Tuesday, September 10, 2013

RSL- Interest Rate & Cap Increase!

 

 

 

 

Interest Rate & Cap Increase!
Effective 9/10/2013

 


For a PDF of this rate bulletin, please click here (link will remain active for 30 days.)

 

                  

The Keystone Index Annuity

Product
                               

New Rates

Old Rates

Change


Keystone-5

 

Annual Pt-to-Pt Cap

4.05%

3.80%

+0.25%

Annual Monthly
Average Cap

4.55%

4.30%

+0.25%

Fixed Interest Rate

2.40%

2.10%

+0.30%


Keystone-7

Annual Pt-to-Pt Cap

4.30%

4.05%

+0.25%

Annual Monthly
Average Cap

4.80%

4.55%

+0.25%

Fixed Interest Rate

2.45%

 2.15%

+0.30%

                               
Keystone-10

 

 

 

Annual Pt-to-Pt Cap

4.55%

4.30%

+0.25%

Annual Monthly
Average Cap

5.05%

4.80%

+0.25%

Fixed Interest Rate

2.50%

 2.20%

+0.30%

 

Traditional Bonus Annuity


Product

New Rates
Base + Bonus / Base

Old Rates
Base + Bonus / Base

Change
Base + Bonus / Base

Eleos-MVA

3.60% / 2.60%

3.30% / 2.30%

+0.30%

Eleos-SP

3.45% / 2.45%

3.15% / 2.15%

+0.30%

Apollo-MVA

3.40% / 2.40%

3.10% / 2.10%

+0.30%

Apollo-SP

3.25% / 2.25%

2.95% / 1.95%

+0.30%

 

For more information contact:
Reliance Standard Life Insurance Company
(800) 351-7500 Ext 3696
www.reliancestandard.com
annuity.marketing@rsli.com

 

 

 

 

 

 


This email is being sent to scott@schaeferfinancialgroup.com.

Use this link to be deleted or to update your email address Trouble with this link?
simply forward this message to rem@partnerblast.com or call 773-470-0350.


Reliance Standard Life Insurance Co. | Reliance Standard Life Insurance Co. | 2001 Market Street | Philadelphia, PA 19103

 

Thursday, September 5, 2013

Athene Important Notice Regarding Cross-border Sales Effective 9/4/13

 

September 5, 3013
 
 

Recent questions from the field have prompted us to clarify Athene Annuity's position on cross border sales. A cross border sale occurs when a resident of one state purchases an annuity contract in another state.

Athene Annuity & Life Assurance Company operates in strict compliance with state regulations governing cross-border sales. Five states prohibit out-of-state sales to residents, regardless of the circumstances or the connection to the non-resident state:

Alabama
Massachusetts
Minnesota
Utah
Wisconsin

Any non-resident application submitted for a resident of one of these states will be declined.

In addition, as Athene Annuity & Life Assurance Company is not authorized to do business in New York we cannot accept any application from a New York resident agent where the applicant also resides in New York, regardless of where the application is signed.

As a company, we do not encourage cross border sales. In states that do not expressly prohibit these transactions producers must adhere to the following sales practices:

  • The producer must be licensed and appointed in the state where the solicitation takes place.
  • The policy must be solicited, sold and delivered in the same state.
  • Effective immediately the Out of State Verification (form N1271), which is available on our website, must be completed and accompany every application involving a cross-border sale.

We look forward to answering your questions on cross-border sales. Please contact us at suitability@athene.com .

 

 

Athene Annuity



Thank you.
LTA Marketing Team
866-232-5011 
marketing@ltamarketing.com
 

LTA now offers E&O Insurance!
Visit:
LTA E&O Insurance



For Agent Information Only. Not for use in solicitation to the public.  All rates are subject to change without notice.  Products may not be available in all states.

LTA Marketing Group, LLC.  1325 23rd Street • Suite D • Fargo, ND 58103 • Phone: 866-232-5011 • Fax: 701-232-5019 

If you wish to opt-out of future emails, please email
opt-out@ltamarketing.com or Click Here.  You may also call marketing at 866-232-5011 or fax us at 701-232-5019.