Carrier Updates

Equitrust Fixed Index Annuities Rate Decrease!

EquiTrust is decreasing rates on some accounts for all FIAs — including Bridge®, effective 1/24/24!

Transition rules:

Aetna Claims Process Guide

Do you ever have trouble with the Aetna appeals process? See below for a helpful guide on how to do it.

Eligible Allina Health | Aetna Members Get Up to $100 a Year to Shop CVS® Retail Wellness Products

Allina Health | Aetna is committed to helping your clients’ bottom line by helping their employees feel and work their best, which is why they offer this health and wellness allowance.

New States Available for Optimum Health Saver with New Era Life Insurance!

PAL's Optimum Health Saver Plan is now available for sales in the following states:

New Rates from Americo

Platinum Assure Series Multi-Year Guaranteed Annuity rates will change effective as of January 8, 2024.

Assurity Individual Accident Insurance Now Available in These States!

Assurity is now announcing new areas for Individual Accident Insurance. It is now available in the following states:

Colorado, Maryland, Minnesota, North Dakota, New Jersey, Oregon, South Carolina, and Indiana 


Main Office:
2401 Sardis Road North, Suite 110
Charlotte, NC 28227

Texas Office:
9441 Lyndon B. Johnson Fwy Suite 512
Dallas, TX 75243

Mississippi P&C Office:
180 Canal Place
Philadelphia, MS 39350

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