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Transamerica

Updated Tax Facts Client Guide
Planning for the new year? The 2017 Tax Facts Client Guide will help add value to your next client planning session. Keep the latest information at your fingertips including lifetime gift and estate tax exemptions, 2017 tax rate tables, capital gains taxes and more.

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Life Insurance Options
  • Guaranteed and Simplified Issue
  • Impaired Risk
  • Indexed Life
  • Survivorship Life
  • Term Life
  • Universal Life
  • Whole Life

Quick App Programs



Some of our core carriers have developed paperless quick app programs that streamline the application process saving you valuable time.

Quick App Programs
 

ANNUITIES: RATES CONTINUE TO CLIMB

View the top picks for fixed annuities. Contact CPS today for complete details and state availability.

CARRIER

PRODUCT

A.M. BEST RATING

GUARANTEE PERIOD

YEAR 1

YEARS 2+

YIELD

COMM

ISSUE AGES

Guggenheim

Preserve MYG (250k+)

B++

3 years

2.10%

2.10%

2.10%

1.00%

0-90

Guarantee Income Life

Guarantee 4

B+

4 years

2.60%

2.60%

2.60%

1.60%

0-100

Atlantic Coast Life

Safe Haven 5

B+

5 years

4.00%

3.00%

3.20%

2.00%

0-85

Sentinel Security Life

Personal Choice Annuity 5

B++

5 years

3.15%

3.15%

3.15%

2.25%

0-90

The Standard

FGA5

A

5 years

2.70%

2.70%

2.70%

2.00%

0-90

Atlantic Coast Life

Safe Haven 6

B+

6 years

4.10%

3.10%

3.27%

2.00%

0-85

American National

Palladium MYG6

A-

6 years

2.90%

2.90%

2.90%

2.50%

0-85

Atlantic Coast Life

Safe Haven 7

B+

7 year

4.25%

3.25%

3.39%

2.25%

0-90

Sentinel Security Life

Personal Choice Annuity 7

B++

7 year

3.30%

3.30%

3.30%

2.25%

0-90

Guggenheim

Preserve MYG (250k+)

B++

9 year

3.20%

3.20%

3.20%

2.50%

0-90

Atlantic Coast Life

Safe Haven 10

B+

10 year

4.40%

3.40%

3.50%

2.25%

0-90