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February 23, 2015 Increase Your Clients’ Retirement Income Potential The Simple Income Option and Stacked Income Option are now available for sale in Minnesota and Washington. Your clients can add one of these optional income
Please see the state approval chart for details.
Recent Fixed-Indexed Annuity Rate Decreases Ensure Your Transfer and Rollover Funds are Received on Time For pending transfers, please follow the guidelines provided in the table below to receive the higher rate:
Please note that rate lock does not apply to the holding account rate. Therefore, purchase payments will be credited the new holding account interest rate until premium is moved into the selected indexed strategy(ies) on the 6th or 20th of the month. Please see the interest rate chart for details. Rate Lock Training Examples Please refer to the attached fixed and fixed-indexed annuity training fliers to learn more about our rate lock procedures. NB54-15 |
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