Monday, July 30, 2012

FW: Webinar: New Phoenix Product that provides an Income rider with enhanced payout for LTC and a death benefit rider

 

 

Phoenix masthead

You're Invited!

Wednesday, August 8th, 11 a.m. Central Standard Time

Click Here to register.

 

Join us for all the details on Phoenix's newest products, featuring:


All New! Phoenix Personal Protection Choice
single premium indexed annuity with combination benefits:

 

• Income Protection-guaranteed lifetime income

• Care Protection-enhanced care benefit

• Family Protection-enhanced death benefit


New!  Benefits on Phoenix Index Select Gold Bonus
Income and Family Protection Rider

• Guaranteed lifetime income

  AND

• Enhanced death benefit

Introducing REALIZE Personal Retirement Analysis


Wednesday, August 8th, 11 a.m. Central Standard Time

Click Hereto register.

 

If you would like to talk with us personally please call us at

Schaefer Financial Group

877-257-8246

Great American Life News

 

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Friday, July 27, 2012

Phoenix Annuity Rates - August 2012

 


Masthead_Phoenix_PMS187 

Rates are effective as of August 1, 2012. There were a small number of changes from July to Phoenix Personal Protection Choice, Phoenix Personal Income Annuity and Phoenix Select Plus. Please click on the product links below to download the rate flyer. To open click download button in lower left corner.

Phoenix Personal Income Annuity

Phoenix Personal Protection Choice

Phoenix Reflections Gold Bonus


Phoenix Index Select Gold Bonus

Phoenix Select Plus

 

Effective August 1, 2012
 
 To learn more, call the Phoenix Annuity Sales Desk at
(888) 794-4447, option 1.

 




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The Phoenix Companies, Inc.
One American Row
Hartford, CT 06013
US

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Sentinel Annuity Update! New Crediting Rates

 

Sentinel Torch 

Sentinel Security Life Insurance Company 

 

 

  

New Crediting Rates Take Effect August 10, 2012

 

Dear Sentinel Annuity Agents,

 

Sentinel has been committed to providing some of the highest rates offered in a multiyear guarantee annuity with our Personal Choice product. However, due to the downward pressure of market conditions, Sentinel will begin to offer the Personal Choice Annuity™ with the following rates and associated effective dates:  

 

New Crediting Rates as of

August 10, 2012

 

All States (Except Florida & Minnesota)

5-Year             7-Year             10-Year

3.10%             3.20%              3.45%

 

Florida Rates (Death Benefit Included in Rate)

5-Year             7-Year             10-Year

3.00%             3.10%             3.35%

 

Minnesota Rates (No Market Value Adjustments Applied)

5-Year             7-Year             10-Year

2.80%             2.90%             2.95%

 

August 10, 2012-Date When New Crediting Rates Take Effect

Any applications signed on August 10, 2012 and later will receive the new crediting rates. An update to the Annuity Illustration Software will be available on this date as well.

 

August 9, 2012-Date Applications Must be Signed (to receive current rates)

Applications must be signed by August 9, 2012 or before to receive the old crediting rates.

 

August 16, 2012-Date Application Must be Received in Home Office (to receive current rates)

Applications signed by August 9, 2012 or earlier must be received in the Home Office by August 16, 2012 to receive the current crediting rates.

 

September 24, 2012-Date 45-Day Rate Lock Ends

All transfers and exchanges for any application signed on August 9, 2012 or earlier must be completed by September 24, 2012 in order to receive the current crediting rates.

 

We appreciate your continued support for the Personal Choice Annuity™ and Sentinel. We believe these rates are still very attractive and given the unique design of this product, will continue to offer some of the highest crediting rates available in the MYGA market. Download the August 10, 2012 rate sheet now. Follow us on Twitter (@SentinelLife) for ongoing announcements and company updates.

 

We look forward to our continued partnership.

 

Sincerely,

 

Sentinel Security Life 

2121 South State Street

Salt Lake City, UT 84115

1.800.247.1423

www.sslco.com

 

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This email was sent to jesse@schaeferfinancialgroup.com by agency@sslco.com |  

Sentinel Security Life Insurance Company | Home Office | 2121 South State Street | Salt Lake City | UT | 84115

Athene Annuity Announces August Interest Rates

 

View this e-mail online.

Athene Annuity & Life Assurance Company

 

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%

1.50%

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

3.40%

2.40%

2.54%

 

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%

 

 

New rates take effect on 8/6/12.

To obtain the current rates, complete application packages in good order must be signed and dated August 3, 2012 or earlier and received in our service center by Friday, August 10, subject to our normal rate hold procedures.

Applications may be submitted by overnight mail to the following address:

Athene Annuity & Life Assurance Company
6425 Powers Ferry Road, Suite 300
Atlanta, GA 30339

 

 

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 (R08-12)

Athene Annuity

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



This e-mail was sent by: Athene Annuity & Life Assurance Company
2000 Wade Hampton Blvd.
Greenville, SC, 29615, USA

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Tuesday, July 24, 2012

Important Interest Rate Changes - Preserve Multi-Year Guaranteed Annuity

 

Guggenheim Life and Annuity

 

Preserve Multi-Year Guaranteed Annuity

Download the interest rate sheet

Interest Rate Changes Effective August 1, 2012

Interest rates on the Preserve Multi Year Guaranteed Annuity will be changing effective August 1, 2012.

New Business Guidelines:
The interest rate changes will apply to applications received in the Home Office on or after August 1, 2012. We will accept faxed, signed applications to hold previous interest rates if faxed into the home office on Tuesday, July 31, 2012 by 5:00pm EST. Originals must be received in the home office on Wednesday, August 1, 2012 by 5:00 pm EST. No exceptions will be allowed. Fax to: (317) 574-6278.

IMPORTANT:
The 45-day rate lock will begin at the time the application is received and is held for 45 calendar days.

Now at our new location as of Monday, July 16, 2012.

Via Mail: 401 Pennsylvania Parkway, Suite 300, Indianapolis, IN 46280
Via Fax: (317) 574-6278

Please contact Marketing Support at 800-767-7749 or email us for questions or assistance.

We appreciate your business and thank you for your continued support.

 

 

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For Agent Information Only. Not Intended for Solicitation or Advertising to the Public.

Guggenheim Partners, LLC is a global, independent, privately held, diversified financial services firm. For more information visit guggenheimpartners.com.

This email is being sent to you by:
Guggenheim Life and Annuity Company
10689 North Pennsylvania Street, Suite 200
Indianapolis, IN 46280
Phone: 800 767 7749
Fax: 317 574 6278

Thursday, July 19, 2012

Read the Latest News from North American

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Please click the link below to read important information from North American.

 

Learn more about interest rate changes effective August 15, 2012.

 

 

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