Monday Minute – November 18, 2024
Advisor to CEO with David Grau Jr
November 20: InsurMark Webinar with David Grau on Succession Planning at 3:00 PM Central
Many advisors want to grow their practices and ultimately enjoy the fruits of their legacy, yet 90% of succession plans fail.
2025 Planning is upon us. Don’t forget to schedule your 2025 Planning session with your ADC to make sure that 2025 is your best year yet. Take 30 min to establish a plan to accomplish your goals for 2025.
RMD Deadlines: As 2024 comes to an end, carriers have deadlines in early December for RMD and withdrawal requests to be guaranteed by December 31st.
Each carrier is different, but all fall before 12/15. Check with your Advisor Development Consultant and or case manager for specific carrier deadlines.
Global Atlantic to require electronic applications for fixed indexed annuities. Effective December 30,2024 Global Atlantic will only accept electronic applications for their suite of fixed index annuity(FIA) products. They will continue to accept paper apps through March 31, 2025.
Carrier Updates
Check our Carrier Updates page for the latest news and announcements, including links to resources, webinars and helpful documents.
MYGA Report
Our MYGA Report also gives you an up-to-date look at the highest interest rate guarantees available through InsurMark.