultimately landing in the massive omnibus bill. SECURE…

On The Move – December 20, 2022

December 21, 2022 – Effective Date of Change Mass Mutual Ascent Life Insurance Company Fixed Indexed Annuity American Landmark 3 50,000+ 1 Year S&P 500 Annual Point-to-Point with Cap:  Cap 7.75%  1 Year iShares U.S. Real Estate Annual Point to Point with Cap:  Cap 8.00%  1 Year iShares MSCI EAFE 1-year point-to-point with cap:  Cap 7.50%  1 Year Declared Rate…

On The Move – December 6, 2022

December 6, 2022 – Effective Date of Change Allianz Fixed Indexed Annuity Allianz 222 Annuity 20,000+ 1-Year S&P 500 Monthly Sum Cap:  Cap 2.300%  1-Year S&P 500 Annual Point-to-Point Cap:  Cap 6.000%  1-Year Bloomberg US Dynamic Balance Index II w/ Spread:  Spread 3.35%  1-Year Bloomberg US Dynamic Balance Index II w/ Cap:  Cap 4.500%  1-Year Fixed Interest Account:  Rate 3.10% 1-Year PIMCO…