Monday, March 10, 2014

News from Great American Life

 

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Great American Life News

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Indexed Annuities

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www.GAAnnuity.com
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March 10, 2014

 

 

New American Legend III Now Available in 48 States!

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The American Legend III is now available for sale in New Jersey, making it available in 48 states! Please note the S&P 500 18-month point-to-point strategy is not available in New Jersey.

 

As a reminder, the American Legend II is retired in states where the American Legend III is available. We will continue to accept order tickets for American Legend II New Jersey sales through April 4, 2014. After this date, paperwork for the American Legend II will no longer be accepted.

 

The new American Legend III offers:

 

-Multiple indexed strategies with caps up to 9.00%!*

-Seven-year early withdrawal charge schedule

-10% penalty-free withdrawals

-Opportunity to add our guaranteed income and enhanced death benefit riders

-Three competitive commission options for you!

 

*This cap applies to the S&P 500 18-month point-to-point strategy.


 

Reminder - Fixed-Indexed Annuity Rate Decreases Effective March 21

 

Please remember, rates are decreasing for the following fixed-indexed annuities effective Friday, March 21, 2014.

 

     -American Legend II

     -American Legend III

     -American Valor 10

     -Safe Outlook

 

Rates will be determined by the date money is received, regardless of the order ticket date. In order to receive the previous rate, funds must be received by Thursday, March 20. Please see the interest rate chart for details.

 


 

2013 IRA Contribution Deadline

 

The deadline for 2013 IRA contributions is April 15, 2014. 

 

-For new contracts, new business paperwork and funds must be received by April 15, 2014.

-For existing contracts, funds must be postmarked by April 15, 2014.

 

 

Please note all new or additional contributions must meet minimum contract requirements.

 


 Great American Featured During Winter Olympics

 

http://www.greatamericanemail.com/list/uploadimages/image/2014/Commercial%20Shoot.jpgGreat American Insurance Group recently debuted a television commercial during Cincinnati's local coverage of the Sochi Winter Olympics. The commercial, which aired 23 times during the Olympic Games, featured Cincinnati Reds' right fielder, Jay Bruce, and new manager, Bryan Price.

Watch the commercial here.

 


NB47-14

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Calculate

Calculate the value of our
IncomeSecure,
Inheritance Enhancer and
IncomeSustainer Plus riders

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Rates

View current rates
and state approvals

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Resources

Online resources for
your required training

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Paperwork

New business paperwork

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Questions? Contact the Sales Team at (800) 438.3398, ext. 11999 or SPSales@gaig.com

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For producer use only. Not for use in sales solicitation.
If applicable, please confirm products and riders are approved by your Broker/Dealer.

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Monday, March 3, 2014

Aviva Changing Name, Rebrands to Athene

 

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Athene Annuity & Life Assurance Company

 

Aviva is now Athene!

We have reached an important milestone in the integration of our companies and the evolution of the Athene USA* brand.

Today Aviva Life and Annuity Company officially begins the process of changing its name to Athene Annuity and Life Company by launching marketing materials and web content that have been rebranded from Aviva to Athene. Its distribution partners will now be able to bring the Athene name to their customers.

Athene Annuity and Life Company (formerly Aviva Life and Annuity Company) agents will be receiving a special kit this week that will include a welcome letter from Executive Vice President and Head of Retail Chris Grady, as well as updated product and agent incentive material.

This is an exciting step forward in a process that began with the acquisition of Aviva USA in October 2013. While we continue to make rapid progress toward the full integration of our companies and product portfolio, today's announcement does not affect your relationship with Athene Annuity & Life Assurance Company ("Athene Annuity") or the sale and marketing of Athene Annuity products. Your current contract with Athene Annuity remains in place, and you should continue to visit our Sales Resource Center for up-to-date information on your Athene Annuity business.

As we continue to move forward together, we'd like to thank you again for your business and for your continued commitment to one of America's fastest-growing fixed annuity brands.

 

Questions? Please contact our

Sales Desk at 855-4-ATHENE

 

*Athene USA companies Include Athene Annuity and Life Company ( formerly Aviva Life and Annuity Company), West Des Moines, IA; Athene Life Insurance Company of New York (formerly Aviva Life and Annuity Company of New York), Nyack, NY, Athene Annuity & Life Assurance Company, Wilmington, DE; and Athene Annuity & Life Assurance Company of New York, Nyack NY.

Aviva Life and Annuity Company is in the process of a name change in every state except New York to Athene Annuity and Life Company, and in New York to Athene Life Insurance Company of New York, with a planned effective date of March 3, 2014.

 

 

Athene Annuity

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



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Greenville, SC, 29607, USA

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Important Reminder: Improved Annuity Application and Financial Needs Analysis

 

 

Important Reminder:
New Annuity Application
and Financial Needs Analysis


The EquiTrust Annuity Application and Financial Needs Analysis (FNA) forms have been revised and improved.

The new application (dated 5-13) and FNA (dated 1-14) forms are available now on the EquiTrust website, and are included in form packets produced on AppBuilder. The new versions may be used now; the new and old versions of both forms will be accepted until April 1. After April 1 the old versions will not be accepted. Replace printed application packets at your earliest convenience.

Why the changes? Since our last modification to the Application in 2006, we've observed areas of recurring errors. The improvements are intended to enhance the simplicity of these forms and minimize processing delays.

Improvements to the Application include:
     • Agent signature is now required only once
     • More flexibility to include beneficiary information
     • Clearer questions regarding replacements

Improvements to the FNA form include:
     • Improved form layout for improved readability
     • Removed section for client initials on page 1
     • Question-sequence reordered for improved flow

To build a new app packet which includes the new Application and FNA,
click here.

Questions? Contact EquiTrust Sales Support at 866-598-3694. Or visit Agents.EquiTrust.com.

 


EquiTrust Life Insurance Company, West Des Moines, IA. For Producer Use Only. IC14-ECN-1007.

 

 

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EquiTrust Life Insurance Company

7100 Westown Pkwy Suite 200

West Des Moines Iowa 50266-2521
U.S.A.

 

 

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Sentinel Security Life - Product Updates 03/03/2014

 



 

 

Sentinel Security Life Product Updates

 

Sentinel Plan Annuities

Personal Choice Annuity and Summit Bonus Index now in Illinois!

 

Sentinel is very excited to announce the release of the Personal Choice Annuity and Summit Bonus Index Annuity in the state of Illinois effective today, March 3, 2014.

 

Sales are now open for these two products in Illinois. Materials are available below for your use.

 

 

Sentinel Plan Life Products

New Vantage Telephone Interview - AR, GA, PA

 

We were made aware that several agents were having trouble completing PHIs because the application number did not match the version Apptical had on file. This problem has since been corrected and agents should no longer have any issues.

 

New Vantage Rate Sheets

 

We have received some feedback and added some additional notes to our New Vantage Rate Sheets. You may click on the links in order to download, or visit our Sentinel Security Agent Portal.

 

New Vantage I Rate Sheet

New Vantage II Rate Sheet

New Vantage III Rate Sheet

 

Sentinel Plan Health Products

No product updates at this time.

 

 

Sentinel Plan General Updates

Product Training Schedules

 

If you need to freshen up on a product or you are a new agent, these Product Trainings are perfect for you. Please click below to view the training schedules for March. Simply click on the product name to register!

 

MARCH WEBINAR TRAINING CALENDAR

  

 

 

Sentinel Security Life 

Sales & Marketing

P: 866.235.1892 

 

 

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Sentinel Security Life Insurance Company | Home Office | 1405 West 2200 South | Salt Lake City | UT | 84119

 

Monday, February 24, 2014

Oxford Annuity Rates March 2014

 

 

 

Annuity Rates for March 2014

 

Annuity rates will stay the same as February. Oxford Life® annuity rates for March will be:

 

Oxford Life Royal Select® Interest Rates

Optional GLWB

Fixed Acc.

Annual Pt to Pt Cap

Monthly Avg Cap

Income Acc. Rate

1.40%

3.15%

3.15%

6.50%

Oxford Life Income Protector® Interest Rates

Premium Limit

Years 1-5

$20,000-$350,000

2.85%

 

The Oxford Life Royal Select annuity (contract/rider forms FIA510, GLWB210 and state-specific variations where applicable) is issued by Oxford Life Insurance Company. The Oxford Life Income Protector annuity (contract form ICC12-IP200 and state-specific variations where applicable) is issued by Oxford Life Insurance Company. Rates are protected on transfers and 1035 exchanges for 60 days from the date the application is written. Product not available in all states.
Rates are subject to change. Please contact Oxford Life for current rates.

AN468P5

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

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


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Tuesday, February 18, 2014

Introducing Accelewriting from Sagicor Life

 

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In business, it's survival of the fittest. Or, should we say, the fastest. Being slower than the next guy can get you eaten alive. If you could speed up your process, don't you think you and your clients would be a lot happier?

At Sagicor, we've taken inspiration from the fastest and developed a new automated underwriting system that we call Accelewriting™. It dramatically speeds up each stage of our policy approval process, from application all the way to policy delivery. We're talking top of the food chain fast.


 

 

 

 

Sagicor Life Insurance Company is rated "A-" (Excellent) by A.M. Best Rating Company.
FOR PRODUCERS USE ONLY - NOT FOR PUBLIC DISTRIBUTION

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Sagicor Life Insurance Company | 4010 W. Boy Scout Boulevard | Suite 800 | Tampa | FL | 33607