Annuity Mechanics Archives - Creative Edge

BCA Suite of FIAs: Leverage the Innovation of Professor Jeremy Siegel

Leverage Index Innovation from an Industry Legend Advanced methodologies offer more consistent long-term growth in the latest index from Wharton Professor Jeremy Siegel, available exclusively in BCA FIAs.       The WisdomTree Siegel Strategic Value IndexTM, available exclusively in the Athene® BCA® Suite of Fixed Indexed Annuities, is an innovative index from economic icon… Read More


Ibbotson’s Behavioral Finance Index

2-minute Video Introducing Clients to the NYSE® Zebra Edge® Index.       NEW CLIENT VIDEO     Press Play to introduce clients to the NYSE® Zebra Edge® Index     This new, two-minute client video is a powerful way to introduce your clients to the Nationwide New Heights® fixed indexed annuities and the NYSE®… Read More


Let i4Life Lead the Way

i4LIFE® Indexed Advantage – Income Option i4LIFE® Indexed Advantage is an annuity payout option rider available with Lincoln Level Advantage® Indexed Variable Annuity contracts. The rider provides lifetime income, upside potential, access to the Account Value and a death benefit, and tax-efficient income with nonqualified contracts. i4LIFE® Indexed Advantage provides: Lifetime Income: An income stream… Read More


Important Changes to PrimePath®

As one of North American’s top sellers, the PrimePath fixed index annuity has delivered an attractive mix of income potential, protection, accumulation, and legacy. Effective June 4, they have launched more options for your clients with new index strategies and the Morgan Stanley Dynamic Contribution (MSDC) Index with the following crediting methods: Annual Point-to-Point with… Read More


Back by Popular Demand: BCA RMD and Legacy 4% Sales Solution

RMD and Legacy Sales Solution Show them a smarter strategy for protecting their legacy while taking RMDs.


Leverage Two Exclusive Shiller Value Strategies in the Athene BCA Suite of FIAs

  New Global Strategy from Shiller Expands Diversification Possibilities. Athene BCA Now Features Two Exclusive Shiller Value Index Options Leverage U.S. and Global index options designed by renowned economist Professor Robert Shiller – available only with the Athene® BCA® Suite of Fixed Indexed Annuities (FIAs). Offer clients even broader diversification with: NEW! Shiller Barclays Global… Read More


Nationwide New Heights Renewal Rates

Nationwide’s Ongoing Commitment to Our Members.     Honoring our commitmentto our members Nationwide is committed to offering competitive index allocations at contract purchase and the highest possible index allocations when interest earnings are credited. Consistent Renewal Index Allocations


The Secret to FIA Success? The Index Inside

RIAs, it’s time to rethink….   New Research from ZEBRA CAPITAL for 2019 DOWNLOAD THE research » Last year, Roger Ibbotson wrote a groundbreaking white paper, showing a smart alternative to bonds in retirement portfolios. But NOT ALL bond alternatives are created equal. Now the next chapter in the research from Zebra Capital highlights the… Read More


National Western Life Raises Withdrawal Benefit Rider Rollup Rates to 5%

Rollup Rates on the Rise National Western Life Insurance Company (NWL®) has increased the interest rate (sometimes referred to as a rollup rate) to 5% on its Income Outlook and Income Outlook Plus 5 Guaranteed Withdrawal Benefit Riders. “This increased rollup rate solidifies our leadership position in solves for early income and extends our ability… Read More


Writing 403(b) business?

Are you writing 403(b) business?  North American may have the tools to help your business grow. A 403(b) tax-sheltered annuity is a retirement program allowed by the Internal Revenue code, allowing employees of most tax-exempt 501(c) (3) organizations to contribute pre-tax dollars for their retirement. The 403(b) plan regulations clarify that a 403(b) plan is… Read More