Important Levinson News and Updates – 1/16/23 – North American
North American
Attention California producers
Rates decrease effective Jan. 23 on North American Charter® Plus fixed index annuity.
New year, new possibilities
In California, we anticipate approval on a new optional enhanced bonus rider1 (EBR) and the addition of Barclays Transitions Indices to Charter Plus in 2024. Watch your email for details on the when these new features will launch. Please continue to use the current materials available on NorthAmericanCompany.com until these new features are launched.
New required training starting Jan. 23
Since the rider is a new feature for the North American Charter Plus, new training will be required in all states. Visit RegEd to take the required product training (Code 24SFGNAC_01).
Helpful Links:
NEW BUSINESS GUIDELINES
Credited interest rate changes apply to applications received in the home office or submitted through e-Biz on or after Jan 23. A rate lock window of 45 days will apply. Rates are subject to change at any time.
