Americo | Important MYGA Rate Change Notice

Americo | Important MYGA Rate Change Notice

Americo | Important MYGA Rate Change Notice
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New Annuity Rates Effective January 17, 2024

 

Platinum Assure Series Multi-Year Guaranteed Annuity rates will change effective January 17, 2024.

New contracts issued on or after January 17, 2024, will receive the new rate. Applications must be received in the Home Office by January 16, 2024, 5:00 PM, Central, to lock in current rates.

All funds on applications received by the end of the day on January 16, 2024, must be received in the Home Office by March 1, 2024, 5:00 PM, Central, to receive the current rate. 

Click on the link below to view the new rates.

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

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Wellcare | Insider – Important Updates and Reminders

Wellcare | Insider – Important Updates and Reminders

Wellcare | Insider – Important Updates and Reminders
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Important Updates and Reminders for WellCare Agents

Welcome to the latest edition of Wellcare Insider, your source for important updates and reminders to help you provide excellent service and grow your business all year long

Today’s edition has information on the following topics:

  • OEP Best Practices – Navigate MA OEP with strategies for success
  • Formulary Search  Find formularies with fast and accurate searches
  • DST-SEP Review – Brush up on Disaster Special Enrollment Periods
  • Broker Resources – Bookmark these links for ongoing sales success

MA OEP Best Practices

Navigating the do’s and don’ts for activities during the Medicare Advantage Open Enrollment Period (OEP) can make all the difference between surviving or thriving year-round. Understanding the rules and leveraging your knowledge throughout the period can help set you up for your most successful year yet.

Start by reviewing some of the do’s and don’ts for marketing and sales activities:

Learn more about allowed and disallowed MA OEP marketing activities by reviewing the Medicare Advantage Open Enrollment Period Marketing Guidelines.

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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Global Atlantic | 2024 Financial Professional Bonus Sales Commission

Global Atlantic | 2024 Financial Professional Bonus Sales Commission

Global Atlantic | 2024 Financial Professional Bonus Sales Commission
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Introducing a new way to elevate your earning potential. Earn up to an additional 1.50% in bonus commission when you sell certain products through eApplication. This program applies to business issued beginning December 1, 2023 and runs through the end of next year, December 31, 2024.

Start earning more! Submit an eApplication through your IMO or by using Global Atlantic’s SnapApp.

Financial Professional Sales Tiers | Bonus

0 – $2,000,000

0.00%

$2,000,000 – $4,000,000

0.50%

$4,000,000 – $6,000,000

0.75%

$6,000,000 – $8,000,000

1.00%

$8,000,000 – $10,000,000

1.25%

$10,000,000 – $100,000,000

1.50%

Must include 5 or more issued contracts to be eligible for bonus

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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Global Atlantic | 2024 Financial Professional Bonus Sales Commission

Global Atlantic | 2024 Incentives & FIA Enhancements

Global Atlantic | 2024 Incentives & FIA Enhancements
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Product Updates

Fixed Index Annuity Enhancements – Effective January 16, 2024

Issued by Forethought Life Insurance Company

Effective January 16, 2024, we are updating our fixed index annuity product suite with several compelling new features and options. These enhancements reflect Global Atlantic’s ongoing commitment to offering competitive products with meaningful benefits at reasonable costs.

Availability applies to new business only. Not all products, features, and materials are available at all firms or in all states.

Please note that these updates do require Financial Professionals to retake NAIC product training.

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

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Wellpoint | OEP – Opportunities & Guidelines for Brokers

Wellpoint | OEP – Opportunities & Guidelines for Brokers

Wellpoint | OEP – Opportunities & Guidelines for Brokers
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Supporting Clients and Prospects
During OEP January 1 – March 31, 2024

 

Medicare’s Open Enrollment Period (OEP) provides Medicare Advantage beneficiaries a one-time opportunity to make a change to their 2024 plan. During this time, you will have opportunities as well; to support prospects that are seeking help to make a change, and to strengthen your role as a trusted Medicare advisor.

Know the rules

You can help beneficiaries, who reach out to you, find a plan that is better for them. Read our OEP Fact Sheet to ensure you know what you can and can’t do to grow your business during OEP.

Retention opportunity

Be proactive! Take time to check in with your clients to ensure they understand their benefits and have what they need to begin using them. Doing so will help strengthen your rapport and may impact plan retention.

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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