Expand Your Client Offerings
Simple Annuity pays 2.50% for 4-year and 2.80% for 6-year vs. national average 5-year CD rate of 0.31%*
With ALEX.fyi, you can offer the Nassau Simple Annuity MYGA to your clients through a simple, efficient online experience.
Submit a request to get a customized link to the Simple Annuity MYGA application.
Complete mandatory product training.
Easily earn full compensation when clients purchase. See below for more information.
Your clients may be able to complete the Simple Annuity application in as little as 15 minutes.
Our suitability review process is designed to be easy for you and your clients.
Improve client retention and expand your product lines by providing a solution to earn more yield.
-Ramsey Smith, Founder of ALEX.fyi
Share your personalized link
Scale your business efficiently by emailing your long list of clients and prospects.
Provide clients a way to earn guaranteed interest on a tax-deferred basis.
Incorporate an alternative to fixed-income investments in financial plans.
Consider this attractive alternative for clients with maturing CDs.
Simple Annuity Link Request
FOR PRODUCER USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.
ALEX.fyi is an independent company and is not an affiliate of Nassau. All product sales must be appropriate based on a comprehensive review of the client’s financial/insurance needs and financial objectives. The information above is not individualized to address any specific investment objective. It is not intended as investment or financial advice. We encourage you to consult with an advisor who can tailor a financial plan to meet your needs. Nassau and ALEX.fyi do not provide tax, financial, or investment advice, or act as a fiduciary in the sale or service of the product.
Annuities are long-term insurance contracts. Annuities held within qualified plans do not provide any additional tax benefit. Annuity contracts may be subject to possible loss of principal and earnings, since a surrender charge and market value adjustment may apply to withdrawals or upon surrender of the contract. All or a portion of amounts withdrawn are subject to ordinary income tax, and if taken prior to age 59 1⁄2, a 10% IRS penalty may also apply.
Product features, options and availability may vary by state. Guarantees are based on the claims-paying ability of the issuing company. Nassau Simple Annuity (18FADTCP and ICC18FADTCP) is a Single Premium Deferred Fixed Annuity issued by Nassau Life and Annuity Company (Hartford, CT), a subsidiary of Nassau Financial Group. Nassau Life and Annuity Company is not authorized to conduct business in MA, ME and NY, but that is subject to change.
Insurance Products: NOT FDIC or NCUAA Insured, NO Bank or Credit Union Guarantee
*SOURCE/DISCLOSURE — BankRate.com as of 6/16/21. Rates are subject to change.
For more information on compensationSchedule A Call