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November 12, 2024

Get More Auto Decisions for Life Applications

Qualify for straight-through processing with these best practices.

There are a few common reasons why applications submitted in eApp don’t qualify for automatic decisions. Avoid slowdowns by following some best practices. Medication/dosage information is...

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  • July 18, 2024

    Multiple Transfers? No Problem!

    Many clients have multiple retirement savings accounts at different companies. When they buy a Single Premium Deferred Annuity (SPDAs), like Income Driver or Zenith Growth, they…

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  • July 17, 2024

    The Shackles are Broken

    On May 7, 2024, the Federal Trade Commission (“FTC”) published the Non-Compete Clause Rule (“the Ruling”), in which the FTC states that non-compete clauses are an…

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  • July 17, 2024

    What is a Market Value Adjustment (MVA)?

    When it comes to understanding how annuities work it is important to be aware of the various features that are typically on an annuity contract. In…

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  • July 17, 2024

    MYGA Rate Change

    Due to a changing interest rate environment, the following adjustment was made on Wednesday, July 17: RetireMax Secure 5 decreased from 5.40% to 5.15% Green Mountain…

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