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A Golden Nugget for Annuity Taxation

By Steve Cox (Life Innovators) and Ramona Neal (Living Benefit Review) As an annuity producer, you are likely well-versed in annuity taxation. Even so, there’s a hidden gem in the tax code which is often overlooked that you can add…

Week in Review – 2/7/2024

Lincoln raises rates on its OptiBlend series making the product even more competitive, but what’s interesting is the allocation strategies they chose to increase and those they left unchanged. The guaranteed income market continues to heat up so we take…

Week in Review – 1/31/2024

Weekly Summary The MYGA market sees rate pullbacks even in the face of stable investment yields, while a few limited-state companies stake their claims at the top of the heap.  Delaware Life has been busy filing enhancements to its FIA…

Week in Review – 1/24/2024

Weekly Summary GBU has a new, first of its kind, 4-year FIA that’s slated for a February launch; we dig into the details. American Equity slashes the bonus on their Asset Shield Bonus product despite huge sales momentum and a…

Week in Review – 1/17/2024

As you might have noticed, we’ve switched over to a new website for The Annuity Edge in order to better manage paid subscriptions. If you’re interested in subscribing, click the link to the top right! Weekly Summary Annuity illustrations undergo…

Week in Review – 1/10/2024

As you might have noticed, we’ve switched over to a new website for The Annuity Edge in order to better manage paid subscriptions. If you’re interested in subscribing, click the link to the top right! Weekly Summary Guaranteed Minimum Values…

Week In Review – 1/3/2024

As you might have noticed, we’ve switched over to a new website for The Annuity Edge in order to better manage paid subscriptions. If you’re interested in subscribing, click the link to the top right! Weekly Summary FIA and MYGA…

Week In Review – 11/29/23

MYGA rates diverge, competition heats up in Upside Income FIAs, Nationwide updates Defined Protection and we put NYSE Zebra Edge in the spotlight Weekly Summary Some MYGA rates went up, some MYGA rates went down - and the average stayed…

The Edge on Premium Bonuses

Settling the debate on premium bonuses, once and for all This content is for subscribers to The Annuity Edge. Ready to get the Edge? Join here.

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