Advisor Toolbox
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Webinars & Events
Buy-Sell Planning
Call-In: Discussion on Buy-Sell Planning PRESENTED BY Principal Learning Network DATE: Monday, May 7, 2018 TIME: 10:30 AM – 11:00 AM CST ADD TO CALENDAR Have you talked to your business owner clients recently about business succession planning? In this call we’ll...
read moreLTC Solutions using Life Insurance and Annuities
Webinar: LTC Solutions using Life Insurance and Annuities PRESENTED BY Michael E. Kepesky, JD CFP CLU ChFC, Director of Advanced Markets at The ASA Group DATE: Wednesday, May 16, 2018 TIME: 10:00 AM – 10:30 AM CST JOIN US FOR A QUICK WEBINAR TO LEARN THE LATEST...
read moreThe Latest Product and Industry Updates
Athene Suitability Form Updates
Athene has updated their Customer Identification and Suitability Confirmation Worksheet (17341, All States) and Annuity Suitability Questionnaire (55444, FL only). Both revised forms (Ver. 05/18) are available now on Athene Connect and should be used immediately.
read moreRate Increase – 6.30% PTP Cap at $100K and up – 5 Year Surrender
Rate Environment Getting Stronger Every Week One of our premier "A" rated carriers now has the highest PTP cap for a 5 year surrender product in the $100K and up market. The 6.30% cap product allows 10% penalty free withdrawals in ALL years. A 70% participation in...
read moreJohn Hancock Introduces New Accumulation IUL
John Hancock's new Accumulation IUL is now an even more competitive product for all cash accumulation scenarios. With unmatched income potential, greater downside protection and the unique benefits of the John Hancock Vitality Program, the new Accumulation IUL...
read moreJohn Hancock Updates Its Term Portfolio
New rates with more options to save and earn rewards for healthy living - effective May 14, 2018!
read moreWould a 3 or 4 Year Indexed Annuity Help Your Clients? 4 Year Cap 5.30%!
The ASA Group Now Offering 3 Year and 4 Year Surrender Indexed Products Your Case: 63-year old client is definitely going to retire in 4 years They have no idea if they'll need more income They don't want to lose any part of this $50,000 account They want it all...
read morePrulife® Universal Protector Lower Pricing Effective June 11, 2018
Prulife® Universal Protector Lower Pricing Effective June 11, 2018 Reprice Details Rate reduction of approximately 3% across all level pay premiums. Short pay scenarios will see moderate decreases Rate reduction of approximately 3% on BenefitAccess Rider (level pay...
read moreHighest Quality & Liquidity 5 Year MYGA – 3.20% Rate and 2.50% Commission
Offered Only to Registered Representatives (limited state requirements) and for Premium of $100,000 and Up One of our premier A+ rated carriers, with a 95 Comdex score, has just raised their 5 year fixed rate to 3.20% for premiums of $100,000 and higher. This...
read more“The Worst Possible Time to Retire” – Annuities Can Help Remove Some Risk
Using Annuities in a Bucket Approach to Retirement It's not up to me to tell you and your clients if now is "The Worst Possible Time to Retire" or not. I did read an article that discusses the complications faced in the retirement decision at this stage of the...
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