6 things to know about Global Atlantic’s Enhanced Death Benefit Take a look at the infographic to learn 6 reasons the optional Enhanced Death Benefit1 (EDB) with Choice Accumulation II Fixed Index Annuity can help your client’s leave a lasting legacy. Would your clients like to grow their legacy by 7% for up to fifteen years?… Read More
Annuity Mechanics Archives - Creative Edge
NEW Suitability & Best Interest Requirements in New York
The New York State Department of Financial Services (NY DFS) has released the final version of best-interest Regulation 187 (NY 187) Suitability and Best Interests in Life Insurance and Annuity Transactions. This regulation requires producers and insurers to implement a process that ensures they’re acting in the consumer’s best interest when recommending an annuity or… Read More
Related terms: Annuity Mechanics, Breaking News, Industry News, Legislation, Life, Suitability / Compliance, Training, Uncategorized
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
Related terms: Annuities, Annuity Mechanics, Product Training & Knowledge, Products & Carriers, Uncategorized
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.
Related terms: Annuities, Annuity Mechanics, Products & Carriers, Sales Strategies, Uncategorized
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