We are pleased to announce the addition of Great American Life Insurance Company's annuity products to our portfolio.  With an A rating from AM Best and more than 150 years' experience, Great American offers an additional choice when considering which product is best for your client.   In...

Stand-alone LTCi sales are not impacted.   In our predictably fluctuating financial market economy we occasionally see changes within the insurance industry which catch us all off guard. We are processing the information from Genworth and waiting on analysis which will provide us with additional...

Qualified Longevity Annuity Contracts are a fairly new form of retirement income annuity solution. Similar to an immediate annuity, the longevity annuity's goal is to provide income for life. However, payments may not begin until years (or even decades) after purchase.   Other Sources Use...

These brochures will provide you with information regarding different types of annuities which are outside the normal fixed traditional annuity world. An Alternative to CDs - A simple strategy for today’s low interest rate environment. Inherited IRAs - Advice for beneficiaries of a Traditional...

Prior to an application all companies require the completion of specific product training. This article details NAIC and carrier mandated CE and product training requirements. Annuity Training Requirements Prior to submitting an application all companies require the completion of CE and specific product training....

A Qualified Longevity Annuities Contract (QLAC) allows clients to defer taking income from required minimum distributions (RMDs) on a portion of their traditional IRA balance up to age 85 instead of the 70 1/2. QLAC Basics • View Brochure QLAC Regulation Overview • View Brochure QLAC Frequently...

Help your clients protect their future income needs by setting aside a premium to receive a fixed predictable guaranteed amount in the future. What is a Deferred (Delayed, Longevity) Income Annuity? • View Brochure Deferred Income Annuity Fact Sheet • View Sales Idea Charting a Path to...

Use the links below to refresh your understanding of qualified annuities and how they work: Voya/ING Brochure: 72T Information • View Brochure Flyer: What is an RMD and How Do RMD’s Work? • View Flyer Flyer: Traditional Annuities vs Roth • View Flyer Flyer: What is a 401k? •...

An annuity is a contact between a person and an insurance company. The client gives the company a sum of money, and in return is promised a monthly payout, generally for the rest of their life. There are many cases where annuities make sense for retirees or folks planning to retire soon. Other Resources Use...