Annuity Mechanics Archives - Page 2 of 4 - Creative Edge

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


NYSE® EXPANDED OPPORTUNITIES INDEX

Available exclusively in the Transamerica Secure Retirement Index® II Annuity Objective: Long-term growthApproach: Leverages a proprietary asset class forecasting and allocation model that mimics the strategies used by the Solutions & Multi-Asset Group Asset Classes: Represented by 13 indices and exchange-traded funds (ETFs) with global exposure across equities, bonds, and alternatives. 1 Morgan Stanley Investment… Read More


Annuity Companies Look to Simplify the 1035 Process

February 13 2019

by Kati Hess

The 1035 exchange isn’t known for efficiency. An exchange between annuities usually requires multiple signed documents, a lengthy compliance and suitability review, and settlement as the funds are transferred between carriers. It’s not unusual for an exchange to take weeks, if not months. That could be changing though. According to a recent article in InvestmentNews,… Read More


Have you considered Target Income 10℠ from Delaware Life Insurance Company?

A fixed indexed annuity with exceptionally competitive lifetime income.   Click Here to Download ​the Product Brochure   Click Here to Download Illustrations ​& Literature Select your state to download the Product Profile for your area:  


Need a hand explaining North American SDA X?

Need a little help or clarification explaining North American’s Strategic Design Annuity (SDA X)?  Check out this quick video touching on some key points that SDA X might be able to offer to your clients today!     For additional information on the SDA X click here to access a copy of the client friendly… Read More


New Client Brochure Based on Roger Ibbotson’s Groundbreaking Research

Roger Ibbotson’s latest white paper declares FIAs may be a better bond alternative for clients approaching retirement. Now there’s a new client brochure that demonstrates how his behavioral finance research was applied to an index designed to offer the potential for higher returns with less risk. Show your clients how Nationwide New Heights® with the… Read More


National Annuity Awareness Month

Its National Annuity Awareness Month! This means it is a great time to spread your #AnnuityAwareness. For example, data shows pre-retirees who feel most prepared for retirement are 10x as likely to have an annuity in their financial portfolio.1 Join the online conversation by using #AnnuityAwareness, and check out the Indexed Annuity Leadership Council’s educational… Read More


Help keep your clients exposed to equities with a level of protection

Tools for Your Clients to Understand How Shield Can Help.   Brighthouse ShieldSM Annuities are designed to help clients take advantage of the growth opportunities equities offer while providing a level of protection in down markets. These tools can help clients see it in action. Give your clients a “hands-on” lesson with the Shield Interactive… Read More


CreativeOne teams up with Brighthouse Financial

CreativeOne is excited to team up with Brighthouse Financial. Contact your CreativeOne sales team at 800.992.2642 for details.