NAIFA | GovUpdate: DOL Proposes New Exemption for Fiduciary Advice
On 6/29, the DOL released a proposed “best interest” PTE for ERISA- and Internal Revenue Code-covered investment advice fiduciaries.
Athene | Earn a 50 BP Commission Bonus!
Athene is offering a 50 basis point (bp) commission bonus on all Athene fixed indexed annuity (FIA) sales in the IMO channel during July & August.
Global Atlantic | 20% Income Boost on Day 1
Within a two to three-week period, some portfolios were down 20-30%. What can you do to help put clients’ retirements back on track?
North American | Coming up at North American
MGA Update: New Digital Rollover Kit Available | Live Event July 9: NAC VersaChoice Livestream | Live Event July 14: Fidelity Talks Behavioral Finance.
American Equity | Now Available: New Destinations Fixed Index Annuity
The Destinations fixed index annuity offers clients multiple index-linked allocation options, with a volatility-controlled index developed in collaboration with Bank of America.
Global Atlantic | Adjustments to Choice Accumulation Commissions
Effective June 22, 2020, Global Atlantic is making adjustments to the commission schedules for Choice Accumulation II fixed index annuity.
Mutual of Omaha | Express – June 10th
Express: A Weekly Update for Mutual of Omaha’s Brokerage Sales Distribution | JUNE 10, 2020
North American | VersaChoice is Meant to be Illustrated
With the release of enhanced participation rates up to 200% on NAC VersaChoice fixed index annuity, clients may be interested in these enhanced strategies.
North American | MYGA 3 and 7 Rate Specials Change June 16
The 3 and 7-year rate specials on the North American Guarantee Choice multi-year guarantee annuities (MYGA) are changing effective June 16.
Global Atlantic | Our Rates are Changing Effective 6/15/20
Effective 6/15/20 Global Atlantic’s rates will change on SecureFore 3 & 5 Fixed Annuities. Download our rate sheet to see what other rates are available!