Great American Life – New Legacy Option Rider

Your clients’ retirement needs are as varied as a box of chocolates. Give them a new choice with the optional Legacy Income Option rider, available for sale May 4, 2015 with the American Custom 10 fixed-indexed annuity. The Legacy Income Option rider provides your clients the ability to take income while preserving their legacy, so they can have their cake and eat it, too!

AXA Equitable – Life Communications for April 27, 2015

Product Beginning June 29, 2015, AXA Equitable will permit Long-Term Care (LTC) replacement applications! Please see this bulletin for details. See how AXA Equitable’s IncentiveLife Legacy III stacks up against Lincoln’s MoneyGuard II in this new flyer.   Advanced Markets Use the Brainshark series to get familiar with one of the 4 different Life sales strategies highlighted in topical emails. The Wealth Channel magazine recently published an article on Managing Clients Tax Brackets by AXA’s own Mark Teitelbaum, JD, LL.M, CLU, ChFC, Vice President Advanced Markets. Life with inSight Podcast available: Policy Valuations are a critical planning area and explore them with Larry Brody JD, LLM, of Bryan Cave LLP.   Underwriting Click here for details on AXA’s updated and clarified guidelines for new business cases involving financed life insurance premiums.

Fidelity & Guaranty – Income and WealthBuilder Updates

Effective with the July 1, 2015 buy date, Fidelity & Guaranty Life will update both the vesting premium bonus and the payout percentages for the optional Guaranteed Minimum Withdrawal Benefit (GMWB) Rider. These changes apply to the Income and WealthBuilder 7 and 10 fixed indexed annuities. To view more details,click here