National Western – The Score Newsletter for May 11, 2015

Interest Rate Change Interest Rates will change effective May 14, 2015. Please click here to see the rates effective through May 13, 2015.Click here to see rates effective beginning May 14, 2015.

Software Update Updated Illustration software, version v1.06.0067 will be available on May 14, 2015 on your Agent Website and will reflect the following changes:
• Accelerated Death Benefit Riders for NWL Lifetime Returns Select in Puerto Rico.
• Updated Interest Rates

Suitability Form Update NWL has revised the Annuity Suitability Questionnaire, form # DM-1174.Rev.2.13 with form # DM-1174.Rev.1.15. Click here to review the revised form.Click here to see the updated agent guide (form #DM-1175.Rev.3.15) for assistance with completing the revised questionnaire.
The previous version of the Annuity Suitability Questionnaire will not be accepted after June 25th, 2015.
As a result of the updated form, the Deferred Annuity Certification Form DM-1243 will no longer be required in states that require the Suitability Questionnaire DM-1174.Rev.1.15.

Reminder – Office Closing NWL will be closed on Monday, May 25th in observance of Memorial day. Normal business hours will resume on Tuesday, May 26th. For important information regarding interest election dates, click here.

Posted in Bulletins, Newsletter, Rate Change.