Current Carrier Updates...
Aegis Financial will keep this webpage updated with any recent, important carrier changes to help you prepare for your week ahead, so you’ll know exactly which carriers to be mindful of. Only those carriers that have changes are listed. Any interest rate adjustments, product changes and even new state product approvals are included with links to receive complete details.
Annuity Carrier News
GLOBAL ATLANTIC
Global Atlantic is reducing rates on their Choice Accumulation II series on January 27th. Applications signed prior to the date of rate change and received at the Service Center within 14 calendar days from the signed application date will receive the better of rates.
RELIANCE STANDARD
Reliance Standard increased their rates effective January 16th. Click here for the updated rates.
SYMETRA
Symetra is lowering the participation rates on the S&P 500 Annual Point-To-Point strategy by 25 basis points for the Edge Pro 5 year AND decreasing banded rates by between 5 bps to 35 bps for the Custom 5 & 7 fixed annuity. Applications signed prior to 1/22 may qualify for the old rates. Click here for the new rates.
Global Atlantic is reducing rates on their Choice Accumulation II series on January 27th. Applications signed prior to the date of rate change and received at the Service Center within 14 calendar days from the signed application date will receive the better of rates.
RELIANCE STANDARD
Reliance Standard increased their rates effective January 16th. Click here for the updated rates.
SYMETRA
Symetra is lowering the participation rates on the S&P 500 Annual Point-To-Point strategy by 25 basis points for the Edge Pro 5 year AND decreasing banded rates by between 5 bps to 35 bps for the Custom 5 & 7 fixed annuity. Applications signed prior to 1/22 may qualify for the old rates. Click here for the new rates.
Ongoing Annuity Carrier News
ATHENE
Athene Annuity- Exciting news! Effective February 3, Athene annuity will introduce two new index options to their product portfolio. The NASDAQ FC Index (BOFANFCC): Powered by Bank of America and AI Powered US Equity Index (AIPEX): Powered by IBM Watson. Popular Janus SG Market Consensus Indices will be retired, with applications needing to be signed on or before January 31 and received in good order by February 14. Please click here for additional details.
Athene Annuity- Exciting news! Effective February 3, Athene annuity will introduce two new index options to their product portfolio. The NASDAQ FC Index (BOFANFCC): Powered by Bank of America and AI Powered US Equity Index (AIPEX): Powered by IBM Watson. Popular Janus SG Market Consensus Indices will be retired, with applications needing to be signed on or before January 31 and received in good order by February 14. Please click here for additional details.
Ongoing Life Carrier News
LEGAL & GENERAL
2017 CSO and PBR Product Updates. Click here to learn more.
ONE AMERICA
Effective Wednesday, Jan. 15, 2020, some OneAmerica® interest rates are changing. Click here for the new rates.
2017 CSO and PBR Product Updates. Click here to learn more.
ONE AMERICA
Effective Wednesday, Jan. 15, 2020, some OneAmerica® interest rates are changing. Click here for the new rates.