On The Move – November 22, 2022

November 28, 2022 – Effective Date of Change Global Atlantic Financial Group MYGA SecureFore 3 10,000+  4.50% SecureFore 3 100,000+  5.00% SecureFore 5 10,000+  4.90% SecureFore 5 100,000+  5.40% November 30, 2022 – Effective Date of Change Aspida MYGA Synergy Choice 2 25,000+  3.95% Synergy Choice 2 100,000+  4.10% Synergy Choice 3 25,000+  4.85% Synergy Choice 3 100,000+  5.00% Synergy Choice 5 25,000+  5.25% Synergy Choice 5 100,000+  5.40% Synergy Choice 7 25,000+  5.40% Synergy Choice 7 100,000+  5.55% Oceanview Life…

On The Move – November 15, 2022

November 15, 2022 – Effective Date of Change Integrity Life Insurance Compan y Fixed Indexed Annuity Integrity Indextra 5 15,000+ 1-Year Point-to-Point S&P 500:  Cap 10.25%  2-Year Point-to-Point GS Momentum Builder :  Part Rate 200% 1-Year Point-to-Point GS Momentum Builder :  Part Rate 175% 2-Year Point-to-Point J.P. Morgan Strategic Balanced :  Part Rate 200% 1-Year Point-to-Point J.P. Morgan Strategic Balanced :  Part…

On The Move – November 8, 2022

November 9, 2022 – Effective Date of Change Liberty Bankers Life Fixed Annuity Liberty Choice 5,000+  3.75% w/ 1.00% Bonus Liberty Select 5,000+  3.75% w/ 1.50% Bonus 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+  4.80% Bankers Elite 5 10,000+  5.10% Bankers Elite 7 10,000+  5.00% Bankers Elite 9 10,000+  5.00% November…

On The Move – November 1, 2022

November 1, 2022 – Effective Date of Change Clear Spring Life Fixed Indexed Annuity Highlander 10,000+ S&P 500 1-Year Point-To-Point With Cap:  Cap 7.50%  S&P 500 1-Year Point-To-Point With Participation:  Part Rate 35% 1 Year Fixed Rate Strategy:  Rate 3.50% S&P 500 MARC 5% ER 1-Year Pt-to-Pt w/Participation :  Part Rate 165% Highlander 7 10,000+ 1 Year Fixed:  Rate 4.00% S&P MARC 5%…

On The Move – October 25, 2022

October 25, 2022 – Effective Date of Change Lincoln Financial Group Fixed Indexed Annuity Lincoln OptiBlen 10 10,000+ 1-Year S&P 500 5% Daily Risk Control with Spread:  Spread 1.00%  1-Year S&P 500 Point-to-Point with Cap:  Cap 9.50%  1-Year Fixed Account:  Rate 4.10% 1-Year S&P 500 Participation:  Part Rate 35% 1 Year Fidelity AIM Dividend Participation:  Part Rate 150% 1 Year BlackRock…

Social Security money

Breaking Down the 2023 COLA Increase

The nearly 65 million Americans who receive Social Security retirement benefits will receive the biggest cost-of-living increase in more than 40 years. The Social Security Administration (SSA) announced last week an 8.7% COLA boost for 2023. This marks the largest COLA increase since 1981 and follows last year’s 5.9% increase. The increase will see the average monthly…

On The Move – October 18, 2022

October 19, 2022 – Effective Date of Change Farmers Life Insurance Company MYGA Farmers Safeguard Plus 10 10,000+  5.10% Farmers Safeguard Plus 3 10,000+  4.55% Farmers Safeguard Plus 5 10,000+  5.05% Farmers Safeguard Plus 7 10,000+  5.05% Aspida Synergy Choice MYGA 2-Year   4.10% 3-Year   4.85% 5-Year   5.20% 7-Year   5.35%

On The Move – October 11, 2022

October 15, 2022 – Effective Date of Change Integrity Life Insurance Company Fixed Indexed Annuity Integrity Indextra 5 15,000+ 1-Year Point-to-Point S&P 500:  Cap 8.750%  2-Year Point-to-Point GS Momentum Builder :  Part Rate 200% 1-Year Point-to-Point GS Momentum Builder :  Part Rate 155% 2-Year Point-to-Point J.P. Morgan Strategic Balanced :  Part Rate 190% 1-Year Point-to-Point J.P. Morgan Strategic Balanced :  Part Rate…

On The Move – October 4, 2022

October 4, 2022 – Effective Date of Change American National Insurance Company Fixed Annuity Century Plus 5,000+  2.80% w/ 5.00% Bonus Century Plus 100,000+  2.90% w/ 5.00% Bonus Palladium Group Fixed Deferred 0+  3.10% Wealth Quest Citadel 5 Diamond 5,000+  2.90% w/ 1.00% Bonus Wealth Quest Citadel 5 Diamond 100,000+  3.00% w/ 1.00% Bonus Wealth Quest Citadel 7 Diamond 5,000+  3.10% w/ 2.00% Bonus Wealth Quest Citadel 7…