Attention Annuity Buyers!
Annuity Bonus and rate is going to be down on 7/3!
Because of the continuing downward interest rate pressure, the annuity rate will be reduced in the beginning of July. Effective on July 3, 2012, Allianz and North America’s guaranteed yearly return rate will be reduced.
See below for the detail rate deduction
information:
Allianz
MasterDex X & Simple Income Reduced (Effective
July 3, 2012)
1. The premium bonus will be reduced from
6% to 5%
2. Simple Income (Guaranteed return/yr)
will drop from 7% to 6%
For the 360 Benefit rider on Allianz 360SM
Annuity, the annual rider charge will increase from 0.95% to 1.05% except in DE
and MN, where it will increase to 1.00%.
If you want to receive the old rates, all
applications must be received in the Home Office before July 2,
2012.
North American
Income Pay Bonus Credit Reduction
Effective on July 3, 2012, please note the
following changes being made:
Option 2
Guaranteed return 7.00% each year for 10
years will be reduced to 6.50%
Option 3
Guaranteed return 6.75% each year for 20
years will be reduced to 6.25%
If you want to receive the old rates ,NACOLAH will accept faxed, signed applications and election forms to hold previous Bonus Credit rates faxed to the home office on Monday, July 2, 2012. Originals must be received in the home office July 3, 2012 by 5:00 pm CST.
If you have any questions, please contact TEL：510-573-6888，FAX：510-438-9047，e-mail: joan@e-healthagent.com 「JC Insurance Services」Website: http://www.e-healthagent.com/
