January 19, 2021
We are pleased to announce that Trust and Corporate-owned policy owners can now register on Client Portal!
Simply, follow the link, click “Sign-Up“, and enter policy #.
As of 2/1/2021, we will require the revised 12/20 version of the Suitability Questionnaire. Please do not store the app packs on your desktop.
For the most up-to-date applications, please retrieve them from oceanviewlife.com.
We have also modestly increased the rates on our 4- and 6- year MYGAproducts by 10 basis points.
Rates:
Effective 1/18/2021
4- Year: 2.60%
6- Year: 2.70%
Applications are available at www.oceanviewlife.com. If you have any additional questions, please call us at 833.656.7455.
Thank you for your business and continued support as we enter the new year!
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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