March 15, 2023 – Effective Date of Change Lincoln Financial Group Lincoln OptiBlend 10 10,000+ Lincoln OptiBlend 10 100,000+ Lincoln OptiBlend 10 CA 10,000+ Lincoln OptiBlend 10 CA 100,000+ Lincoln OptiBlend 7 10,000+ Lincoln OptiBlend 7 100,000+ Lincoln OptiBlend 7 CA 10,000+ Lincoln OptiBlend 7 CA 100,000+ March 16, 2023 – Effective Date of Change Upstream Life MYGA
The age-old adage “steel sharpens steel” illustrates how, by surrounding ourselves with greatness, we too can achieve greatness. This is the driving force behind the IAMS Life & Annuity Academy. As IAMS’ first in-person event of 2023, the Academy brings together experts in the financial services space, including top producers, carriers, and industry leaders, to…
March 8, 2023 – Effective Date of Change Fidelity & Guaranty Life Insurance Company of New York Fixed Indexed Annuity FGNY Index-Choice 10 10,000+ Fixed: Rate 3.00% S&P 500 Monthly Point-to-Point: Cap 2.25% S&P 500 Monthly Averaging: Cap 7.25% S&P 500 Annual Point-to-Point: Cap 7.00% March 10, 2023 – Effective Date of Change American Equity Investment Life Insurance Company MYGA GuaranteeShield 5 10,000+ 4.65%…
February 28, 2023 – 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 8.500% 2-Year Point-to-Point GS Momentum Builder : Part Rate 225% 1-Year Point-to-Point GS Momentum Builder : Part Rate 155% 2-Year Point-to-Point J.P. Morgan Strategic Balanced : Part Rate 197% 1-Year Point-to-Point J.P. Morgan Strategic Balanced : Part Rate…
At its core, Capital Transfer is the process of transferring a client’s assets to their beneficiaries in the most tax-efficient manner possible. Because they are allowed an unlimited transfer of assets to a spouse, Capital Transfer typically revolves around the transfer of assets to the next generation. Life insurance is a very common tool used…
February 21, 2023 – Effective Date of Change Lincoln Financial Group Fixed Indexed Annuity Lincoln OptiBlend 10 10,000+ 1-Year S&P 500 Point-to-Point with Cap: Cap 7.75% 1-Year Fixed Account: Rate 3.60% 1-Year S&P 500 Participation: Part Rate 35% 1 Year Fidelity AIM Dividend Participation: Part Rate 150% 1 Year BlackRock Dynamic Allocation Participation: Part Rate 175% 2 Year BlackRock Dynamic Allocation…
Professional development is paramount to success. This applies to any line of work, especially to those in the financial services space. This has always been a fast-paced industry, but the past few years have thrown more wrenches into the proverbial gears than any of us have seen in a long time. Market volatility. Concerns of…
February 8, 2023 – Effective Date of Change American Equity Investment Life Insurance Company MYGA GuaranteeShield 3 10,000+ 4.35% GuaranteeShield 3 100,000+ 4.60% GuaranteeShield 3 250,000+ 4.70% GuaranteeShield 5 10,000+ 4.85% GuaranteeShield 5 100,000+ 5.10% GuaranteeShield 5 250,000+ 5.15% Global Atlantic Financial Group MYGA SecureFore 3 10,000+ 3.50% SecureFore 3 100,000+ 4.00% SecureFore 5 10,000+ 3.85% SecureFore 5 100,000+ 4.35% SecureFore 7 10,000+ 3.85% SecureFore 7 100,000+ 4.35% Liberty Bankers Life MYGA Bankers 3 10,000+ 4.50% Bankers 5 10,000+ 4.60% Bankers 5 Premier 10,000+ 4.90% Bankers…
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 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.…
