Important Required Annuity Training
NAIC States require that agents complete Annuity Suitability Continuing Education, AML, and product specific training BEFORE an annuity application is dated.
Complete Yours Today!At Pinney Insurance, we want to be your one-stop annuity shop. Our product offerings include MYGA, immediate, fixed, indexed, and the new hybrid annuity/LTC products. You can quote products online, or submit a quote request to us and we'll help find the best product for your client. Our site also has great sales tools and concepts available to help with your clients' retirement plans. At Pinney, we provide All the Tools for your Success!™
Annuity Resources
Get A Quote
We now have two ways for you to get the quotes you need: Annuity Rate Watch & iPipeline.
Annuity Rate Watch. To request access, click here. Once you have access, you can quote MYGA, fixed annuities, fixed index annuities, SPIA, and more. Just need to see the top current MYGA rates? Click here.
iPipeline. To use this quoter, you'll be asked to sign in with an iPipeline username. If you don't have a current iPipeline username (created on or after January 15, 2018), you'll have the opportunity to create one once you click a quoter link. If you're an Insureio subscriber, you can access the quoter in the Resource Library / Quoting Tools section.
Need Advanced Markets Resources?
Our brokerage managers are your best source of information, quotes, and illustrations! Call us at 800-823-4852 or get advanced markets training, checklists, calculators, case studies, and more at the link below.
Continued Record Annuity Sales Predicted in 2024
In the first three quarters of 2023, annuity sales grew 21% year over year, according to LIMRA. Sales in the third quarter alone topped $89.4 billion - an 11% year-over-year growth. What's driving this increase? Registered index-linked annuities, in part. Are you talking to your clients about all the ways an annuity can help them ensure they don't outlive their retirement income?
Need help with quotes, illustrations, or selecting the right product?
Our Brokerage Managers - Dave, Joshua, and David - can help. They have incredible depth and breadth in terms of product knowledge. Call 800-823-4852 and ask for a brokerage manager, or click the button below to email us!
Recent Annuity Updates
Product Updates & Changes
- Mutual of Omaha: New money rates for deferred annuity products will increase on March 1, 2024. The payout rate for Income Annuity with Premium Return will also increase 25 bps. Click here for details.
- Corebridge: Introducing a performance triggered index strategy on the Power Series of Index Annuities in New York. Corebridge Financial is excited to add the S&P 500 Index – Annual Point-to-Point with Performance Triggered strategy to the line-up of index account options available on our New York Index Annuity products Power Index 5 NY and Power Index Premier NY, effective February 26, 2024. Click here for details.
- Lincoln: Several enhancements to annuity products & options! Click here for more details on the updates listed below.
- Enhancements to the indexed account line-up for Lincoln fixed indexed annuities. Effective for contracts issued on or after March 18, 2024: Lincoln is pleased to announce an additional indexed account option for new fixed indexed annuity contracts designed to provide growth potential in up, flat, and even down markets. Effective for most new contracts issued on or after March 18th, clients can allocate premium to a new account: 1 Year S&P 500 Dual Trigger.
- Additional indexed account updates. Updates to Lincoln OptiBlend® contracts issued on or after March 18, 2024: *The 1 Year S&P 500 10% Daily Risk Control Trigger will be an option on new contracts. *The 1 Year S&P 500 10% Daily Risk Control Spread account will no longer be available. Effective March 18, 2024, the 1 Year S&P 500 10% Daily Risk Control Spread account will no longer be available for new Lincoln OptiBlend® contracts. To allocate money to this account, both paper and electronic applications must be signed, dated, received in good order, and funded by 4pm ET on Friday, March 15, 2024. If funds are not received by the deadline, new allocation instructions must be provided and can be accepted on a recorded line. Lincoln’s forms and electronic submission platforms will be updated with the index changes on March 18, 2024.
Carrier Resources
- Lincoln: This digital resource guide gives you access to marketing materials, current rates, client illustrations new business forms, with no login required.
- Lincoln: This regulatory microsite is your source for timely, comprehensive and simplified regulatory updates. Bookmark this resource center to stay informed of current legislative changes and requirements and impending proposals.
- American Equity: In case you missed it: Marketing Insights Recorded Webinar
From Our Blog
More Sales Ideas
Questions? Contact our Annuity Specialist for more information. Call (800) 823-4852 x 8752 or email [email protected].
