by CreativeOne | May 29, 2012 | Insurance
Indexed annuities today present a number of encouraging features, from principal protection and lifetime income benefits to the opportunity to capture a portion of the market’s upside potential without being exposed to its downside risk. We’ve seen products offer...
by CreativeOne | May 29, 2012 | Insurance
by Janet Terpening Project Manager | Tailor Made It’s been nearly two years since the defeat of SEC Rule 151A, and we’ve since seen a growing number of states adopt the NAIC Suitability Model regulations. In the April 2012 edition of NAFA’s...
by CreativeOne | May 29, 2012 | Insurance, Products & Carriers
by Tom Felich Annuity Sales Consultant Winston Churchill once wisely said, “A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty.” Even though we’re facing historically low interest rates and a volatile market,...
by CreativeOne | May 21, 2012 | Insurance
Effective June 1, all Annexus producers will be required to complete the following training on the BalancedAllocation Lifetime Income Rider: the BALIR Launch (webinar) and the BALIR Only Brainshark. Note this includes producers in non-NAIC states, those not currently...
by CreativeOne | May 16, 2012 | Insurance
Effective May 22, Fidelity & Guaranty Life will discontinue the Accelerator Bonus 7 and 10. Transition rules include: last issue date of 5/22, cash in-house by 5/18 and 1035 exchange transfers in-house by 5/21. For more on this change, or to access information on...
