The Lifetime Stretch IRA May Soon Disappear

ASA E-News | April 10, 2019

Carrier News & Updates

04/08 American Equity rate cut notice

04/06 Protective annuity rates decreasing

04/05 Tackling a Big Myth – Taxation of Non-Qualified Annuities

04/03 Upcoming Webinar: Managing sequence of returns risk: IUL or VUL?

04/01 Great American annuity rates are decreasing

03/29 IRS Changes the Barriers Around Lump Sum Offerings to Retirees

03/28 Principal annuity rate decrease effective 4/1

03/26 Upcoming Cincinnati Life Worksite Marketing Web Conference

Read More News on Our Website

In The News

The Lifetime Stretch IRA May Soon Disappear

Proposed Retirement Legislation Speeds Up Distribution of Inherited IRAs

We recently wrote a newsletter discussing the intricacies of inherited IRAs for non-spousal beneficiaries. Recall that one option is to allow the beneficiary to “stretch” the IRA distributions over their own life expectancy. That option may soon be gone.

Stock Market Uncertainty? A Fixed Indexed Annuity Can Help Put You at Ease

This past December marked the worst decline for stocks since the financial crisis in 2008. This decline brought an uneasiness for pre-retirees. While calm settled over the financial markets once the new year hit, 2019 remains uncertain.

Life Settlement Market Is Healthy and TOLI Trustees Should Take Notice

Today, an unwanted policy can fetch an amount much higher than its cash value, providing an alternative to a policy lapse or a surrender for policy owners, including TOLI trustees.

Upcoming Webinars

Managing sequence of returns risk: IUL or VUL?

PRESENTED BY

Karen Gilmore-Buxton, Senior Consultant, LFG Competitive Services

DATE: Tuesday, April 23rd, 2019

TIME: 10:00 AM – 10:30 AM CST

ADD TO YOUR CALENDAR

This presentation briefly compares Indexed Universal Life (IUL) and Variable Universal Life (VUL) for use as supplemental retirement solutions. It addresses the differences in crediting methodologies and the unique benefits of Lincoln’s AssetEdge VUL through all of life phases.

Cincinnati Life Worksite Marketing

PRESENTED BY

Cincinnati Life

DATE: Tuesday, April 23, 2019

TIME: 10:00 AM – 10:30 AM CST

To access the web conference, please log on to http://cinfin.adobeconnect.com/life up to 15 minutes prior to start time. If you are unable to log in, please call (855) 516-1410 to listen by phone. The access code is 4322591346.

When joining the webinar, please enter your email address as your name so that the presenter can follow up with you after the webinar. Contact the Cincinnati Life worksite marketing team at (844) 833-7766 with your questions about worksite marketing.

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