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February 13, 2013








  • Finke Study Warns: 4% Retirement Rule Is Dead, Long Live Annuities 
  • The long tomorrow
    Americans are bombarded with potential risks to their well-being and, for the most part, it sinks in.
  • Genworth:
  • ING:
    • Increasing Point-to-Point Cap Rate on Secure Index Seven
      The Secure Index Seven Point-to-Point Cap Index Strategy high band rate has increased to 4.00% effective January 30th.  Applications issued January 29th and prior will receive August 8, 2012 rates.
    • Training presentations
      Return of Premium Rider
      (2 minutes, 58 seconds)
      In just three minutes, you can learn about one of the most sought after riders for today’s challenging economic environment.
      Interest Rate Benchmark (4 minutes, 2 seconds)
      Worried about Rising Interest Rates? The Interest Rate Benchmark Strategy was designed to capture the upside potential of a rising interest rate environment.  This optional benefit is available with a fixed index annuity from ING USA Annuity and Life Insurance Company.
      Performance Trigger Strategy (5 minutes, 10 seconds)
      Diversify while you simplify.  Fixed Indexed Annuities just got a whole lot easier with the Performance Trigger Strategy.
      IncomeProtector Withdrawal Benefit Rider (7 minutes, 22 seconds)
      You insure your house, your car, your life, and even your flat screen television.  Now you can insure your retirement income through an annuity with a lifetime withdrawal benefit. 
      Product Specific Training
      This training is designed to provide producers with an overview of the ING’s annuity products.  Producers must complete this training prior to soliciting business for any of our annuity products. 
  • United/Mutual of Omaha:


  • United/Mutual of Omaha:
    • Making your consumers aware of DI
      Mutual of Omaha’s partner, the Council for Disability Awareness (CDA), conducted an online survey with financial advisors and consumers regarding income-threatening disabilities. Some of this research and statistical evidence can prove to consumers that taking the necessary steps to prepare for a potential loss of income is essential.



  • American General:  
  • American National:
    • Cash is King 2013 (January 1, 2013 – April 30, 2013)
      Receive a CASH BONUS for the total of all Fixed Annuities written and paid.
      $1,000,001+: $1,000
      $750,001 – $1,000,000: $750
      $500,001 – $750,000: $500
  • John Hancock:
    • Benefit Builder Bonus(January 1, 2013 – June 30, 2013)
      By selling Custom Care III featuring Benefit Builder between January 1 and June 30, 2013, you can increase your earnings!
      Bonus Level 1 – $5,000-$17,499: 10% bonus
      Bonus Level 2 – $17,500-$34,999: 15% bonus
      Bonus Level 3 – $35,000-$2,000,000 – 20% bonus
      Details and program rules in the link above.