Interest would be taxed, but the principal would not. Great American Life is now MassMutual Ascend. Help your clients secure their retirement. Offer your clients guaranteed growth with American Freedom Stars & Stripes 7. American Freedom Classic 5. This includes: A one-time, four-hour state approved continuing education course;* andForm W-4R (2023) Page 2 General Instructions (continued) Nonperiodic payments—10% withholding. This site is intended for producer use only. MassMutualAscend. Thank you for choosing theCincinnati, OH. If you are a producer, please click below to continue to the site. They were drawn to our company because of our continued growth as a leading annuity provider and long-standing reputation for providing superior customer service. Offers a bailout feature on available indexed strategies. As a wholly owned subsidiary of MassMutual, we function with the. We would like to show you a description here but the site won’t allow us. Includes illustration software for the following products: American Freedom Classic 3. Offer your clients safety and predictable growth with American Freedom Classic 5. Issue Ages. Monday - Thursday 8:00 AM - 5:30 PM EST, Friday 8:00 AM - 5:00 PM EST. This site is intended for producer use only. com • Click on Business Management • Under My Clients, click on Active Policies, and then search for the policy number • Click on Advisory Fee tab on the bottom of the page Here, you can also download forms to make changes to your billing schedule. Systematic Withdrawal (For 403/401/457 Tax Qualifications) ESP2942. Complete the form below to access new business paperwork. Intended for distribution by advisors doing fee-based planning, this zero commission fixed-indexed annuity offers: • Protection from market loss. Offer your clients IncomeSecure, an optional guaranteed income rider, featuring:This site is intended for producer use only. American Freedom Stars & Stripes 7. For a complete product description, see the Product Overview in the Marketing Materials. Rates and caps are current as of the date shown and are subject to change at any time. They were drawn to our company because of our continued growth as a leading annuity provider and long-standing reputation for providing superior customer service. With this solution, clients can enjoy higher earning potential in exchange for a contract fee. Offer your clients safety and predictable growth with American Freedom Classic 5. • Guaranteed increasing interest rates during initial five-year term • 10% penalty-free withdrawals • Early withdrawal charges and market value adjustments that end after five yearsThis site is intended for producer use only. This site is intended for producer use only. The Index Frontier 7 Pro offers two ways to reduce downside risk, giving your clients the flexibility to align their exposure with different market cycles. less than $100,000 Declared rate S&P 500 1-year point-to-point with capThis site is intended for producer use only. MVA rates shown above. GreatFlex 6 NQ/IRA. Intended for distribution by Investment Advisory Representatives doing fee-based planning, the Index Achiever Advisory registered index-linked annuity is designed to help your clients grow their retirement assets by participating in market growth, reducing exposure to loss and allowing assets to grow tax-deferred. Install this software. The Index Summit 6 Pro is designed to help your clients grow their retirement assets by participating in market growth, reducing downside risk with floors, buffers and downside participation rates, and allowing assets to grow tax-deferred. This site is intended for producer use only. Intended for distribution by Investment Advisor Representatives doing fee-based planning, this zero commission fixed-indexed annuity offers: • Protection from market loss. - 5 p. com, or Amy Duffy at 513-304-4354 or aduffy@mmascend. FlexMax 14. This site is intended for producer use only. Investment Advisors log in here to access secure content. For a complete description, see the Product Overview located under the Marketing Materials tab. MassMutual Strategic Distributors (MMSD) is built for your business with diverse solutions that meet client needs for flexibility, protection, and growth. m. The MassMutual App is easy to use and safe to access from your phone. This guaranteed death benefit rider offers a 9% rollup for issue ages 50-75, a 6% rollup for issue ages 76-85 and refund of rider charges in certain circumstances. A solution that manages risk and reward. This fixed annuity offers a guaranteed rate during the three-year term. Offer your clients guaranteed growth with SecureGain 7. Need Assistance? Our team is here to help. SingleMax Ten. less than $100,000 Declared rate S&P 500 1-year point-to-point with capFlexMax Plus. Solutions To Fit Your Clients' Needs. If you are a producer, please click below to continue to the site. Our commitment to our customers is as strong as ever. American Legend 7. • Growth opportunity with multiple indexed strategies. Offer your clients competitive growth opportunity with American Legend 7. This fixed annuity offers two three-year terms with the option to surrender without penalty during the last 30 days of the initial three-year term. Incomplete entries may be disqualified. This site is intended for producer use only. This site is intended for producer use only. A. S. This will allow us to track and provide account values for billing and reporting purposes. Its quick and easy to pay a bill, access your agent portal, and more. Address Change/Beneficiary Change/Information Request ASM2044. 2. 2. We offer holistic financial security through life insurance, disability income insurance, annuities, and long term care solutions. This fixed annuity offers a base interest rate that increases 0. If you are a producer, please click below to continue to the site. 800-854-3649. $10 B. Agent Approved - Registered Index-Linked Annuity Materials. Please see below for current and renewal rates. If you are a producer, please click below to continue to the site. CINCINNATI – October 3, 2022 – Great American Life Insurance Company announced today that it will now do business as MassMutual Ascend Life Insurance Company (MassMutual Ascend). Contract/Certificate Ownership/Annuitant. Follow the instructions below. - 5. com. Same financially-strong company. "The team at MassMutual Ascend helped me through the whole process. No purchase or other consideration is required to enter. , founded in 1851. MassMutual Ascend is a proud subsidiary of MassMutual. Safe Return. Rates and caps are current as of the date shown and are subject to change at any time. This site is intended for producer use only. Premier Income Bonus. com. This fixed-indexed annuity offers multiple indexed strategies, accepts additional purchase payments during the first contract year, and features early withdrawal charges and market value adjustments that end after five years. - A fee-based fixed annuity offers guaranteed growth and complete downside protection. This fixed annuity offers two three-year terms with the option to surrender without penalty during the last 30 days of the initial three-year term. From our people to our technology, we strive to always provide you and your clients with what you need, when you need it. Great American Life is now MassMutual Ascend. To help you get started, we provide several tools and resources designed specifically for RIAs including a state-of the art Portfolio Simulator. Best. Help your clients take control of their financial legacy. This product accepts single and flexible purchase payments. To access your account, please use your MassMutual Ascend Username and Password. American Freedom Classic 3. If you are an existing annuity policyholder, please log into your account at MassMutualAscend. com to learn more about our company and products, or to login to your account. 1. The Index Summit 6 Pro is designed to help your clients grow their retirement assets by participating in market growth, reducing downside risk with floors, buffers and downside participation rates, and allowing assets. View account balances, make an online payment for life insurance, annuities and investments. com Affiliate: Annuity Investors Life Insurance Company® Administrator for Life Insurance and Annuities: Loyal American Life Insurance Company® Continental General Insurance Company® To help ensure your request is processed timely and accurately, please print clearly and only in the spaces provided. A one-time product-specific training, as required by the insurance company, prior to the solicitation of the sale of an annuity. You can earn 5. , founded in 1851. Intended for distribution by Investment Advisor Representatives doing fee-based planning, this zero commission fixed-indexed annuity offers: • Protection. Please note, if you do not complete required training prior to your first sale, new business will be rejected and returned to you. Whether you prefer to fill out paperwork electronically or by hand, the choice is yours!This site is intended for producer use only. All rights reserved. S6060418NW (10/3/2022)Policyholder Forms - Withdrawal. - 6 p. It’s in our service and in our name. Insurance Strategies. MM Ascend Life Investor Services, LLC. S. in guaranteed income benefits to our valued contract owners. It also offers greater earning potential in exchange for an annual fee. We reviewed the SecureGain 3 from MassMutual Ascend. 10% in years two through seven. Get the latest insurance, retirement, and financial planning news. 2. Offers a guaranteed interest rate during each three-year term, and early withdrawal charges and market value adjustments that end after 6 years. By using the latest cybersecurity technologies, including biometric login with Touch ID and Face ID to access your accounts, MassMutual puts your security first. , founded in 1851. Monday - Friday 8:00 AM - 5:00 PM EST. During the accumulation phase, you build money and contribute to your annuity, as it earns interest at a fixed rate. American Freedom Classic 5 At A Glance B1161022NW. They were drawn to our company because of our continued growth as a leading annuity provider and long-standing reputation for providing superior customer service. MVA rates shown above. 2023 (unless your letter states a later date). Growth and Protection Strategies in Action With a 50% Downside PAR Strategy B1844522NW. , founded in 1851. MassMutual Ascend. We are a wholly owned subsidiary of MassMutual, one of the largest life insurance companies in the U. 4 Self-service phone options Our 24/7 self-service account system makes it easy for clients to request forms and access contract information. • Refund of rider charge at death if income payments have not started. MassMutual Ascend Life Insurance Company is rated A+ by AM BEST, A+ by Standard & Poor’s, and A3 by Moody’s and has a 92 Comdex Score. MassMutual's Financial Professionals at Ascend Financial Group in Plymouth, Minnesota can help you learn more about insurance, investing and financial planning. This site is intended for producer use only. If you are a producer, please click below to continue to the site. If you are a producer, please click below to continue to the site. 87 likes · 3 talking about this · 7 were here. This fixed-indexed annuity offers a return of premium guarantee, a bailout on indexed strategies, and features early withdrawal charges that end after 10 years. Please talk with your financial professional to determine the strategies available. MassMutual Ascend is a proud subsidiary of MassMutual. This site is intended for producer use only. If you are a producer, please click below to continue to the site. Insurance Carriers. 2 zillion last year. S. comA+ Three keys to success Solid operating performance In the last decade, our gross annuity premiums have more than doubled to $44 billion. As a wholly owned subsidiary of MassMutual, we function with the. For products not listed above please contact a Relationship Manager at 800-438-3398 option 2 or New Business at 800-438-3398 option 3 for verification. We will continue to offer the same industry-leading fixed, fixed-indexed, fee-based and registered-indexed linked annuities. Offer your clients IncomeSecure, an optional guaranteed income rider, featuring: • Income payments available to start immediately after issue (if age 55+) • Income percentages that increase annually. To file an annuity or life insurance claim, please complete the online submission form or call our Customer Service Representatives at 800-854-3649. S&P 500 Risk Control 10% 1-Year Index Analysis F1851823NW. This fixed-indexed annuity offers multiple indexed strategies, accepts additional purchase payments, and features early withdrawal charges and market value adjustments that end after seven years. If you are a producer, please click below to continue to the site. 3. If you are a producer, please click below to continue to the site. Index Achiever Advisory. This fixed annuity offers a competitive rate that is guaranteed for the initial five-year term. 25% first-year interest rate bonus, and a base interest rate that increases 0. Select all. You can earn 5. Forgot password? Create a User. If you are a producer, please click below to continue to the site. Clients must receive the Index Summit 6 prospectus prior to sale. After the first contract year, if you are confined to a nursing home or long-term care facility for at least 90 consecutive days, you have the option to withdraw up to 100% of the account value without incurring an early withdrawal charge or market value. The Index Protector 5 MVA fee-based annuity is designed to fit seamlessly into your current advisory practice. If you are a producer, please click below to continue to the site. 1. This registered index-linked annuity is intended for distribution by Investment Advisor Representatives doing fee-based planning and offers: Participation in market growth and reduced downside risk with floor, buffer and downside participation rate strategies. 80% for 3 years with this multiple-year guaranteed annuity. Select all. Learn more with the Inheritance Enhancer case study flier!Offer your clients guaranteed growth with SecureGain 7. American Landmark 5. Offer your clients competitive growth opportunity with American Legend 7. This site is intended for producer use only. Select all. When it comes to planning for your future, there’s no one-size-fits-all approach, so you may be asking yourself, “Which annuity is right for me?”. Details Riders Rates State Approvals New Business Kits Marketing Materials Submit Business. 888-504-7109 option 3. Offer your clients a 2% additional interest rate with FlexMax 14. Maximize your retirement savings. The Index Achiever Advisory can help you bring value to your clients' portfolios. The Advantage 5 Advisory fixed annuity can provide your clients with guaranteed, predictable growth while eliminating their downside risk. Details Riders Rates State Approvals New Business Kits Marketing Materials Submit Business. Fee-Based. Windows Installation. This site is for clients who own an annuity contract issued or administered by MassMutual Ascend. This fixed annuity offers two three-year terms with the option to surrender without penalty during the last 30 days of the initial three-year term. 75% fee, clients will receive greater earning potential. If you are a producer, please click below to continue to the site. This product accepts single purchase payments. MVA rates shown above. This site is intended for producer use only. A base interest rate is set for the purchase payment. Learn More >. 25% in years two through seven. Inherited non-qualified 0-75 Non. Index Protector 4. If you are a producer, please click below to continue to the site. American Landmark 3. Securely login and manage your MassMutual account information. For a complete product description, see the Product Overview in the Marketing Materials section below. This site is intended for producer use only. GENERAL. If you are a producer, please click below to continue to the site. For a complete product description, see the Product Overview located in the Marketing Materials section. Offer your clients competitive growth opportunity with American Landmark 3. secure login to their account. If you are a consumer, please visit MyAnnuity. For a complete rider description, see the Rider Overview in the. This fixed annuity offers a 1% first-year interest rate bonus, and a base interest rate that increases 0. Lock In Your Growth Opportunity With a Cap Lock Strategy F6074322NW. Rates. Click an item for help. Maximize your retirement savings. Complete the annuity application with Quick App SM, our electronic application system designed exclusively for RIAs. For a complete product description. California contracts receive MVA rates but remain non-MVA. S&P 500 1-Year Index Analysis F1838022NW-1. This site is for clients who own an annuity contract issued or administered by MassMutual Ascend. , founded in 1851. Please work with a qualified specialist. This fixed annuity offers a base interest rate that increases 0. If you are a producer, please click below to continue to the site. 800-438-3398 option 4. When you're ready to offer annuities, follow these three simple steps to streamline the process. With a MassMutual account login, you can access your insurance, annuities, and investments ─ from any. Contact us securely. Specifically designed for non-qualified or IRA sales, this product accepts periodic purchase payments and features a six-year rolling early withdrawal charge. Fixed Period, not to exceed life expectancy. If you are a producer, please click below to continue to the site. Thank you for choosing theHelp your clients take control of their financial legacy. S&P 500 Return Frequency Flier F6049523NW. If you are a producer, please click below to continue to the site. Find more resources at MassMutualAscendRIA. User Name: Password: Forgot User Name Forgot Password Register Now. This fixed-indexed annuity offers multiple indexed strategies, accepts additional purchase payments during the first 10 contract years, and. MassMutual Ascend is a proud subsidiary of MassMutual. MMALIS will also affirm their right to obtain a paper copy free of charge by contacting Peter Nerone, Chief Compliance Officer at (513) 361-9525 or pnerone@mmascend. Select all. RMD Withdrawal (one-time and systematic) ESP2941 U. *Requirement varies for California. Tips For Completing The Withdrawal/Surrender Request. We reviewed the SecureGain 5 from MassMutual Ascend. Monday - Thursday 8:00 AM - 5:30 PM EST, Friday 8:00 AM - 5:00 PM EST. There are various ways to submit new business. Great American Life Insurance Company, who joined the MassMutual family of subsidiaries last year, is now doing business as MassMutual Ascend. If you’d like to change your strategy allocations for the new term, it’s easy! Simply log into your account or complete and return the form that was mailed to you. If you are a producer, please click below to continue to the site. Everything we do is rooted in a culture of service. Even with our name change, we will operate as a stand-alone subsidiary of MassMutual. In 2021, we were acquired by MassMutual, one of the largest life insurance companies in the U. American Freedom Classic 3 At A Glance B1160922NW. Click the button below to access the required training. Beneficiary Change (Annuitized Contracts Only) ASM2134. Complete the form below to access new business paperwork. Rates and features are current as of the date shown and are subject to change at any time. Product-specific training will also need to be completed for new products and major changes to an existing product. If you plan to sell fixed/fixed-indexed annuities, complete the required paperwork. With a 10-year declining early withdrawal charge, this product accepts periodic purchase payments! For a complete description, see the Product Overview located under the Marketing Materials tab. 1011. MassMutual Ascend is a proud subsidiary of MassMutual. They were drawn to our company because of our continued growth as a leading annuity provider and long-standing reputation for providing superior customer service. SPIA Quote Calculator. I would Like To: Pay my bill Download a Claim Form Change Beneficiaries Transfer Ownership Change my billing method. Manage your personal information. A+ (2nd. MassMutual Ascend is a proud subsidiary of MassMutual. You and your clientsProduct Rates & State Approvals. Log in here. American Landmark 3 American Landmark 5. Interest would be taxed, but the principal would not. We offer a suite of advisory products to accommodate your clients’ varying needs - all of which are intended for distribution by Investment Advisor Representatives doing fee-based planning. This fixed-indexed annuity offers multiple indexed strategies, accepts additional purchase payments, and features early withdrawal charges and market value adjustments that end after seven years. in guaranteed income benefits to our valued contract owners since 2000, involving more than $1. The Index Summit 6 is designed to help your clients grow their retirement assets by participating in market growth, reducing downside risk with floors, buffers and downside participation rates, and allowing assets to grow tax-deferred. They were drawn to our company because of our continued growth as a leading annuity provider and long-standing reputation for providing superior customer service. Taking financial futures above and beyond with industry-leading annuities FlexMax. • Refund of rider charge at death if income payments have not started. American Legend 7. , founded in 1851. MassMutual. Using historical market returns, compare how the product’s five indexed strategies would. If you are a producer, please click below to continue to the site. 15% for 5 years with this multiple-year guaranteed annuity. 5% additional interest rate with FlexMax Plus. For a complete description, see the Product Overview located under the Marketing Materials tab. MassMutual Ascend Life Insurance Company Ratings. The name MassMutual Ascend came about after conducting. Tips For Completing The Withdrawal/Surrender Request. Sign up for an. This site is intended for producer use only. Incomplete entries may be disqualified. Manage Your Business Online Logging into our website and creating an account is easy. For a complete product description, see the Product Overview in the Marketing Materials section below. Maximize your retirement savings. decades a experience, we’ve been proudly raising our clients’ financial futures since 1961. Please have your loved one’s contract number or Social Security number available so we can accurately answer any questions. 5. Index Protector 7. On Wednesday, March 8, the management of the bank abruptly decided to mark to market some long-duration bonds and surprised investors with news that it needed to raise $2. This site is intended for producer use only. Please refer to the letter for instructions on how to enroll in these services and call 866-676-3191 if you have questions about enrolling in these services. • Refund of rider charge at death if income payments have not started. comThis site is for clients who own an annuity contract issued or administered by MassMutual Ascend. Founded in 1992. Get the latest insurance, retirement, and financial planning news. This site is intended for producer use only. This includes: A one-time, four-hour state approved continuing education course;* and. Launch this software. Available strategies may vary by Broker/Dealer and by state. Great American Life Insurance Company, who joined the MassMutual family of subsidiaries last year, is now doing business as MassMutual Ascend. They were drawn to our company because of our continued growth as a leading annuity provider and long-standing reputation for providing superior customer service. Learn MoreThe rebrand comes as a result of the company’s acquisition by Massachusetts Mutual Life Insurance Company (MassMutual) in May 2021. 49% for 7 years with this multiple-year guaranteed annuity. Systematic Withdrawal (For 403/401/457 Tax Qualifications) ESP2942. Index Achiever Renewal Rates. We've paid over. 800-438-3398 option 2. This site is intended for producer use only. Please note that these documents are managed by a third-party. During the accumulation phase, you build money and contribute to your annuity, as it earns interest at a fixed rate. Offer your clients a 1. Return the completed paperwork via fax to 513-361-5930. CONTRACTING & COMPENSATION SERVICES. The American Freedom Liberty 7 offers growth potential with indexed strategies tied to well-known indexes and complete protection against market declines. NEW BUSINESS. They were drawn to our company because of our continued growth as a leading annuity provider and long-standing reputation for providing superior customer service. This advisory product is intended for distribution by Investment Advisor Representatives doing fee-based planning and offers: Predictable growth with a rate that's guaranteed for 5 years. We simplify customer support by giving you and your clients what you need when you need it. It also offers greater earning potential in exchange for an annual fee. This product accepts single purchase payments. Complete the required paperwork for the type(s) of annuities you plan on selling. This fixed-indexed annuity offers multiple indexed strategies, accepts additional purchase payments during the first contract year, and features early withdrawal charges and market value adjustments that end after five years. Revenue: Unknown / Non-Applicable. Additional Purchase Payment Kit. Supporting independent producers has been a hallmark of Columbus Life's success for more than 100 years. American Freedom Aspire 7 Overview B1460115NW. This site is intended for producer use only. To access your account, please use your MassMutual Ascend Username and Password. AssuranceSelect 5 Plus. 10% in years two through five. The 2010 NAIC Suitability in Annuity Transactions Model Regulation training is required in all states. Help your clients take control of their financial legacy. Create your account today! Welcome. Premier Income Bonus. Offer your clients competitive growth opportunity with AssuranceSelect 7 Plus. Annuities at a glance. Calculate & Add to Quote. For a complete product description, see the Product Overview in the Marketing Materials section below. This site is intended for producer use only. AAG2816 (6/08/23) Affiliates: Annuity Investors Life Insurance Company® Manhattan National Life Insurance Company Administration for Life Insurance and Annuities: In 2021, we were acquired by MassMutual, one of the largest life insurance companies in the U. The American Landmark 5 offers diversified earning potential for growth-minded clients. Agent Login Flier X6077423NW Financial Strength Brochure B2629223NW Fixed Annuity Rate Lock Procedures – Electronic Business F6070722NW-4This site is intended for producer use only. This site is intended for producer use only. If you are a producer, please click below to continue to the site. The 2010 NAIC Suitability in Annuity Transactions Model Regulation training is required in all states. This strategy may only be selected during the first contract year. Investment Advisors log in here to access secure content and manage. Learn More. 25% in years two through seven. Offer your clients guaranteed growth with American Freedom Aspire 7. Registered Index-Linked Annuity Illustration Software. Index Frontier 7 Pro At A Glance B1845222NW. Find materials to assist clients and their loved ones during a time of loss. This allows us to maintain a level of independence while having the financial backing of MassMutual. Editing Strategy Allocations For Current Funds On the Renewal Strategy Selection page, you can view current strategy allocations for the displayed term and make changes. Return of premium feature. RMD Withdrawal (one-time and systematic) ESP2941 U. If you are a producer, please click below to continue to the site. Customer Service: 800-854-3649 Monday – Friday 8 a. EXCEPTIONS: • Section 401 Retirement plan/trust or ERISA plan/trust – Most of our annuity products will not accept business for plans qualified under Section 401 of theThe Index Frontier 7 Pro offers two ways to reduce downside risk, giving your clients the flexibility to align their exposure with different market cycles. If you are a producer, please click below to continue to the site. Great American Life is committed to helping people plan for a secure retirement in an uncomplicated way.