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 3, 2013 | Insurance, Products & Carriers
Today one of my co-workers in Tailor Made, our elite agent services group at Creative Marketing, Nick Michale sent me the following email: “Mike: Just got my North American annuity statement. I have owned it for five years now. A charter 14. Up until now, the last...
by CreativeOne | Mar 1, 2013 | Insurance, Products & Carriers
For the millions of boomers moving into their golden years, many are quickly discovering the phrase “this isn’t your parents’ retirement” couldn’t be truer. Traditional retirement plans were often built around the three-legged stool concept, supported by pensions,...
by CreativeOne | Feb 15, 2013 | Products & Carriers
As key distributors of annuity and life insurance product for many manufacturers, we have the pleasure of meeting with them near the beginning of each year to collaborate on our plans. I thought I would highlight for you the results of our most recent joint session...
