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…

The United States Capitol, the home of the United States Congress. Washington, D.C.

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…

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…