North American – Important News – Financial Brokerage, Inc.

Interest Rates Decrease

Interest rates on most fixed index annuities are decreasing (excluding Multi-Year Guarantee Annuities). Watch your email for updated rates coming soon.

New interest rates will apply to applications received in the Home Office on or after July 19, 2016. To receive current rates get applications in before July 19, 2016

NEW Threshold Participation Strategy – Allocation Snapshot
For a more in-depth look at how the new Threshold Participation Strategy (TPS) measures up, be sure to download our new client-friendly Allocation Snapshot. Download it here, to see our competitive strength.

Download State Availability Chart.

Rider Availability Changes

* Income Pay Plus/Income Pay Guaranteed Lifetime Withdrawal Benefit Riders will no longer be available on North American Charter Plus fixed index annuity

* Income Pay Plus/Income Pay will be available on the NAC RetireChoice fixed index annuity ONLY when the optional Additional Benefit Rider (ABR) is NOT elected¹

Rider Availability Changes for HI, PA, UT, VA

* Income Pay Plus/Income Pay Guaranteed Lifetime Withdrawal Benefit Riders will be available on the NAC RetireChoice fixed index annuity ONLY when the optional Additional Benefit Rider (ABR) is NOT elected¹

* For Pennsylvania, the Income Pay Guaranteed Lifetime Withdrawal Benefit Rider will no longer be available on the North American Charter and North American Precision fixed index annuities

* For Hawaii, the Income Pay Plus will no longer be available on the North American Charter and North American Precision fixed index annuities

Click here for the updated state availability chart for rider information in your state.