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…
The effort you put in at the end of one year can have a significant impact on how you start the next. This is a good time for settling accounts, getting your books in order, and conducting holiday marketing activities. But what are you doing to prep for the beginning of the new year? While…
Marketing and the way in which we do business are always evolving. This has been especially true over the last few years. As we move into a new year, we need to look at embracing new tactics, or revisiting older methods that have become viable again. For agents and advisors specifically, there are a few…
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…
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…
This is the time of year when most entrepreneurs are fully engaged in holiday marketing campaigns. The next few weeks will see businesses hitching themselves onto Black Friday, Cyber Monday, and other year-end sales wagons. However, there is another, often-overlooked event coming up that is also worthy of your attention – Small Business Saturday. The locally-focused…
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…
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…
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%…
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…
