Webinar: Winning Scenarios Using Nationwide's IUL & NLG Products PRESENTED BY Jordan Chase, CLTC - Regional Internal Consultant for Nationwide Financial DATE: Tuesday, September 10, 2019 TIME: 10:00 AM – 10:30 AM CST Join us for a conversation about some unique...
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Webinars & Events
Making the most of a good thing – Qualified business income deductions & Life insurance strategies.
Webinar: Making the most of a good thing – Qualified business income deductions & Life insurance strategies. PRESENTED BY Paul Cole - RVP for Transamerica Life DATE: Tuesday, August 27, 2019 TIME: 10:00 AM – 10:30 AM CST In this presentation we will review some of...
read moreThe Latest Product and Industry Updates
The Standard is Cutting Rates Effective August 29th – Yields Down & Volatility Up
“A” Rated Carrier Latest to Announce Cuts If you are actively working on either SPIAs or deferred annuity cases with ANY carrier, please contact us for rate lock information. The Standard’s new rates are shown below. ...
read moreAthene Cutting Rates on All Products & Income Rider Payouts
Crediting Rates and Income Rider Benefits Feeling Effect of Yield Curve Our carriers continue to adjust to the rapid drop in Treasury yields seen over the last 3 weeks. Please see the attached announcement from Athene. To preserve the higher rates, applications must...
read moreCome play golf with us!
We are seeking participants for the upcoming Ronald McDonald House Charities golf tournament on September 23rd, 2019. And while your participation in this event would be for a very good cause, we plan to have a GREAT time golfing, networking, and dining while...
read moreGreat American Rates Are Decreasing
Rates are decreasing for the products below. Please see the rate chart for more details. Click here to access business submission guidelines and dates to qualify for prior rates Fixed annuity rates effective August 26, 2019. SecureGain 5 SecureGain...
read moreRSL – Interest Rate Decrease, Effective 8/27/19
Rate Decrease - Effective Tuesday, 8/27/19 (for FIXED products) and Wednesday, 9/4/19 (for INDEXED products) Paperwork must be received in the home office by the close of business on Monday, 8/26 for fixed products and Friday, 8/30 for indexed...
read moreOxford Cutting Indexed and MYGA Rates August 10th.
Treasury Yield Swoon Having Quick Impact The new rate sheet has not been published to the carrier’s website at this time. See new rates below via our ARW system. The 10 year MYGA rate is 3.15% (disregard the erroneous 33.15% print). Please call David Smith if you have...
read morePacific Life Promise Term Reprice complete as of 8/5/2019
Remaining states for reprice, August 5, 2019: AL, AZ, CO, CT, IA, ID, KS, KY, LA, MA, MD, MO, MS, NJ, NV, OK, OR, SC, UT, WA, WI. Here are links to the Bulletin plus the updated competition flyers. In addition, all affected PL Promise Term marketing tool materials...
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