Fixed Annuity Lincoln Leader, July 2023

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Some important updates:

  • “New” Quarterly Market Intel Exchange (6/30) that discusses Inflation, Federal Policies and much more!
  • Fixed Annuity Resource Center offers Product Info, Rates, Sales Ideas, Application/Forms and annuity illustration software.
  • MyGuarantee Plus (MYGA) Were adding new rate lock procedures please note the rate lock periods and its effective August 21st.  (Please see the different rate lock windows for Cash with App and 1035X Transfers/See page 2)
  • NAIC Annuity Transaction Model Regulation-Recent state adoptions (FL, KS, OR and WA) 

  

HEADLINES

  • Market Intelligence Exchange
  • Lincoln MYGuarantee updates
  • Consent to conduct business electronically
  • Send paperwork via email
  • Online account management tool
  • Regulatory Round-up
  • NAIC training required
  • Contact information
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