OceanView Rates (as of 4/22/2024)
National Rates and Commissions California Rates and Commissions Not Available In NY or CT
Assured Edge NY Commission Calculator
Confused about which commission option to select for the CoreBridge Assured Edge Income Builder – NY? Use this handy withdrawal matrix and calculator to determine the best commission option for your business! How to use: Download the calculator below Now that you have an idea of which commission options are most advantageous for your business,…
The Simplified MYGA
SBLI SBLI NY Oceanview Oceanview CA American Equity* *Product is banded. Lowest rates are for <100k, highest rates are for >250k Not all products/rates the same in all states. Please contact us for more details
Current MYGA Rates
Current Fixed Rates NationalNY 2 year5.00%N/A 3 year5.25%4.85% 5 year5.25%4.85% 7 year5.30%5.00% These rates are as of 11/13/2024. All carriers are A- rated or higher and the rates are guaranteed for the entire period. Higher rates are available from B++ carriers and below. All rates are for the high band.
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Enhanced Death Benefits
Do you have clients who just want to leave their annuities to beneficiaries? Maybe they originally bought an annuity for income protection which they no longer need. Maybe they purchased a fixed annuity (and gave up growth) to pass onto heirs. No matter the reason, an enhanced death benefit indexed annuity can help these clients….
Single-Premium Universal Life
If you have clients with existing life insurance that no longer fits their needs or you’re trying to capture assets at the bank that your client has earmarked for legacy but wants to keep liquid “just in case”, take a look at single-premium universal life with a guaranteed return of premium.* The Ideal Client Profile…
Liquidity Focused Indexed Annuities
Liquidity focused indexed annuities all share similar characteristics: No downside market risk. Guaranteed increase through surrender Surrender schedules range from 5-10 years Historical returns fall between multi-year-guarantee-annuities and equities. Liquidity options that let the client exit the policy without a surrender penalty. Some carriers may charge a fee for the liquidity feature. However, that fee…
Accumulation Focused Indexed Annuities
Accumulation focused indexed annuities all share similar characteristics: No downside market risk Surrender schedules range from 5-10 years The longer the surrender, the higher the potential for returns Historical returns fall between multi-year-guarantee-annuities and equities 10% Free Withdrawals These products are ideal for a conservative client who wants to have moderate upside with no market…