In this issue:
Athene
Bonus alert: bonus of 20% on 10 year FIA for a limited time! OR 26% with (.95% fee)
Key advantages:
- Caps are at 2.9% on the 1 year fixed
- 5.5% on the S&P 500
- Multiple diversification options with: BNP, Nasdaq, AI powered equities
- Check out the Athene product summary
- See the Athene brochure and rates
Axonic
We recently introduced their MYGA products on my last Marketing Minutes video however, they also do FIA products. The Trailhead and Trailhead plus FIA!
Key advantages:
- Product comes in a 5,7, and 10 year surrender
- Accumulation option:
- Caps as high as 10.25% on the S&P 500
- 5.05% 1-year fixed rate.
- Bonus options:
- 5-year FIA with 9% bonus or (12% bonus with fee)
- 7-year FIA with 12% bonus or (17% bonus with fee)
- 10-year FIA with 16% bonus or (23% bonus with fee)
- FEE IS .95%bps
- Read more
- Accumulation option:
See full details:
Take action
Turn conversations about Medicare, health insurance, and employee benefits into more opportunities. Reconnect with clients and share what’s been popular with other retirees you serve—annuities and life. Fact finders make it easy to ask a few key questions or send one ahead of a client’s first appointment.
Do follow-ups with your clients and reconnect:
- Look up birthdays
- Effective dates of current policies to plan for future appointments
- Anniversary statements
We offer guaranteed rates up to 5.70%, bonuses up to 23%, and a wide range of 3- to 5-year options for clients who want to start cautiously. You don’t need to be an expert—use a fact finder and let URL guide you through the next steps while you stay in control of your client relationships.
Explore our complete fact finder, recommendation form, and connect with the team through our Annuity directory for trusted annuity support.
