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Best account accumulation annuities

    Home agentblog Best account accumulation annuities
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    Best account accumulation annuities

    Best account accumulation annuities

    By Ed Crowe | | 0 comment | 12 June, 2017 | 0

    Best account accumulation annuities

    In this post we list some of the Best account accumulation annuities.   Below is a list of some of the annuities that offer better growth opportunities for your clients money.  You will notice we have not included any type of annuity using a risk control index such as  either the S & P risk control 5% or 10%, Morgan Stanley Dynamic index, BNP Paribus, etc…   In fact, We are also not showing annuities that use a 2 year or greater point to point strategies.  In fact, our experience with risk controlled indexes has not been very positive.  These indexes have had a very low return yield in the past 5 years.  Also, the 2 year or greater point to point strategy makes it very hard for clients to understand why there is not interest credit after the first year.

    Company Product Surrender yrs Bonus Index Strategy/CAP Agent Commission
    AIG Protector 10 10 N An Pt-Pt w/S&P 500- 5.1% >$100k 7.00%
    AIG Protector 10 10 N An Pt-Pt w/S&P 500- 3.6% <$100k 7.00%
    AIG Protector 7 7 N An Pt-Pt w/S&P 500- 5% >$100k 4.00%
    AIG Protector 7 7 N An Pt-Pt w/S&P 500- 3.5% <$100k 4.00%
    Global Atlantic Choice Accumulation 7 N An Pt-Pt w/ S&P 500- 5.5% 4.00%
    The Standard Index Select Annuity 10 9 N An Pt-Pt w/S&P 500- 5.6% >$100k 5.00%
     American Equity  Choice series annuities  6,8,10  N An pt-pt w/S&P 500 with 45% participation 6.00%

     

    PTE 84-24 Disclosure and Acknowledgment Form for IRA Annuity Purchase

    Starting June 9th through Dec 31st  agent will be required to complete the PTE 84-24 form when selling fixed/index annuities using qualified money.

    Although this form Does NOT need to be sent to any company, the agent must put it in the client file and hold for 6 yrs.

    Additionally, the agent must put their commission % on form.

    Fact Finders, PTE form as well as other DOL information

    CLICK HERE FOR SIMPLE FACT FINDER

    How To complete a best interest review questionnaire – click here

    For a copy of the Best Interest Questionnaire – click here

    For the Annuity – Disclosure and Acknowledgment – click here

    Click here for DOL- Timeline Overview

    account accumulation ,Accumulation annuities ,annuity crediting methods ,best annuities ,fixed annuities ,fixed indexed annuities ,growth

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