Don't Leave Money on the Table: Why Every Producer Should Be Asking About Annuities If you sell Medicare or work with clients nearing retirement, but you’re not talking to those clients about annuities, you’re missing a major opportunity to better serve them while also boosting your earnings. Overlooking this conversation
February 3 Rates CLICK HERE TO VIEW MYGA TOP PRODUCTS Contact your annuity expert at OCI: Darwin “DC” Couch Financial Solutions Sales Manager (402) 697-5629 dcouch@ociservices.com Remember you can also access the OCI Resource Portal to check for the most recent annuity rates. Although we make every effort to keep this information current, we cannot guarantee
6055 & 6056 Reporting The Affordable Care Act (ACA) created reporting requirements under Code Sections 6055 and 6056. Under these rules, certain employers must provide information to the IRS about the health coverage they offer (or do not offer) to their employees. 2025 New Legislation: Impact
January 28 Rates CLICK HERE TO VIEW MYGA TOP PRODUCTS Contact your annuity expert at OCI: Darwin “DC” Couch Financial Solutions Sales Manager (402) 697-5629 dcouch@ociservices.com Remember you can also access the OCI Resource Portal to check for the most recent annuity rates. Although we make every effort to keep this information current, we cannot guarantee
Are You Addressing These 3 Retirement Fears? Do any of these concerns resonate with your clients? Losing their lifetime savings in the market Living too long and running out of money Getting sick while retired If the answer is “yes,” are you prepared to help them tackle these fears? Your clients are hearing how
Trends We’re Seeing: Deposits are still at an all-time high FIAs are also at an all-time high MYGAs are up over 50% over the last year If you have a client who's nervous about volatility or needs to turn some lifetime savings into guaranteed income, give us a call! VIEW MYGA TOP PRODUCTS
Missed the Deadline? You’ve Got More Time! Submit Interest Forms by January 31st to take advantage of OCI’s 1094/1095-B Filing Solution Fill out the interest form for your groups today to save them the headache of 1094/1095-B filing this spring: Interest Form What happens next? Click to view a sample of what your client
January 14 Rates CLICK HERE TO VIEW MYGA TOP PRODUCTS Contact your annuity expert at OCI: Darwin “DC” Couch Financial Solutions Sales Manager (402) 697-5629 dcouch@ociservices.com Remember you can also access the OCI Resource Portal to check for the most recent annuity rates. Although we make every effort to keep this information current, we cannot guarantee
Why You Can’t Afford to Wait: The Best Time to Sell Annuities Is Now With annuity rates at a 24-year high but beginning to decline, now is the time to help your clients safeguard their retirement savings. Make sure they don’t miss out on this opportunity—or turn elsewhere to buy. Learn How to Lock
January 8 Rates CLICK HERE TO VIEW MYGA TOP PRODUCTS Contact your annuity expert at OCI: Darwin “DC” Couch Financial Solutions Sales Manager (402) 697-5629 dcouch@ociservices.com Remember you can also access the OCI Resource Portal to check for the most recent annuity rates. Although we make every effort to keep this information current, we cannot guarantee
