NAIFA Webinar: How the DOL Fiduciary-Only Rule Will Impact Financial Professionals and Consumers

Book Recommendation from Carly Anderson, Senior Annuity Case Specialist:

Signs: The Secret Language of the Universe by Laura Lynne Jackson

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Events & Webinars

Product Updates

MYGA Rates:

3yr (A) - 5.30%
4yr (A) - 5.30%
5yr (A-) - 5.60%
7yr (A-) - 5.55%
10yr (B++) - 5.60%
10yr (A) - 5.35%

Global Atlantic ForeAccumulation II (new enhancements effective 5/20/2024!)

5, 7 & 10yr Durations Available
Product Has a 100% Rate Renewal History Meaning No Reductions Since product Launch in 2014
Extremely Competitive Rates:
11.35% 1yr S&P Cap Rate
10.00% 1yr S&P Cap Rate with Guaranteed Cap Lock (no renewal rate risk)
9.00% 1yr S&P Performance Trigger Rate
5.05% Fixed Rate
Optional Premium Enhancement Rider i.e.: Bonus of up to 12.00%!
Product Microsite

The Standard Enhanced Choice Index Plus

Industry Leading Death Benefit Rider (perfect alternative for Life Insurance if uninsurable)
Client gets the greater value of:
6.00% Guaranteed Growth each year (compounding)
200% Interest stacking (any interest earned on the account value, times 2)
Lump SUM payout to beneficiaries
Growth on the DB Rider to Age 85
Max Issue Age for Rider is Age 80
Extremely competitive COMP:
5.00% COMP on 5yr
6.00% COMP on 7yr
7.00% COMP on 10yr

Guaranteed Lifetime Income

Athene Ascent Pro Bonus 10 (BD version available as Ascent Pro 10)
25% Income Base Bonus
3.00% Premium Bonus
Guaranteed 10.00% Simple Interest Roll-Up on Income For Each Year of Deferral
Single or Joint Life Income, Level or Increasing Income Options
Extremely Competitive Withdrawal Rates (.50% lowered for Joint):
At Age 60 - 5.55%
At Age 65 - 6.20%
At Age 70 - 6.70%
At Age 73 - 7.00%

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Optimized Insurance Planning is a national network of experienced Insurance Planners dedicated to supporting the financial services industry. We understand and embrace a holistic financial planning process by approaching risk management solutions to include annuities, life, and long-term care insurance.

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