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
Oxford is decreasing rates effective 8/1/2021.Click here for details.
Symetra is increasing Income Edge FIA Withdrawal Rates by 25 bp, effective July 29th. Please click here for additional details.
Athene Annuity will increase rates on select products: the Performance Elite and AccuMax series. Please click here for additional details.
Great American will be decreasing rates on many of their top selling annuities. Please see the following links for additional details: Click here for rate chart.
Click here to access business submission guidelines and dates to qualify for prior rates.
Allianz is announcing positive changes to new business effective Tuesday, July 6, 2021.
Click on the links for current rates and updated payouts: Product Changes LOI, 360 Rate Sheet, 222 Rate Sheet, Core 7 Rate Sheet.
Effective July 5, 2021, Legacy will be increasing rates on the Americo product line. For current rates, please click here.
New Milestone MYGA rates as high as 2.75% effective July 1, 2021 Offer your clients more competitive guaranteed interest crediting for 3, 4, 5, 6 and 7 years.
Click here to see all MYGA Rates, including California and Florida.
Effective July 1, 2021, Sentinel Security Life Insurance Company increased the Personal Choice Annuity MYGA rates for all guarantee periods by 20 basis points. These new rates will be applied to all new and existing pending contracts regardless of the date the application was received.
Please click here to see the increased rates.
Life Carrier News
Great news! Temporary COVID-19 Underwriting Guidelines were cancelled. Click here for complete details.
AIG has new term rates. Click here for complete details.
New business interest rates for the OneAmerica® Care Solutions product suite remain unchanged. Access July interest rates here.
On July 9, 2021, Pacific Life Insurance Company is repricing rates for PL Promise Term, a product specifically designed to serve the death benefit protection needs of the broad market consumer (household incomes of $50K to $250K). Rates have been updated to be more competitive. A 60-day transition period is provided. View full bulletin for pricing sweet spots and other details.
COVID restrictions are easing on the Asset Care® portfolio: