Its National Annuity Awareness Month! This means it is a great time to spread your #AnnuityAwareness. For example, data shows pre-retirees who feel most prepared for retirement are 10x as likely to have an annuity in their financial portfolio.1 Join the online conversation by using #AnnuityAwareness, and check out the Indexed Annuity Leadership Council’s educational… Read More
Annuity Mechanics Archives - Creative Edge
Tools for Your Clients to Understand How Shield Can Help. Brighthouse ShieldSM Annuities are designed to help clients take advantage of the growth opportunities equities offer while providing a level of protection in down markets. These tools can help clients see it in action. Give your clients a “hands-on” lesson with the Shield Interactive… Read More
CreativeOne is excited to team up with Brighthouse Financial. Contact your CreativeOne sales team at 800.992.2642 for details.
3.35% guaranteed interest rate* for 5 years CBLA 5 is a NEW Single Premium Multi-Year Guaranteed Rate Annuity that, in addition to the guaranteed 3.35% interest rate, also provides: Monthly Interest Option available after 30 days 10% free withdrawals after the first year An RMD friendly solution A nursing home waiver This is a limited… Read More
Update on DOL fiduciary rule I am writing you today to give you an important update relating to the Department of Labor (DOL) fiduciary rule. Last December, in an email to all Allianz PreferredSM agents, we mentioned that we would be implementing a pilot program through which we would select a limited sample of submitted… Read More
Related terms: Annuities, Annuity Mechanics, Breaking News, Carrier Announcements / Updates, Industry News, Legislation, Product News, Product Training & Knowledge, Product Updates, Products & Carriers, Suitability / Compliance
Join us as Cory Zafke of Allianz Life discusses the three major items that can impact a client’s retirement including: Health care Inflation Taxation
A 3.1 % Special Interest Rate ON FG Guarantee-Platinum® 5 is Almost Here For a limited time, the interest rate on Fidelity & Guaranty Life’s FG Guarantee-Platinum ® 5 single premium fixed traditional will increase to 3.10%, guaranteed for five years. Don’t waste time getting this special interest rate to your clients! The interest rate special… Read More
Nationwide New Heights ® 12 offers a strategy option with: 100 % Index Participation 0% Spread No Cap The Nationwide New Heights® fixed indexed annuities feature J.P. Morgan MOZAIC ℠ Index (USD). Created by the award-winning designers at J.P. Morgan,¹ the potential benefits include: A globally diversified approach using 12 asset classes, including equities, fixed income… Read More
Effective, July 2, 2016, Athene BalancedChoice Annuity (BCA) will be adjusting the strategy option allocation percentages. View the official notice and deadlines here. Please contact your CreativeOne sales team at 800.992.2642 if you have any questions or would like any additional information.
Do market movements have your clients concerned about their bottom line? What if you could show them a way to capture the gains below the line? One of our most popular presentations dramatically illustrates the value of achieving ‘gains below the line’ with the annual “ratchet and reset” feature of the fixed indexed annuity. Contact… Read More