November 2, 2022
Good News! Rates and Caps are Moving on Up!
Check it out - another Annuity rate lift
- S&P 500 Annual Caps are increasing by 1.35% to 1.75%
- Participation rates for other indexes are increasing by 15% to 25%
- RetireMax Secure 5 guaranteed rate for 5 years increased from 5.15% to 5.25% effective 10/31/22
- BasicSecure (Non-NY) new money rates increase from 5.00% to 5.20% effective 11/01/22
- BasicSecure (NY) new money rates increase from 4.80% to 5.20% effective 11/01/22
Are you up to date on product training?
Enhance your client experience by completing your required training. Training must be completed to sell our full product line.
Follow these easy steps to complete the training:
- Log into your National Life Group portal
- Hover over Training/Product and choose Annuity
- Once on the Annuity screen, select Products Training
- On the Products Training page, review the Indexed Annuity Product link
- Attest you have reviewed the information
You must complete the product training on these new products prior to your first solicitation.
FIT Single Premium Indexed Annuities
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FIT Flexible Premium Indexed Annuities
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