Advisors Blog

Lock in a Great Rate Today: 2.60% Guaranteed for 5 Years

Published on April 13, 2020




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Lock in a Great Rate Today with Reliance Standard!

Traditional Fixed Annuity - Effective 3/30 - New Rates are as follows:

  • Eleos-MVA - 2.60%
  • Eleos-SP - 2.45%
  • Apollo-MVA - 4.20% / 2.20%
  • Apollo-SP - 4.05% / 2.05%

These provisions and more are ALL INCLUDED:

  • 2.60% Guaranteed for 5 Years (would need a 3.47% Taxable Equivalent Yield in combined 25% Fed/State tax bracket to match that)
  • A+ EXCELLENT AM Best Rating
  • Up to 2.50% Compensation (higher than most!)
  • Low minimum premium - Only $10,000
  • 0-85 Issue ages (Qualified & Non-qualified)
  • 10% FREE Withdrawal Starting YEAR ONE!
  • Nursing Home & Hospitalization Waiver
  • Death Benefit = Full Account Value   



We at GBS Insurance thank you again for your business.

For more information or insurance quote requests,

please call us at (860) 473-5966

For agent use only - not for use with the general public.

Corporate CA License No. 0D87913


21820 Burbank Blvd., Suite 301

Woodland Hills, CA 91367

Phone: (800) 473-5966

GBS Insurance and Financial Services, Inc. do not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

© 2020 Arthur J. Gallagher & Co. 




Helping Clients Cope with Market Volatility

Financial Professionals often refer to the average rate of return of investment portfolios as a static or level number - but that does not tell the whole story because of the market’s inherent ups and downs. Research shows the timing and order of those returns can have significant effects on the total return of the portfolio. Understanding this so called “Sequence of Returns” can help these Financial Professionals recognize the importance of repositioning their clients’ investment portfolios for a favorable retirement income strategy in the future.


Fixed Indexed Annuities in Retirement Planning

In this newsletter, you’ll find a selection of timely resources that can help support your conversations on using fixed indexed annuities as a retirement savings vehicle. Use the below resources to discuss solutions with centers of influence and clients so they can start to take action today.


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Start Your GBS Online Account

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