Allianz continues to provide exceptional Indexed annuities that create Lifetime Income guarantees.   They were recently upgraded to A+ by A.M. Best.  Click here  for more information. Click here  for a Quick Look at the top selling indexed annuity in the industry.  Contact Cathy Barner to talk about Indexed annuity products and how they might fit into your client's portfolio.    

Athene is still in the process of transitioning a large number of policies over to Accordia.  This process has taken longer than expected.  During the transition some scheduled drafts have been delayed, and there could be limited access to inforce information.  Please contact  Blaine Williams with any questions.   

 

American General continues to get traction with their Asset Protector concept that addresses all three areas of a financial plan - Dying too soon, Living too long, or getting sick along the way.  Join them October 22^nd for a webinar to learn how to turn illiquid death benefit into a liquid pool of money. 

Cincinnati Life has increased their first year fixed annuity rate to 2.2% and offer ROP.  A Great Product to consider as a CD alternative for your clients. 

 

John Hancock has continued to add on to their best in class resources for working with business clients.    Click here to access their Business Planning Brochure that covers the technical aspects of business planning along with great tips on marketing strategies utilizing social media.   Contact Nick for more details.

 

Do you have clients who are close to 70 ½ but don't need their RMD distributions.  Lincoln has a great piece on how to maximize Qualified dollars to leave a tax efficient legacy plan.    Click here for details.

 

Met Life just rolled out their Class Match.  From now until December 31 ^st, 2015 they will issue a new policy matching a client's inforce policy's underwriting class and face amount up to $1.5M with limited underwriting.    Check out the details. 

 

Nationwide just released their YourLife No-Lapse Guarantee SUL II with LTC rider.  It's a cash indemnity model that can help cover LTC expenses as well as provide a solution for legacy and estate planning needs.  Click here for some great case studies on how to utilize for an adult child and aging parent.