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

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 
  • Effective Sunday, Sept. 15, 2019, some OneAmerica interest rates are changing.
    • Indexed Annuity Care new money rates are decreasing.
    • All other rates remain unchanged.
  • 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.
Chris Simpson

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

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