News & Blog

Charter Plus 10 & 14 Fixed Index Annuities enhancements for 2024

It's the New Year, and there are significant enhancements to Charter Plus 10 & 14 fixed index annuities. Starting Jan. 23, an optional enhanced bonus rider (EBR)2 and Barclays Transitions Indices will be available on North American Company’s Charter Plus fixed index annuity series (FIAs). 

Ascension AOR Update!

A very important Agent of Record update from Ascension is below: - Auto Re-Enrolled Consumers Have Till 1/16/24 To Change 2024 Coverage

Many consumers who were enrolled in the Marketplace for last year (Plan Year 2023) and did not make an active Plan Year 2024 (this year) plan selection by the 15th of December, 2023 were all consequently auto re-enrolled in coverage with an effective date of the 1st of January, 2024. This information was visible on and on partner sites starting the 16th of December, 2023. 

MGSV-MGIR Rate Increasing & CS Tech Edge Now UBS Tech Edge

Increase to MGSV-MGIR Rate:

American Equity is pleased to announce that the Minimum Guaranteed Surrender Value-Minimum Guaranteed Interest Rate (MGSV-MGIR) is increasing on American Equity fixed and fixed index annuity products. This change is effective as of January 1, 2024.

For all of the AssetShield™ series, IncomeShield™ series, EstateShield™ series, GuaranteeShield™ series and FlexShield™ 10 contracts, the new MGSV-MGIR rate will be 3.00%. 

Contracts issued on January 1, 2024, and after this date will receive the new rates. There will not be any adjustments made to the previously issued contracts made before January 1, 2024. There will be no exceptions to this rule. 
Index Name Update: Credit Suisse (CS) Tech Edge is Now Becoming UBS Tech Edge

Due to the purchase of Credit Suisse by UBS, the index sponsor is being changed from Credit Suisse International to UBS AG, London Branch. Shield Suite products with CS Tech Edge indices will be changed to UBS Tech Edge indices.

As a note, the American Equity materials and digital platforms will reflect this change as of January 1, 2024. Bloomberg and other platforms will update this change by by January 8, 2024.

The ticker will remain as CSEATEDG and the crediting rates will not change as a result of the name change.

In order to get the updated sales materials and to order your own custom ad slicks, please log into American Equity's MyPortal. 

To contact American Equity, go to You can also call American Equity at 888-647-1371  


* Annuities and Rider issued under form series ICC22 BASE-IDX, ICC22 BASE-IDX-B, ICC21 BASE-IDX-MSP, ICC21 BASE-IDX-SP, ICC20 BASE-SPDA, ICC22 IDX-11-10, ICC22 IDX-10-10, ICC22 IDX-10-7, ICC22 IDX-10-5, ICC20 MSP-10, ICC21 IDX-12-10, ICC20 SPDA-3, ICC20 SPDA-5 ICC20 E-PTP-C, ICC20 E-PTP PR, ICC20 E-MPTP-C, ICC18 E-MPTP-A, ICC21 E-SC, ICC20 R-LIBR-FCP, ICC20 R-LIBR-FSP, ICC20 R LIBR-W-FCP, ICC20 R-LIBR-W-FSP, ICC21 R-LIBR-W-BAV, ICC20 R-EBR, ICC20 R-ERR, 21 R-ERR, ICC16 R-MVA, ICC18 R-WSC, ICC20 R-EBR and state variations thereof. Availability may vary by state.

Rates are set at issue and subject to change.
Guarantees are based on the financial strength and claims paying ability of American Equity and are not guaranteed by any bank or insured by the FDIC. *

Ascension Complete is Becoming Wellcare Complete & Wellcare ACT Training Courses Changes

Wellcare is pleased to announce that on Jan. 1, 2024, Ascension Complete will become Wellcare Complete, a product of Wellcare by Allwell. The brand name change complements the plan's relationship as a wholly owned Centene company.

Key Information:

Cigna January Training Schedule

Check out the schedule below!

To register for a session, log in to Producers' University and search in the 'Instructor Led (Events)' tab.


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