This site is for clients who own an annuity contract issued or administered by MassMutual Ascend. To edit allocations for current funds, click Edit Strategy Allocation. This 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. A one-time product-specific training, as required by the insurance company, prior to the solicitation of the sale of an annuity. During the accumulation phase, you build money and contribute to your annuity, as it earns interest at a fixed rate. Monday - Friday 8:00 AM - 5:00 PM EST. 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. com. Select e-delivery and have the annuity contract delivered. We simplify customer support by giving you and your clients what you need when you need it. For a complete product description, see the Product Overview in the Marketing Materials section below. Need a different arrangement? Contact Amy Duffy at 513-304-4354 or. MassMutualAscend. 888-504-7109 option 3. This fixed-indexed annuity offers multiple indexed strategies, accepts additional purchase payments during the first two contract months, and features early withdrawal charges and market value adjustments that end after three years. com to learn more about our company and products, or to login to your account. Safe Return. 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. If you are a producer, please click below to continue to the site. Welcome to our website! *Username Forgot Username?. Indexed. This fixed annuity offers a 1% first-year interest rate bonus, and a base interest rate that increases 0. Let’s secure more financial futures together. m. 2 On the Index Frontier 5 Pro, Index Frontier 7 Pro and Index Summit 6 Pro, a fee is deducted from each strategy on a daily basis and compounds to an. 10% in years two through seven. We’ve invested time and resources into developing technology and tools that allow you to seamlessly integrate an annuity to your advisory platform, which may provide benefits that are missing from clients’ portfolios today. If you are a producer, please click below to continue to the site. Details Riders Rates State Approvals New Business Kits Marketing. 1. Help your clients take control of their financial legacy. Parties may also find information about MMALIS on the SEC web site, site is intended for producer use only. LOGIN. com. Find. If you are a producer, please click below to continue to the site. This product accepts single purchase payments. MVA rates shown above. 75% fee, clients will receive greater earning potential. GENERAL. For more information about joining Columbus Life call 1-866-299-8715 or visit Become a Producer to learn more. This product accepts single purchase payments. For sales and marketing support please contact our RIA sales team: Phone: (800) 628-8226 M - F 8:00 AM - 5:00 PM EST For customer service support please contact:IncomeSustainer - temporarily suspended. All rights reserved. A long history of strength. This site is intended for producer use only. We would like to show you a description here but the site won’t allow us. 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. Maximize your retirement savings. Advantage 5 Advisory. S. IRA Charitable Distribution Form X6047522NW. Click an item for help. American Freedom Classic 5 Overview B1151821NW. TERM •The seven-year cap lock strategy has a seven-year term. Intended for distribution by Investment Advisor Representatives doing fee-based planning, this zero commission fixed-indexed annuity offers: • Protection. RMD Withdrawal (one-time and systematic) ESP2941 U. If you are a producer, please click below to continue to the site. Offers a guaranteed interest rate during each three-year term, and early withdrawal charges and market value adjustments that end after 6 years. Joint Life Contingent. This is called an exclusion ratio. CONTRACTING & COMPENSATION SERVICES. Diversify your clients’ portfolios with Index Protector 7. This site is intended for producer use only. 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. Growth opportunity. 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. Collateral Assignment Form ASM2328. Agent Login Flier X6077423NW Financial Strength Brochure B2629223NW Fixed Annuity Rate Lock Procedures – Electronic Business F6070722NW-4Policyholder Forms - Withdrawal. "Your forms are clear and I. Beneficiary Designation and Restricted Death Benefit Election X1053406NW. This site is intended for producer use only. • No early withdrawal charges. Learn more about the Index Frontier 7 Pro and how they can help meet clients’ growth and protection needs. Click here for information regarding PBI incident involving MassMutual Ascend customer data. MassMutual Ascend is a proud subsidiary of MassMutual. Great American Life is committed to helping people plan for a secure retirement in an uncomplicated way. Complete the form below to access new business paperwork. With a MassMutual account login, you can access your insurance, annuities, and investments ─ from any. Because we see annuities as more than just contracts. If you are a producer, please click below to continue to the site. 1011-ASC-4 Find the link to your MassMutual account from a list of options, such as MassMutual Dashboard, MassMutual Ascend, MassMutual Direct Term, and more. Incomplete entries may be disqualified. Sign up for an. in guaranteed income benefits to our valued contract owners since 2000, involving more than $1. MVA rates shown above. 5. MassMutual Ascend will be closed Thursday, November 23 and will also close at 1 p. Everything we do is rooted in a culture of service. This site is intended for producer use only. We reviewed the SecureGain 5 from MassMutual Ascend. New Index Summit 6 Pro now available! In exchange for a 0. Index Frontier 7 Pro At A Glance B1845222NW. For a complete product description, see the Product Overview in the. For a complete product description, see the Product Overview in the Marketing Materials section below. This fixed annuity offers a 1% first-year interest rate bonus, and a base interest rate that increases 0. or send us a message Already have an account? Log In. Monday - Thursday 8:00 AM - 5:30 PM EST, Friday 8:00 AM - 5:00 PM EST. , founded in 1851. This site is intended for producer use only. 2023 (unless your letter states a later date). Fixed Period, not to exceed life expectancy. Fixed Annuity B6081223NW. MassMutual Ascend is a proud subsidiary of MassMutual. 501 to 1000 Employees. Download the strategy comparison flier!A solution that manages risk and reward. Offer your clients safety and predictable growth with SecureGain 3. Taking service above and beyond. American Landmark 3 American Landmark 5. 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. As with most investments, with greater risk comes greater reward. To access contract value information for an in-force contract, log into MyBusiness. Need Assistance? Our team is here to help. This product accepts single purchase payments. This product accepts single and flexible purchase payments. A base interest rate is set for the purchase payment. Maximize your retirement savings. 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. Learn more with the Inheritance Enhancer case study flier!Offer your clients guaranteed growth with SecureGain 7. Taking service above and beyond. This site is intended for producer use only. American Landmark 5. If you are a producer, please click below to continue to the site. NAIC Product Specific Training. Select all. We deliver solutions that work for you and your clients. We reviewed the SecureGain 5 No MVA (Step Rate) from MassMutual Ascend. Register Create An Account FIRST NAME LAST NAME USERNAME LAST FOUR DIGITS OF SSN POLICY NUMBER This site is for clients who own an annuity contract issued or administered by MassMutual Ascend. Interest rates are current as of the date shown and are subject to change at any time. Annuities at a glance. For a complete product description, see the Product Overview in the Marketing Materials section. The Advantage 5 Advisory fixed annuity can provide your clients with guaranteed, predictable growth while eliminating their downside risk. The registration form must be received no later than the day before the drawing. The registration form must be received no later than the day before the drawing. With an account, you can: Access your policies and investment accounts. View account balances, make an online payment for life insurance, annuities and investments. The activation. Offer your clients competitive growth opportunity with American Legend 7. decades of experience, we’ve been proudly elevating our clients’ financial futures since 1961. For purchase payments received in 2022. Please note that these documents are managed by a third-party. Learn More. Select all. Diversify your clients’ portfolios with Index Protector 4. 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. 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. If you are a producer, please click below to continue to the site. This site is intended for producer use only. This site is intended for producer use only. ET on Friday, November 24. Our zero commission annuities offer: Complete or partial protection from market loss. Allocation change requests must be received at least one day before the new term begins. This site is intended for producer use only. Fixed Period, not to exceed life expectancy. S. Offer your clients safety and predictable growth with SecureGain 3. The American Landmark 5 offers diversified earning potential for growth-minded clients. Log In. This site is intended for producer use only. Installs with Windows XP, Vista, Windows 7 and Windows 8. If you are a producer, please click below to continue to the site. American Freedom Classic 5 At A Glance B1161022NW. The Index Protector 5 MVA fee-based annuity is designed to fit seamlessly into your current advisory practice. 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. For a complete product description, see the Product Overview in the. This product accepts single and flexible purchase payments. 2. Please note that in order to use the MassMutual App, you’ll need to have an account. Rates effective: 11/7/2023-11/20/2023 For terms starting on: 11/20/2023 6-Year Term 10% Buffer with Upside Participation Rate 1-Year Term 10% Buffer with CapAs a leading provider of annuities, we see our products as more than just contracts. There are various ways to submit new business. The American Landmark 5 offers diversified earning potential for growth-minded clients. This fixed annuity offers a base interest rate that increases 0. View tax information. This site is intended for producer use only. For a complete description, see the Product Overview located under the Marketing Materials tab. We've receivable an. financial strength ratings. Clients nearing retirement have less time to make up for unexpected stock market losses, so protecting their savings is top of mind. Premier Income Bonus. This site is intended for producer use only. Monday - Friday 8:00 AM - 5:00 PM EST. Even with our name change, we will operate as a stand-alone subsidiary of MassMutual. Insurance Strategies. We reviewed the SecureGain 7 from MassMutual Ascend. CLIENT RELATIONS. Safe Return. This site is intended for producer use only. Offer your clients safety and predictable growth with Advantage 5 Advisory. I would Like To: Pay my bill Download a Claim Form Change Beneficiaries Transfer Ownership Change my billing method. This advisory product is intended for distribution by Investment Advisor Representatives doing fee-based planning and offers: Early withdrawal charges and market value adjustments that end after 7 years. If you are a producer, please click below to continue to the site. 25% first-year interest rate bonus, and a base interest rate that increases 0. American Landmark 5. Offer your clients guaranteed growth with American Freedom Aspire 5. This site is intended for producer use only. Contract/Certificate Ownership/Annuitant. All charges end after 10 years!MVA rates shown above. American Freedom Elevate 3. 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. This site is for clients who own an annuity contract issued or administered by MassMutual Ascend. 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. Founded in 1992. The rebrand comes as a result of the company’s acquisition by Massachusetts Mutual Life Insurance Company (MassMutual) in May 2021. At MassMutual Ascend, we focus on providing transparent and easy-to-understand products designed with your client’s needs in mind. CLIENT RELATIONS. This fixed annuity offers a competitive rate that is guaranteed for the initial five-year term. If you plan to sell fixed/fixed-indexed annuities, complete the required paperwork. Complete the annuity application with Quick App SM, our electronic application system designed exclusively for RIAs. . Select all. To enter, simply complete the registration form our website, MassMutualAscend. Interest would be taxed, but the principal would not. There are various ways to submit new business. MassMutual Ascend is a proud subsidiary of MassMutual. Install this software. Are you a financial professional? Log in here. 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. We are a wholly owned subsidiary of MassMutual, one of the largest life insurance companies in the U. Using historical market returns, compare how the product’s five indexed strategies would have performed over the last 10 years. 87 likes · 3 talking about this · 7 were here. Outperform the market with our new. We simplify customer support by giving you and your clients what you need when you need it. 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 one-time product-specific training, as required by the insurance company, prior to the solicitation of the sale of an annuity. RIA Onboarding. Website: MassMutualAscend. , founded in 1851. 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. American Legend 7. Investment Advisors log in here to access secure content. Step 3. RMD Withdrawal (one-time and systematic) ESP2941 U. For a complete product description, see the Product Overview in the. We will continue to offer the same industry-leading fixed, fixed-indexed, fee-based and registered-indexed linked annuities. The cap is locked in for the entire seven-year term. Return the completed paperwork via fax to 513-361-5930. MVA rates shown above. OPERATIONS. This includes: A one-time, four-hour state approved continuing education course;* and. Offer your clients competitive growth opportunity with American Landmark 3. RMD Withdrawal (one-time and systematic) ESP2941 U. For a complete product description. And finally, everything we do is rooted in a culture of service. MassMutual Ascend. No purchase or other consideration is required to enter. 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. Please see below for current and renewal rates. If you are an existing annuity policyholder, please log into your account at MassMutualAscend. Learn More. com, or Amy Duffy at 513-304-4354 or aduffy@mmascend. NEW BUSINESS. For a complete product description. By using the latest cybersecurity technologies, including biometric login with Touch ID and Face ID to access your accounts, MassMutual puts your security first. Forgot username? *Password. You can earn 5. This site is intended for producer use only. m. 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. m. All rights reserved. American Freedom Classic 3 Overview B1134221NW. This site is intended for producer use only. Learn More. For a complete rider description, see the Rider Overview in the. If you are a producer, please click below to continue to the site. S. massmutualascend. com. If you are a producer, please click below to continue to the site. For a complete product description, see the Product Overview in the Marketing Materials section below. S. ET . American Legend 7. For a complete product description. An unexpected error occurred. 888-504-7109 option 3. This fixed annuity offers a guaranteed rate during the three-year term. If you are a producer, please click below to continue to the site. For a complete description, see the Product Overview located under the Marketing Materials tab. Please note, if you do not complete required training prior to your first sale, new business will be rejected and returned to you. 1,356 followers. RMD Withdrawal (one-time and systematic) ESP2941 U. For a complete product description, see the Product Overview in the Marketing Materials section below. Select all. 2. Revenue: Unknown / Non-Applicable. 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. This product accepts single purchase payments. Registered Index-Linked Annuity Illustration Software. S. For a complete product description, see the Product Overview in the Marketing Materials section below. American Freedom Aspire 7 Overview B1460115NW. " -Tambra S. For a complete description, see the Product Overview located under the Marketing Materials tab. 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. Payout periods range from five years to life. Includes illustration software for the following products: American Freedom Classic 3. The Index Frontier 7 is designed to help your clients grow their retirement assets by taking advantage of some market growth, while allowing them to pick a level of protection from market loss. You can earn 4. American Legend 7. , founded in 1851. Indexed. To access your account, please use your MassMutual Ascend Username and Password. 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. This product accepts single purchase payments. We would like to show you a description here but the site won’t allow us. serves as the Principal Underwriter and Distributor for registered index-linked and variable annuities issued by its insurance affiliates, MassMutual Ascend Life Insurance Company and Annuity Investors Life Insurance Company. MassMutual Ascend offers. 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. A Base Interest Rate is set for the purchase payment. Offers multiple indexed strategies, and early withdrawal charges and market value adjustments that end after 5 years. Early withdrawal charges and market value adjustments apply if you surrender your annuity or take withdrawals from it during theVariable annuity compliance documents. Windows Installation. Joint Life Contingent. Danny Lichtblau. - A fee-based fixed annuity offers guaranteed growth and complete downside protection. Please work with a qualified specialist. If you are an existing annuity policyholder, please log into your account at myannuity. If you are a consumer, please visit MyAnnuity. 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. Index Achiever Advisory. It’s in our service and in our name. Install this software. Includes illustration software for the following products: Index Frontier 7 Pro. Index Protector 7. For a complete product description. Find more resources at MassMutualAscendRIA. Do you have clients seeking to build an inheritance for their heirs? With the Inheritance Enhancer rider, your clients will have the opportunity to leave a lasting legacy for their loved ones and choose how their beneficiaries receive payments. Agreement and supporting documentation for fixed and fixed-indexed annuities. California contracts receive MVA rates but remain non-MVA. We've paid over. MM Ascend Life Investor Services, LLC. Learn More. • Growth opportunity with multiple indexed strategies. Maximize your retirement savings. • Early withdrawal charges that end after 7 years. If you are a producer, please click below to continue to the site. Additional Purchase Payment Kit. Offer your clients guaranteed growth with American Freedom Aspire 7. Using a fee-based annuity as an asset class, this annuity calculator provides a side-by-side comparison of a portfolio with and without one of these products. We're excited to take financial futures aboveand beyond as MassMutual Ascend. Yes, some of our annuities may include the following waivers to help ease the strain of unforeseen events: Extended care waiver rider. In addition, we make it easy to submit business, and have relationships with many of the. This site is intended for producer use only. A solution that manages risk and reward. Click here for information regarding PBI incident involving MassMutual Ascend customer data. $10 B. Same financially-strong company. Systematic Withdrawal (For 403/401/457 Tax Qualifications) ESP2942. Rates and caps are current as of the date shown and are subject to change at any time. Growth and Protection Strategies in Action With a 10% Buffer Strategy B1844322NW. 7-Year Cap Lock vs. This strategy may only be selected during the first contract year. 800-438-3398 option 4. Clients must receive the Index Frontier 7 prospectus prior to sale. Securely contact us to submit new business, ask questions or make corrections. 1 Barron's, July 2022. If you are a producer, please click below to continue to the site. American Landmark 3. 1. User Name: Password: Forgot User Name Forgot Password Register Now. Monday - Friday 8:00 AM - 5:00 PM EST. Brokerage Products (529 plans, Mutual Funds, Exchange-Traded Funds, Individual Retirement Accounts, Unit Investment Trusts) Log In 1-800-542-6767 Monday - Friday 8. All 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. At MassMutual Ascend, we focus on providing transparent and easy-to-understand products designed with your client’s needs in mind. Collateral Assignment Form ASM2328. Create your account today! Welcome. 6 Indexed strategies offer easier recovery from loss When you purchase an Index Summit 6 Pro annuity, you choose from indexed strategies that are linked to the values of external indexes or exchange traded funds. The American Landmark 5 offers diversified earning potential for growth-minded clients. 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. Address Change/Beneficiary Change/Information Request ASM2044. This site is intended for producer use only. Please note, if you do not complete required training prior to your first sale, new business will be rejected and returned to you. In 2021, we were acquired by MassMutual, one of the largest life insurance companies in the U. If you are a producer, please click below to continue to the site. 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?”.