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Check out your annuity minute! Week of September 9, 2019.

OneAmerica 
Build your LTC knowledge with OneAmerica!
 
Care Solutions Suite and Concept Training
Get back to basics! Learn all about asset-based LTC solutions: how they work, how to set up sales, different funding options, product features, benefits and more.
Webinars are every other Friday, 11 a.m.-12 p.m. ET.
Register now »
 
Care Solutions Live Deep Dives
Go in depth on topics related to the asset-based LTC solutions.
Live Deep Dives are every other Friday, 11-11:30 a.m. ET.
Review the topics and register for webinars
 
Asset Care® Training
Join OneAmerica for a training webinar on the updated Asset Care solution!
Learn about updated benefits, pricing, illustrations, underwriting and more within the new product.
Sign up for a webinar today »



North American 
Fixed index annuity product changes effective Sept. 24
  • North American Charter Plus 10 high-band premium bonus changing from 7% to 6%; low-band from 5% to 4% (NO CHANGE on the 14-year 10% premium bonus)
  • Performance Choice 8 Plus premium bonus changing from 3% to 2%
  • Performance Choice 12 Plus premium bonus changing from 3% to 2% (for North Dakota from 5% to 2%)
  • Performance Choice minimum premium increasing to $20,000 (qualified and non-qualified)
  • NAC IncomeChoice, NAC BenefitSolutions, and Strategic Design AnnuitySM X lifetime payment percentages (LPPs) decrease
Rate Changes effective September 10
 
View the updated North American Rates HERE



Annuity Quick Hits 
OneAmerica
  • Effective Sunday, Sept. 15, 2019, some OneAmerica interest rates are changing.
    • Indexed Annuity Care new money rates are decreasing.
    • All other rates remain unchanged.
AIG
  • Annuity Rates are changing effective September 9, 2019. This affects:
    • AIG Power Protector 5
    • Power 7 Protector and Power 7 Protector Plus Income
    • Power 10 Protector and Power 10 Protector Plus Income
Global Atlantic
  • Rate changes effective on September 9, 2019
    • Affects the Income 150+, Choice Accumulation II, Choice Income II, SecureFore 3, and the ForeCare
    • View the updated rate sheet for Global Atlantic HERE


If you have any questions please feel free to reach out to us.
Thanks!
Chris Simpson
888-591-1341
csimpson@otfc.com

Our mailing address is:
OAKTREE Brokerage
11166 Fairfax Boulevard, Suite 300, Fairfax, VA 22030

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