IRA Charitable Distribution Form X6047522NW. If you are a consumer, please visit MyAnnuity. MassMutual Ascend is a proud subsidiary of MassMutual. Learn more with the Inheritance Enhancer case study flier!Offer your clients guaranteed growth with SecureGain 7. For a complete product description, see the Product Overview in the Marketing Materials section. , founded in 1851. All rights reserved. Learn MoreThe rebrand comes as a result of the company’s acquisition by Massachusetts Mutual Life Insurance Company (MassMutual) in May 2021. S. A one-time product-specific training, as required by the insurance company, prior to the solicitation of the sale of an annuity. American Landmark 5. For a complete product description, see the Product Overview in the Marketing Materials. MVA rates shown above. , founded in 1851. Parties may also find information about MMALIS on the SEC web site, site is intended for producer use only. 2. 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. This site is intended for producer use only. 2. Whether you prefer to fill out paperwork electronically or by hand, the choice is yours!This site is intended for producer use only. If you are a producer, please click below to continue to the site. MassMutual Ascend offers. Index Protector 5 MVA. View tax information. This fixed-indexed annuity offers multiple indexed strategies, accepts additional purchase payments during the first 10 contract years, and. Diversify your clients’ portfolios with Index Protector 4. Select e-delivery and have the annuity contract delivered. massmutualascend. If you are a producer, please click below to continue to the site. This site is intended for producer use only. American Landmark 3. MVA rates shown above. Early withdrawal charges and market value adjustments apply if you surrender your annuity or take withdrawals from it during theVariable annuity compliance documents. Everything we do is rooted in a culture of service. This site is intended for producer use only. We simplify customer support by giving you and your clients what you need when you need it. $10 B. 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. S. 25% first-year interest rate bonus, and a base interest rate that increases 0. Need a different arrangement? Contact Amy Duffy at 513-304-4354 or. This site is intended for producer use only. Founded in 1992. Taking financial futures above and beyond with industry-leading annuitiesFlexMax. Select all. m. This product accepts single purchase payments. Learn More The rebrand comes as a result of the company’s acquisition by Massachusetts Mutual Life Insurance Company (MassMutual) in May 2021. We reviewed the SecureGain 3 from MassMutual Ascend. Not available in: AK, PA and UT. For more information about joining Columbus Life call 1-866-299-8715 or visit Become a Producer to learn more. S. comA+ Three keys to success Solid operating performance In the last decade, our gross annuity premiums have more than doubled to $44 billion. Contact us securely. in guaranteed income benefits to our valued contract owners. m. massmutualascend. Click here for information regarding PBI incident involving MassMutual Ascend customer data. Offer your clients competitive growth opportunity with AssuranceSelect 5 Plus. If you are a producer, please click below to continue to the site. com to learn more about our company and products, or to login to your account. Need Assistance? Our team is here to help. Brokerage Products (529 plans, Mutual Funds, Exchange-Traded Funds, Individual Retirement Accounts, Unit Investment Trusts) Log In 1-800-542-6767 Monday - Friday 8. • No early withdrawal charges. Find more resources at MassMutualAscendRIA. It also offers greater earning potential in exchange for an annual fee. or send us a message Already have an account? Log In. 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. We deliver solutions that work for you and your clients. For a complete product description, see the Product Overview in the. This product accepts single purchase payments. To enter, simply complete the registration form our website, MassMutualAscend. 1. • Growth opportunity with multiple indexed strategies. S&P 500 Return Frequency Flier F6049523NW. Joint Life Contingent. com. To enter, simply complete the registration form our website, MassMutualAscend. Offer your clients IncomeSecure, an optional guaranteed income rider, featuring:This site is intended for producer use only. If you are a producer, please click below to continue to the site. And whether you want to protect your savings, accumulate more or leave a legacy for your loved ones, we’re here to help get you on the road to reaching your goals. Indexed. For a complete product description, see the Product Overview in the Marketing Materials section below. Please see below for current and renewal rates. A one-time product-specific training, as required by the insurance company, prior to the solicitation of the sale of an annuity. We've receivable an. Step 2. Complete the required paperwork for the type(s) of annuities you plan on selling. If you are a current customer, you can find account information on MassMutualAscend. Fixed Annuity B6081223NW. You can earn 5. Because we see annuities as more than just contracts. Step 3. 49% for 7 years with this multiple-year guaranteed annuity. Includes illustration software for the following products: American Landmark 3. We would like to show you a description here but the site won’t allow us. © 2023 MassMutual Ascend Life Insurance Company, a wholly owned subsidiary of Massachusetts Mutual Life Insurance Company (MassMutual). This product accepts single purchase payments. com Terms and Conditions © 2023 MassMutual Ascend Life Insurance Company. Our commitment to our customers is as strong as ever. Launch this software. Offer your clients a 1. Whether you prefer to fill out paperwork electronically or by hand, the choice is yours!This site is intended for producer use only. Please note that in order to use the MassMutual App, you’ll need to have an account. If you are a producer, please click below to continue to the site. Wire Transfer Instructions. Visit the required training page to view and complete training. IRA Charitable Distribution Form X6047522NW. Rates and caps are current as of the date shown and are subject to change at any time. If you are a producer, please click below to continue to the site. Offer your clients safety and predictable growth with American Freedom Classic 5. Please see below for current and renewal rates. Intended for distribution by Investment Advisor Representatives doing fee-based planning, this zero commission fixed-indexed annuity offers: • Protection from market loss. This site is intended for producer use only. This is called an exclusion ratio. 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. 2 billion last year. Find more resources at MassMutualAscendRIA. Find materials to assist clients and their loved ones during a time of loss. decades a experience, we’ve been proudly raising our clients’ financial futures since 1961. Welcome. 800-438-3398 option 4. For a complete product description. Not for use in sales solicitation. Offer your clients safety and predictable growth with SecureGain 3. Need a different arrangement? Contact Belle Bielawska at 303-565-7007 or ibielawska@mmascend. If you are a producer, please click below to continue to the site. Calculate the value of our single premium immediate annuity. MassMutual Ascend is a proud subsidiary of MassMutual. Visit the required training page to view and complete training. This product accepts single purchase payments. We reviewed the SecureGain 7 from MassMutual Ascend. com • Click on Business Management • Under My Clients, click on Active Policies, and then search for the policy number • Click on Advisory Fee tab on the bottom of the page Here, you can also download forms to make changes to your billing schedule. The activation. Using historical market returns, compare how the product’s five indexed strategies would. Manage Your Business Online Logging into our website and creating an account is easy. Learn more about the Index Frontier 7 Pro and how they can help meet clients’ growth and protection needs. RMD Withdrawal (one-time and systematic) ESP2941 U. If you are a producer, please click below to continue to the site. This site is intended for producer use only. Systematic Withdrawal (For NQ and IRA Tax Quals Only) ESP2942 NQ IRA. If you are a producer, please click below to continue to the site. Offer your clients competitive growth opportunity with American Legend 7. SecureGain 3. Revenue: Unknown / Non-Applicable. Index Protector 7. For a complete product description, see the Product Overview in the. Registered Index-Linked Annuity Illustration Software. Please complete the necessary paperwork. 30. Offer your clients safety and predictable growth with American Freedom Classic 5. You can earn 4. This fixed annuity offers a base interest rate that increases 0. 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. For a complete product description, see the Product Overview in the Marketing Materials section below. This fixed annuity offers a competitive rate that is guaranteed for the initial five-year term. Fixed Period, not to exceed life expectancy. All charges end after 10 years!MVA rates shown above. , founded in 1851. With a 10-year declining early withdrawal charge, this product accepts periodic purchase payments! For a complete description, see the Product Overview located under the Marketing Materials tab. Offer your clients competitive growth opportunity with American Landmark 3. financial strength ratings. Return of premium feature. It also offers greater earning potential in exchange for an annual fee. MassMutualAscend. Inherited non-qualified403 (b) (Traditional and Roth)IRA (Traditional, Roth, SEP, SIMPLE and Inherited) Subsequent purchase payments accepted in the first contract year. The name MassMutual Ascend came about after conducting. 25% in years two through seven. 2. An entry that is not drawn one week will carry over to the drawings for subsequent weeks. If you are an existing annuity policyholder, please log into your account at myannuity. 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. Connect with Danny. Log In. From our people to our technology, we strive to always provide you and your clients with what you need, when you need it. 1mo. Interest rates are current as of the date shown and are subject to change at any time. Same financially-strong company. Launch this software. We've paid over. Offer your clients guaranteed growth with American Freedom Stars & Stripes 5. Annuities at a glance. With over. NEW BUSINESS. Address Change/Beneficiary Change/Information Request ASM2044. • Guaranteed increasing interest rates during initial seven-year term • 10% penalty-free withdrawals • Early w ithdrawal charges and market value adjustments that end after seven yearsIndex Achiever Advisory. S. FlexMax 14. 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. Index Protector 5 MVA. 75% fee, clients will receive greater earning potential. Click an item for help. We would like to show you a description here but the site won’t allow us. Return the completed paperwork via fax to 513-361-5930. Find. Rates and caps are current as of the date shown and are subject to change at any time. Liquidity options. The Advantage 5 Advisory fixed annuity can provide your clients with guaranteed, predictable growth while eliminating their downside risk. This advisory product is intended for distribution by Investment Advisor Representatives doing fee-based planning and offers: Liquidity options, including 10% penalty-free withdrawals beginning year 1. GENERAL. This site is for clients who own an annuity contract issued or administered by MassMutual Ascend. 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. MM Ascend Life Investor Services, LLC. Company Licensing Information The products described in this web site (this “Web Site”) are provided by one or more of the following companies (collectively “MassMutual Ascend”):• Login at mybusiness. The MassMutual App is easy to use and safe to access from your phone. Find out how we can help you explore new heights. When you are ready to begin the income phase, those funds can be turned into a guaranteed stream of payments that can help take your financial above and beyond. Learn More. New Index Summit 6 Pro now available! In exchange for a 0. Offer your clients competitive growth opportunity with AssuranceSelect 3 Plus. MassMutual Ascend Life Insurance Company is rated A+ by AM BEST, A+ by Standard & Poor’s, and A3 by Moody’s and has a 92 Comdex Score. Insurance Strategies. 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. Click an item for help. Help your clients take control of their financial legacy. If you are a producer, please click below to continue to the site. American Freedom Classic 3. Growth and Protection Strategies in Action With a 10% Buffer Strategy B1844322NW. This will allow us to track and provide account values for billing and reporting purposes. To access your account, please use your MassMutual Ascend Username and Password. Are you a current annuity contract owner? Log in here . As with most investments, with greater risk comes greater reward. Incomplete entries may be disqualified. For a complete product description, see the Product Overview in the. 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. Great American Life Insurance Company, who joined the MassMutual family of subsidiaries last year, is now doing business as MassMutual Ascend. If you are a producer, please click below to continue to the site. 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. The Index Achiever Advisory can help you bring value to your clients' portfolios. Home Products Riders IncomeSecure ; IncomeSecure. During the first contract year, 10% of purchase payments may be withdrawn without an early withdrawal charge After the first contract year, 10% of the sum of the account value as of the most recent contract anniversary plus all purchase payments received since that contract anniversary may be withdrawn without an early withdrawal chargeAgent Login Flier X6077423NW Fixed Annuity Rate Lock Procedures – Electronic Business F6070722NW-4Offer your clients guaranteed growth with SecureGain 5. The Index Frontier 7 Pro offers two ways to reduce downside risk, giving your clients the flexibility to align their exposure with different market cycles. • Guaranteed increasing interest rates during initial five-year term • 10% penalty-free withdrawals • Early withdrawal charges and market value adjustments that end after five yearsThis site is intended for producer use only. Contact us securely Have a question about a MassMutual Ascend annuity policy? Our Client Relations team can help! You can use this form to securely ask a question or. Offer your clients competitive growth opportunity with AssuranceSelect 7 Plus. This site is intended for producer use only. Maximize your retirement savings. com. For purchase payments received in 2022. less than $100,000 Declared rate S&P 500 1-year point-to-point with capThis site is intended for producer use only. MassMutual Ascend, Cincinnati. Find. In 2021, we were acquired by MassMutual, one of the largest life insurance companies in the U. 15% in years two through five. 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. Are you a financial professional? Log in here. 1. Fixed-Indexed Annuity Illustration Software. S. During the accumulation phase, you build money and contribute to your annuity, as it earns interest at a fixed rate. Find out how we can help you explore new heights. The name MassMutual Ascend came about after conducting. At MassMutual Ascend, we focus on providing transparent and easy-to-understand products designed with your client’s needs in mind. This site is intended for producer use only. If you are a producer, please click below to continue to the site. 800-854-3649. Integrate your CRM system to easily import client information. Founded in 1992. A long history of strength. With MassMutual Ascend, you’ll find a simpler way to help achieve your clients’ goals. Investment Advisors log in here to access secure content and manage. 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. This fixed-indexed annuity offers multiple indexed strategies, accepts additional purchase payments during the first contract year, and features early withdrawal charges that end after five years. This product accepts single and flexible purchase payments. S. Financial strength ratings . This fixed-indexed annuity offers multiple indexed strategies, accepts additional purchase payments, and features early withdrawal charges. Click the button below to access the required training. Same financially-strong company. This site is intended for producer use only. 1. Learn more with the Inheritance Enhancer case study flier!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. This site is intended for producer use only. To file an annuity or life insurance claim, please complete the online submission form or call our Customer Service Representatives at 800-854-3649. Launch this software. If you are a producer, please click below to continue to the site. Offers multiple indexed strategies, and 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. We deliver solutions that work for you and your clients. "The team at MassMutual Ascend helped me through the whole process. Details Riders Rates State Approvals New Business Kits Marketing. To access your account, please use your MassMutual Ascend Username and Password. We offer a suite of advisory products to accommodate your clients’ varying needs - all of which are intended for distribution by Investment Advisor Representatives doing fee-based planning. This tremendous premium. 15% in years two through five. If you are a producer, please click below to continue to the site. " Eugenia S. secure login to their account. Issue Ages. 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 to grow tax-deferred. Policyholder Forms - Withdrawal. Website: MassMutualAscend. For a complete product description. It also offers greater earning potential in exchange for an annual fee. At MassMutual Ascend, we value our customers and relationships. You can earn 5. This will allow us to track and provide account values for billing and reporting purposes. Offer your clients competitive growth opportunity with American Legend 7. ET . American Landmark 3 American Landmark 5. MassMutualAscend. MassMutualAscend. Select all. Offer your clients guaranteed growth with American Freedom Stars & Stripes 7. This site is intended for producer use only. American Legend 7. com. 1. All Annuities. We simplify customer support by giving you and your clients what you need when you need it. 1. What this essentially means is that the bank held some bonds that had gone down in value, and suddenly decided to realize that. Agreement and supporting documentation for registered index-linked annuities. This is called an exclusion ratio. Product Rates. Manage your personal information. Monday - Thursday 8:00 AM - 5:30 PM EST, Friday 8:00 AM - 5:00 PM EST. Index Achiever Advisory. This product accepts single purchase payments. If you are a producer, please click below to continue to the site. 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. To help you get started, we provide several tools and resources designed specifically for RIAs including a state-of the art Portfolio Simulator. The Index Frontier 7 Pro offers two ways to reduce downside risk, giving your clients the flexibility to align their exposure with different market cycles. This site is intended for producer use only. Offer your clients safety and predictable growth with Advantage 5 Advisory. Please work with a qualified specialist. GreatFlex 6 NQ/IRA. American Freedom Classic 3 Overview B1134221NW. If you are a producer, please click below to continue to the site. Offer your clients safety and predictable growth with SecureGain 3. Offer your clients guaranteed growth with American Freedom Aspire 5. com to learn more about our company and products, or to login to your account. User Name: Password: Forgot User Name Forgot Password Register Now. Beneficiary & Death Claim Resources. 2. To learn more about these products and services please contact us directly or. For a complete product description, see the Product Overview in the. If you are a producer, please click below to continue to the site. Portfolio Simulator. This fixed annuity offers a 1% first-year interest rate bonus, and a base interest rate that increases 0. This fixed-indexed annuity offers multiple indexed strategies, accepts additional purchase payments, and features early withdrawal charges and market value adjustments that end after seven years. Whether you prefer to fill out paperwork electronically or by hand, the choice is yours!This site is intended for producer use only. S. This site is intended for producer use only. 2. 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?”. This includes: A one-time, four-hour state approved continuing education course;* and. MassMutualAscend. Fee-Based. Beneficiary Change (Annuitized Contracts Only) ASM2134. Tap into the MassMutual App. CONTRACTING & COMPENSATION SERVICES. 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. Index Summit 6 Pro. Intended for distribution by advisors doing fee-based planning, this zero commission fixed-indexed annuity offers: • Protection from market loss. Joint Life Contingent. Complete the RIA Submission Form. ET October 3rd, 2022. m. MassMutual Ascend is a proud subsidiary of MassMutual. MVA rates shown above. This product accepts single purchase payments. This site is intended for producer use only. Taking financial futures above and beyond with industry-leading annuities FlexMax. S&P 500 2-Year Index Analysis F1844122NW-1. Index Protector 4. The rebrand comes as a result of the company’s acquisition by Massachusetts Mutual Life Insurance Company (MassMutual) in May 2021. • Growth opportunity with multiple indexed strategies. This allows us to maintain a level of independence while having the financial backing of MassMutual. 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. S&P 500 Risk Control 10% 1-Year Index Analysis F1851823NW. Forgot username? *Password. - 5.