SEPTEMBER 2015
9.2.15
9.2.15 Labor Day
Our office will close at 1:oo PM Mountain Time on Friday, September 4th.
We will be closed all day on Monday, September 7th in observance of Labor Day.
9.24.15
9.24.15 Looking for great MYGA rates?
Look no further than Royal Choice. Hurry, get ’em before they’re gone
Royal Choice 5 Year: 2.90%
Royal Choice 7 Year: 3.10%
Royal Choice 10 Year: 3.60%
9.25.15
9.25.15 New Product and a year-end bonus
Say hello to the new Sage Select. Available October 1st.
4% Premium bonus that is vested Day 1
9 year surrender term with no MVA
Cumulative withdrawals
Don’t miss the year-end bonus on whole life business
Earn up to $10,000
Bonus for Fixed Indexed SPWL and Interest Sensitive SPWL only
Get they year-end bonus details here
JULY 2015
7.3.15
7.3.15 Independence Day
We will be closed all day, July 3rd, to celebrate Independence Day
We wish you a safe and happy holiday weekend.
7.9.15
7.9.15 Congratulations
Congratulations to SB, our first trip qualifier!
7.9.15 New Carriers Added!
We recently added several new carriers to expand the selection of products we offer.
American General: Power Protector FIA, Income rider w/ 7% roll-up
Genworth: Secure Living FIA, Total Living Coverage (UL and LTC in one)
The Standard: 5-yr FIA up to age 90, Great MYGA rates, SPIA w/ commutation
7.16.15
7.16.15 Take your practice to the next level!
We partnered with Duncan McPherson and Pareto Systems to bring you a system that combines actionable, proven strategies with sequential implementation to deliver predictable results.
BE better. DO better. Become MORE fulfilled.
This program launches soon. Call to see how you can enroll.
JUNE 2015
6.7.15
6.7.15 Great American Rate Increase
Effective June 7, 2015, Great American announced a rate increase. Point-to-point caps as high as 5.50%.
View the rates
6.17.15
6.17.15 Voya Rate Increase
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Pt-to-Pt caps as high as 6.75%
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Fixed Rate as high as 3.00%
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Increases on WealthBuilder and Secure Index annuities
View the new rates
6.19.15
6.19.15 Summer Hours
Starting this Friday, June 19th, we will close at 2:00 PM MDT each Friday.
6.24.15
6.24.15 Summer Hours Extended Through Labor Day
Beginning Friday, June 19th we will close at 2:00 PM MDT each Friday.
We resume our regular Friday closing time of 4:00 PM Moutain Time on Sept 11th
6.24.15 Voya Commission Increase
Effective June 24, 2015
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70 bps increase* on Secure Index Oppurtunities Plus
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50 bps increase* on WealthBuilder 6
When combined with the commission increases earlier this month on Secure Index 7 (50 bps increase*) and WealthBuilder 8 (50 bps increase*) Plus the interest rate increase last week, now is a great time to offer Voya to your clients.
*GA level
MAY 2015
5.22.15
5.22.15 Double Points for Costa Rica