Introducing New Guarantee Series

 

For Agent Information Only. Not for use in soliciting or advertising to the public New Guarantee Series - CA 08/28/14

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Oxford September Annuity Rates

 

 

From: Oxford Life Insurance Company [mailto:marketing@oxfordlife-email.com]
Sent: Monday, August 25, 2014 7:15 PM
To: julie@schaeferfinancialgroup.com
Subject: September Annuity Rates

 

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Annuity Rates Effective September 1, 20141

 

Premium Limits	Interest Rate Years 1-5
$20,000 to $350,000	2.55%

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Fixed Rate	Annual Pt to Pt Cap	Monthly Average Cap	Optional GLWB
			Income Account Rate3
1.30%	2.50%	2.50%	6.50%

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Fixed Rate	Annual Pt to Pt Cap	Monthly Average Cap	Optional GLWB
			Income Account Rate3
1.70%	3.50%	3.50%	6.50%

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Fixed Rate	Annual Pt to Pt Cap	Monthly Average Cap	Optional GLWB
			Income Account Rate3
2.20%	4.50%	4.50%	6.50%

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1 To receive the previous rate, applications must be received in good order at our home office no later than the day prior to the effective date of the new rate. Applications may be sent by mail, email or fax. Rates on transfers and 1035 exchanges will be held for 60 days from the date of the application. No exceptions to these rules will be allowed. Rates are subject to change at any time. Please contact Oxford Life Insurance Company for current rates.

2 Premium Bonus vests over a 10-year period. Non-vested bonus amounts will be recaptured for surrender or withdrawal amounts exceeding the penalty-free amount. Annuities with a premium bonus may have lower fixed account interest rates and lower caps on indexed accounts than a similar product without a premium bonus.

3 Rate applies to the first ten policy years,based on the rate at issue. The income account value is not available for withdrawal or cash surrender and is only used to calculate the guaranteed lifetime withdrawal benefit amount. The Guaranteed Lifetime Withdrawal Benefit is available for an annual fee at the time of application. Rider form GLWB210 and state-specific variations where applicable.

The Oxford Life Select^TM annuity (contract form FIA600 and state-specific variations where applicable), Oxford Life Silver Select^TM annuity (contract form FIA510 and state-specific variations where applicable) the Oxford Life Royal Select^® annuity (contract form FIA510 and state-specific variations where applicable) and the Oxford Life Income Protector^® annuity (contract form ICC12-IP200 and state-specific variations where applicable) are issued by Oxford Life Insurance Company. An investment in these contracts is subject to possible loss of principal and earnings, since a surrender charge and market value adjustment may apply to withdrawals or upon surrender of the contract.

*Effective as of 5/7/14. For the latest rating, access www.ambest.com A.M. Best assigns ratings from A++ to F, A++ being superior ratings.
AN676P	FOR PRODUCER USE ONLY - Not intended for soliciting or advertising to the public. PRODUCTS NOT AVAILABLE IN ALL STATES
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

Athene Benefit 10 Sales to be Discontinued in 33 States Effective Sept. 15, 2014

 

Are You Ready for the NEW Athene Benefit 10?

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IMPORTANT PRODUCT CHANGES

 

Sales of the Athene Annuity & Life Assurance Company's (Athene Annuity DE) version of Athene Benefit 10 will end in 33 States Effective 9/15/14 On September 15, 2014, we will discontinue sales of the "current" version of Athene Benefit 10SM in the following states: AL, AR, AZ, CO, DC, FL, GA, HI, IA, ID, IN, KS, KY, ME, MI, MS, MT, NC, ND, NE, NH, NV, OH, OK, RI, SC, SD, TN, TX, UT, VA, WI, WV Application deadlines To be accepted for processing, Athene Benefit 10 applications from any of the states noted above must be signed and dated no later than 9/14/2014 and received in good order in our service center by September 19, 2014. Faxed applications will not be accepted. 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 Make way for the "NEW" Athene Benefit 10! Athene Benefit 10 is currently sold by agents contracted with Athene Annuity (DE), Wilmington, DE. This product is being retired in conjunction with the launch of the "new" Athene Benefit 10 issued by Athene Annuity and Life Company, West Des Moines, IA (Athene IA, formerly Aviva). The "new" Athene Benefit 10 product will be available in all states where the "current" Athene Benefit 10 product is being retired. Get more info on product availability. Remember, the "current" Athene Benefit 10 is being replaced by the "new" Athene Benefit 10 version in each of the states listed above. You must be contracted with Athene Annuity and Life Company (Athene IA, formerly Aviva) to sell the "new" Athene Benefit 10. Need a contract with Athene Annuity & Life Company? Please contact your Marketing Organization. For more information on selling the "new" Athene Benefit 10, check out our availability guide and Athene Annuity (DE) state approval chart. Contact Us Questions? Contact our Sales Desk: 1-888-ANNUITY Stay tuned for more on the upcoming launch of Athene Benefit 10 - our first "all Athene" product! This notice applies to: Agents contracted with Athene Annuity & Life Assurance Company, Wilmington, DE (Athene Annuity DE).

© 2014 Athene USA. 7700 Mills Civic Parkway West Des Moines, IA 50266-3862 United States For Producer Use Only. Not to be Used with the Offer or Sale of Annuities. For agent information and reference only. Not to be used with the general public. Unsubscribe   Update Profile   Privacy Policy    Forward to a colleague

 

Announcing Upfront Commission Option

 

For Agent Information Only. Not for use in soliciting or advertising to the public Option U - Compact 08/14/14

CLICK HERE TO OPT OUT OF THESE EMAILS, or call marketing at 888-647-1371, or fax us at 515-225-6314. American Equity's failure to comply with your opt out request within 30 days is unlawful.

 

 This e-mail, including attachments, is covered by the Electronic Communications Privacy Act, 18 U.S.C. 2510-2521, is confidential, and may be legally privileged. If you are not the intended recipient, you are hereby notified that any retention, dissemination, distribution, or copying of this communication is strictly prohibited. Please reply to the sender that you have received the message in error, and then please delete it. Thank You.

Nacolah MYGA Rate Increase August 12

 

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MYGA Interest Rate Increase! Effective August 12, 2014     Effective August 12, 2014 interest rates are increasing on the North American Guarantee ChoiceSM II Multi-Year Guarantee Annuity (MYGA) as follows: North American Guarantee Choice II 4-Year 5-Year 6-Year 7-Year 8-Year 9-Year 10-Year High Band 1.40% 2.25% 2.45% 2.75% 2.90% 3.00% 3.10% Low Band 1.25% 2.05% 2.30% 2.60% 2.70% 2.80% 2.95% High band initial premium is $200,000 or more, low band initial premium is less than $200,000. Updated featured annuity interest rate sheet will be available on our website by August 12, 2014.     Call Sales Support at 866-322-7066 for illustrations and supplies today! Or visit our website at www.NorthAmericanCompany.com.

 

FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES. This product is issued by North American Company for Life and Health Insurance®, West Des Moines, IA. Product features and riders may not be available in all states. The North American Guarantee ChoiceSM II is issued on form ICC12-NA1002A (individual contract) and ICC12-AE539A, ICC12-LR356A, ICC12-LR357A and ICC12-LR385A (riders/endorsements). 12850Z-II-HTML | REV 8-12-14

 

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North American Annuity Service Center 4350 Westown Parkway | West Des Moines, IA 50266