Annuity Template Two

Do you have clients whose fixed-indexed annuities are nearing renewal? This consumer-friendly video can help them understand how the renewal process works. In the video, clients will learn what options they have upon renewal, and how their actions may affect future renewals.

Important Transfer/Rollover Rate Lock Dates for Recent Interest Rate Decreases

Please remember, interest rates recently decreased effective August 21, 2015. In order to receive the higher rate for fixed-indexed annuity transfers and rollovers received on or before August 20, please follow the guidelines provided in the table below:

Paperwork Received	Funds must be received by 5:00 p.m. ET on:
July 7, 2015-July 20, 2015	September 4, 2015 (Friday)
July 21, 2015-August 6, 2015	September 18, 2015 (Friday)
August 7, 2015-August 20, 2015	October 6, 2015

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