Great American : News from Great American Life: January 5th, 2015

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January 5, 2015

Reminder – Safe Outlook Bailout Cap Decreases Effective January 7 

Please remember, the Safe Outlook bailout cap is decreasing to 3% for both the point-to-point and monthly averaging indexed strategies effective January 7, 2015. This is a change from the previous 50 bps spread.

Order tickets signed by Tuesday, January 6 and received by Tuesday, January 13 must have funds in the Home Office by Friday, February 6 to receive the previous rates.

Please see the interest rate chart for details. 

Great American Life Discontinuing Veterans Benefit Program

Updated Client Financial Disclosure Forms

As of January 1, Great American Life is no longer accepting veterans’ benefit planning cases. Due to this change, our nationwide Client Financial Disclosure Information Forms have been updated:

Please note the California version of the Client Financial Disclosure Information Form
for irrevocable trusts is no longer required. For your California sales where an irrevocable trust is named the owner, please use form D2658915NW.

We will continue to accept the previous versions of the forms through Friday, January 30. After this date, if previous versions are submitted, paperwork will be considered not in good order and could result in processing delays.

Please use our online new business kitting for the most up-to-date forms.

Commissions on Hold for AML Training

If you have not already completed your annual LIMRA AML refresher course, commissions will be held until training is completed.

If you have already completed the training, thank you for your cooperation.

You may access the refresher course here.
Please refer to the training instructions for additional details.

If you complete the training through an approved provider other than LIMRA, you can fax us the certification of completion at (513) 412.5144.

Approved providers include: Cetera Financial Group; FINRA; ING; John Hancock; Kaplan Financial; Lincoln Investment Planning; National Planning; Quest CE; Reg
Ed; SWBC Investment Service; Web CE; Wells Fargo

If you have already completed the training, no additional action is required.

NB01-15

For producer use only. Not for use in sales solicitation.

If applicable, please confirm products and riders are approved by
your Broker/Dealer.