Category: Annuity News
Regulation Best Interest
The SEC has approved new rules and guidelines surrounding the relationship between customers and brokers/advisors. The rules are set to go in to full effect on June 30, 2020. For your convenience, the link to the SEC press...
Read MoreAMERICAN EQUITY RATE NOTICE: Reduction to Interest Rates, LIBR changes
Top Participation Rate Carrier Feeling the Pinch American Equity has been our top participation rate carrier for the last 3 months. See below the adjustments being made to their interest rates as well as their living benefit...
Read MoreLINCOLN RATE NOTICE: Mid Month Reduction To Rates
Rate Lock Available for this A+ Rated Carrier Through Sunday The OptiBlend series for Lincoln has been popular for the 5 year accumulation product and the unique i4Life rider available on the 7 and 10 year chasses. Attached are...
Read MoreRetirement Income Security – Free Assessment Tool Available to the Public.
Retirees Concerned About Running out of Money – Public Campaign Ongoing In previous newsletters, we have addressed the statistics as to what concerns future retirees the most. “Running out of money” continues to top that list....
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