by CreativeOne | Aug 1, 2013 | Insurance
Our country is on the leading edge of the greatest transfer of wealth America has ever seen. Boomer generation business owners transferring their companies to family members or others account for this tidal wave of wealth. With that in mind, Forbes contributor Steve...
by CreativeOne | Aug 1, 2013 | Insurance, Products & Carriers, Uncategorized
On July 31, 2013, Annexus announced the following changes: 50 bps bonus comp on BalanceChoice AnnuityTM 8,10,12 until September 30 50 bps bonus comp on BalancedAllocation Annuity® 12 extended until September 30 100 bps bonus comp on Ohio BalancedAllocation Annuity®...
by CreativeOne | Jul 30, 2013 | Insurance, Products & Carriers
Athene announced an immediate rate increases of up to 20 basis points on Athene Annuity MYGAs and up to 125 basis points on annual point-to-point index caps in our ATHENE Accumulator 5sm and ATHENE Choice Series FIAs. All business issued beginning today will receive...
by CreativeOne | Jul 25, 2013 | Insurance, Products & Carriers
Last week celebrated the end of one phase of a legislative process, which may impact the U.S. pensions, annuities and the Employee Retirement Income Security Act (ERISA) tax-qualified sales. In support of the National Association for Fixed Annuities (NAFA), I had the...
by CreativeOne | Jun 26, 2013 | Marketing
If you’re like me, you usually keep magazines around – on your nightstand or coffee table – until the next issue arrives. There’s something about a quality magazine that compels you to read, and re-read content before eventually setting it aside. Truthfully, the...