Friday, August 31, 2012

Royal Select - New State Availability

 

 

Oxford Life Banner

 

Oxford Life Royal SelectTM New State Availability

 

Announcing Oxford Life Royal Select - now available in California, Oregon1, and Massachusetts1. Oxford Life Royal Select is our top-selling single premium fixed-indexed annuity.

California

  • Same great commissions as the Bonus Ten!
  • 7.00% Premium Bonus2
  • 7.00% GLWB Roll-Up rate (Only 50 Basis Point Rider Charge!)
  • Waiver of withdrawal charges for terminal illness, home healthcare and nursing home at no extra charge!(not available in all states)

 

1OR and MA approved for Non-MVA sales      2Vests over a 10-year period

 

RS222P

FOR PRODUCER USE ONLY - Not intended for soliciting or advertising to the public.

© OLIC 2012 Rev.8-2012

2721 North Central Avenue - Phoenix, Arizona 85004 - 1-800-308-2318


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Oxford Life Insurance Company
2721 N. Central Ave.

Phoenix, AZ 85004
US

Wednesday, August 29, 2012

Athene Annuity Announces September Interest Rates

 

 

 

 

September 2012

We are pleased to announce that we have increased new money rates on our ATHENE 7MYG multi-year guarantee annuity by 15 basis points for the month of September. All other Athene products unchanged. We remain focused on providing your clients with security and value despite a persistent environment of historically low interest rates.

 

All rates effective September 4, 2012

ATHENE Choice Series Fixed Index Annuities1

Immediate Premium Bonus

Fixed Account Year 1

Fixed Account Years 2-8

AP2P Cap (S&P 500)

1-Year MP2P Cap (S&P 500)

1-Year QP2P Cap (DJIA)

1-Year MAVG Cap (DJIA)

Enhanced Choice 8

2.00%

2.50%

1.50%

5.10%

2.55%

2.30%

5.00%

Choice 10

N/A

3.00%

N/A

5.10%

3.05%

2.55%

5.00%

Enhanced Choice 12

5.00%

2.25%

1.25%

4.60%

2.30%

2.05%

5.00%

 

 

ATHENE Income Riders

 

Income
Bonus

Rollup
Percentage

Rollup
Period

Rider
Cost

Guaranteed Lifetime Withdrawal Benefit Rider

1.00%

7.00%

10 Yrs

1.25%

Enhanced Guaranteed Lifetime Withdrawal Benefit Rider

1.00%

7.00%

10 Yrs

1.50%

 

 

ATHENE Traditional Multi-Year Guarantee Annuities

 

Guarantee
Period
(Yrs)

Yr 1
Rate

Yrs 2-7
Rate

Effective
Annual Rate

7 MYGA

7

3.55%

2.55%

2.69%

 

 

ATHENE MaxRate Multi-Year Guarantee Annuities

 

Guarantee
Period
(Yrs)

Yr 1
Rate

Yrs 2-5
Rate

Yrs 2-7
Rate

Effective
Annual Rate

MaxRate 5

5

3.40%

2.40%

N/A

2.60%

  Enhanced Liquidity

5

3.20%

2.20%

N/A

2.40%

MaxRate 7

7

3.85%

N/A

2.85%

2.99%

  Enhanced Liquidity

7

3.60%

N/A

2.60%

2.74%

 

 

For more information on our annuities and income riders, please contact our

Sales Desk at 855-4-ATHENE

 

* Non-guaranteed new money interest rates, cap rates and spread fees are subject to change at any time, normally monthly. Products/features may not be available in all states. These annuities contain limitations. See annuity contracts for complete details. (1)Choice Series: annual point-to-point (AP2P) cap will never be less than 2%. 1-year monthly point-to-point (MP2P) cap will never be less than 0.5%. 1-year quarterly point-to-point (QP2P) cap will never be less than 1%. 1-year monthly average cap will never be less than 5%. For new issues, a minimum guarantee of 1.00% currently applies to the Fixed Account until the end of the surrender charge period. The contracts' cash surrender value will never be less than 87.5% of the premium payment, less any premium taxes (if applicable) and withdrawals plus interest earned at 1%.

Dow Jones Industrial Average
is a service mark of Dow Jones & Company, Inc. Standard & Poor's 500® is a trademark of The McGraw-Hill Companies. Both have been licensed for use for certain purposes by Athene Annuity & Life Assurance Company. Annuities are not sponsored, endorsed, sold or promoted by Dow Jones or Standard & Poor's and Dow Jones and Standard & Poor's make no representation regarding the advisability of purchasing these annuities.

 

AN0006 (R09-12)

Athene Annuity

 

 

This e-mail was sent to: JESSE@SCHAEFERFINANCIALGROUP.COM



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2000 Wade Hampton Blvd.
Greenville, SC, 29615, USA

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Tuesday, August 28, 2012

One application - trip to Vegas*

 

 

Oxford Life Banner

 

Too good to be true -

Sell Only One App*

and earn a Vegas trip for two on us!

 

Oxford Life Banner

 

Sell ONLY $50,000 of single premium life by Nov. 15th and win a 3 day trip for two to Las Vegas

 

1 Sale* = 2 People, 2 Nights, and 3 Days in Vegas

Earn a trip for you and a guest to visit fabulous Las Vegas by selling ONLY $50,000 in deposited premium of Oxford Life Advanced Wealth TransferTM single premium life between September 15th and November 15th, 2012.

*CONTEST RULES AND DISCLAIMER: AWT applications must be submitted and received between September 15, 2012 and November 15th 2012 and be paid for by January 15th, 2013. Paid for total must be at least $50,000. Qualified producers must take trip by December 31st, 2013. Producer will give Oxford Life Insurance Company® 30 day advance notice for intended stay. Producer may choose to stay at the New York, New York, Paris or Treasure Island Hotel and Casino in Las Vegas Nevada. Hotel reservations and travel arrangements will be made by and paid for by Oxford Life Insurance Company. Oxford Life® will try to accommodate your choice of hotel and flights but reserves the right to change the hotel based on availability and cost. No cash remuneration will be paid in lieu of the trip. Oxford Life will pay for Hotel and Airfare only. Miscellaneous expenses will be paid for by the producer. Trip qualifies producer and guest only. Producer may qualify for only one trip and must be in good standing with Oxford Life at the time of the trip. Split policies will be credited as such and eligibility occurs after the policy has completed the 30-day free look period. Producer will receive a 1099 for the value of the trip. Interpretation of the rules is at the sole discretion of Oxford Life Insurance Company. Oxford Life reserves the right to change, cancel or otherwise modify this contest at any time.

 

AW214P

FOR PRODUCER USE ONLY - Not intended for soliciting or advertising to the public.

© OLIC 2012 Rev.8-2012

2721 North Central Avenue - Phoenix, Arizona 85004 - 1-800-308-2318


This email was sent to julie@schaeferfinancialgroup.com
You are receiving this email because you are registered with Oxford Life Insurance Company to receive this mailing. To manage your subscription preferences, or to remove your email address from our list, please do not reply to this email since it will only delay your request. Instead, please use the link below to process your subscription and removal requests.
preferences

Oxford Life Insurance Company
2721 N. Central Ave.

Phoenix, AZ 85004
US

Tuesday, August 21, 2012

First in Final Expense - Our Rates are Lower

 

Oxford Life is First in Final Expense

Seeing is believing. Oxford Life Final Expense Rates are LOWER! Launch email in your browser.

 

 

Female Non-Tobacco, Monthly Rates per $10,000 Face

Age

Oxford Life

Foresters
Current

Foresters
Previous

Columbian

Americo

Assurity

55

25.65

28.40

25.90

28.44

27.73

29.37

60

32.37

34.62

32.03

35.69

33.93

34.74

65

41.54

41.90

40.78

43.52

42.80

44.03

70

52.17

52.29

50.40

54.83

53.43

56.41

75

71.49

72.31

69.65

73.12

72.93

76.89

80

103.55

105.07

101.15

107.90

112.77

113.89

85

152.60

158.76

152.78

149.27

166.32

N/A

 

Sales Tools and Features now available from Oxford Life

 

·         Point of Sale Approval – Immediate no wait decision by
     phone interview

·         No Exam or Blood Test – Only a health questionnaire

·         Height and Weight Chart – Convenience of pre-screening
     potential clients

·         Knock-Out Rx Drug List – Streamlining the underwriting
     process

·         Dedicated Underwriter – Underwriter available anytime
     for any reason

·         Social Security Payment Draft Date – Protect
     commissions with Social Security payment dates as the
     effective draft date for your client's premium

120% Commission

 

               Call us at Schaefer Financial Group 877-257-8246 

1Premium rates on average with the competitors' ages and classifications listed above.

2Data in the comparison is based on competitor research intelligence analysis believed to be
current, reliable and published as of July 30th, 2012, but is subject to change. Not all products are
available in all States.

3Reduced commission on older ages.

 



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