Athene Benefit 10 Available in MN, IL and CT


The Athene Benefit 10SM fixed indexed annuity is now available in Minnesota, Illinois and Connecticut. Product Features: 10-year surrender charge period Enhanced Benefits Rider included (with an annual Rider Charge) All rider benefits calculated from a single Benefit Base 8% Benefit Base Rate for contract years 1-10 (simple interest credited on each Contract Anniversary)1 Premium… Read More

FGL Webinar: Introducing Safe Income Plus


Join Fidelity & Guaranty for a Webinar discussing their fixed deferred indexed annuity, Safe Income Plus® This FIA product drives income through guarantees and has some of the highest guarantees in the industry. Tuesday, January 27, 2015 11:00 a.m. – 11:30 CST Register now!   

North American webinar – January 21, 2015


You’re Invited Ignite Annuity Confidence North American and industry icon Bill Harris have partnered together to help give your business an instant boost. By fueling you with new product solutions as well as time-tested sales ideas you can Ignite YOUR Annuity Confidence! Wednesday, January 21, 2015 4:00 p.m. (Eastern) | 3:00 p.m. (Central) | 2:00 p.m. (Mountain)… Read More

NAFA principles for use of professional designations


Document Purpose Statement NAFA fully supports producers’ continuing education efforts as this commitment benefits your clients, the companies with whom you do business and the industry. NAFA also enthusiastically supports producers’ pursuit of professional designations to further their professional abilities and knowledge. However, in recent years, the number of designations that are used by individuals and… Read More

2014 – 2015 Cost of Living Adjustments and Tax Act Changes

tax  word cloud

IRA, Simple 2014 2015 Maximum Contribution-Traditional IRA, Roth IRA Age under 50 Age 50 or over $5,500 $6,500 Age under 50 Age 50 or over $5,500 $6,500 Maximum SIMPLE Salary Reduction Age under 50 Age 50 or over $12,000 $14,500 Age under 50 Age 50 or over $12,500 $15,500 Deductibility Phaseout Single filer Joint Filer… Read More

Better email results? Get personal!


Email marketing can be a powerful tool. But like most tools, it’s only as effective as the person wielding it. Just as a hammer can be used to build a wall or smash a hole in it, your email marketing campaign can either strengthen relationships or harm them. It’s important to remember that the people… Read More

Important annuity product changes from FGL

FGL changes

The following product updates apply to any Prosperity Elite® series and Safe Income Plus® applications that are not funded and in good order prior to January 29, 2015. Prosperity Elite 7* • Enhancement package The charge for the Guaranteed Minimum Death Benefit (GMDB) rider will change to 50 bps • Protection package The charge for… Read More

Power Select Builder and Power Select Plus Income product updates


American General is continually analyzing the market to offer clients products that help them protect and plan for their retirement.  Recent drops in interest rates have an impact on those decisions.  The following changes will go into effect January 5, 2015: New graduating Maximum Annual Withdrawal Amount (MAWA) structure, including Age Bands starting at 55… Read More

Allianz announces upcoming fixed index annuity changes

December 18 2014

by CreativeOne -


As you know, economic uncertainty continues to have negative effects on the interest rate environment and, in turn, our industry. Therefore, Allianz will be making the following changes effective January 6, 2015: Allianz 365i® Annuity premium bonus is changing from 5% to 4% › Read more MasterDex X® Annuity premium bonus is changing from 5%… Read More

CreativeOne appoints Don Spini as EVP, Annuity Distribution


Please join me in welcoming Don Spini as a new employee and teammate at CreativeOne.  Don will assume the role of Executive Vice President of Annuity Distribution. He will work closely with the CreativeOne ownership team in the direct annuity channel. Don will be working hands-on with our sales teams in Leawood, KS, Tempe, AZ… Read More