Annuity Updates

A number of states have adopted annuity-specific training requirements.  Many now require completion of a 4-hour course that must be completed prior to the solicitation of new annuity sales.  One resource dedicated to tracking the states' individual requirements, as well as offering courses is https://secure.reged.com/TrainingPlatform/

Additonal information (NY State-specific) on approved continuing education courses and provider organizations can be found on the state's website at http://www.ins.state.ny.us/agbrok/ab_suit_ann.htm

New to the Shipp Financial annuity line-up are fixed annuity product offerings from Mass Mutual.  The Stable Voyage SPDA offers 5, 7 and 9 year guarantee periods.  The Odyssey Select FPDA offers an enhanced rate in year 1 (which may be extended on additional premiums through year 4); and features a NON-Rolling surrender schedule.

Visit our annuity webpage for a listing of current NY annuity rates, and NEW this month!--you can view rates and details on highlighted Traditional Fixed and Index Annuities for products available outside NY.  Carriers include Great American, National Western, Reliance Standard and Allianz.

Contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it for additional information.