Welcome to Underwriting with Andrea! Your go-to resource for insights, tips, and strategies in the world of underwriting. Whether you’re a seasoned professional or just starting your journey, you’ll find practical advice, industry trends, and real-world examples to help you navigate the complexities of risk assessment and decision-making. Join me, Andrea, as we explore the art and science of underwriting, one topic at a time!

On The Move – June 21, 2022

On the Move

June 21, 2022 – Effective Date of Change Great American Life Insurance Company Fixed Index Annuity: American Landmark 3 50,000+ 1 Year S&P 500 Annual Point-to-Point with Cap:  Cap 6.25%  1 Year iShares U.S. Real Estate Annual Point to Point with Cap:  Cap 6.65%  1 Year iShares MSCI EAFE 1-year point-to-point with cap:  Cap 6.250%  1 Year Declared Rate Strategy:  Rate…

Read more

On The Move – June 14, 2022

On the Move

Protective Life June 14, 2022 – Effective Date of Change Fixed Index Annuity: Asset Builder II 10 No ROP 10,000+ 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 4.85%  1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 20% 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 4.70%  1-Year S&P 500 Performance Trigger:  Cap 3.65%  1-Year JP Morgan Mojave Index w/…

Read more

On The Move – June 7, 2022

On the Move

Allianz Life Insurance Company of North America June 7, 2022 – Effective Date of Change Allianz 222 Annuity 20,000+ 1-Year S&P 500 Monthly Sum Cap:  Cap 1.70%  1-Year S&P 500 Annual Point-to-Point Cap:  Cap 3.50%  1-Year Bloomberg US Dynamic Balance Index II w/ Spread:  Spread 3.35%  1-Year Bloomberg US Dynamic Balance Index II w/ Cap:  Cap 3.00%  1-Year Fixed Interest Account:  Rate…

Read more

On The Move – May 24, 2022

On the Move

May 31, 2022 – Effective Date of Change Global Atlantic Financial Group Choice Accumulation II 10 25,000+ 1 Year S&P 500 Annual Point-to-Point w/ Cap:  Cap 7.50%  1 Year S&P 500 Monthly Point-to-Point w/ Cap:  Cap 1.20%  2 Year BlackRock Diversa Volatility Control w/ Spread:  1 Year Fixed Rate:  Rate 3.00% 1 Year MSCI EAFE Point to Point with Cap:  Cap…

Read more

On The Move – May 10, 2022

On the Move

May 10, 2022 – Effective Date of Change Protective Life Asset Builder II 10 No ROP 10,000+ 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 3.85%  1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 19% 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 3.60%  1-Year S&P 500 Performance Trigger:  Cap 3.35%  1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 79%…

Read more