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PNA'S LATEST SALES NEWS & INFO

This Page Updated:  January 09, 2013


PNA Rates As Of January 1, 2013



Equilife (UL) remains at 5.0% / Guaranteed Rate is 5.0%

***

UL2000 (U2) changes from 5.25% to 4.5%
Guaranteed Rate is 4.5%

***

UL2008 (U3) changes from 5.25% to 4.5%
Guaranteed Rate is 4.0%

***

UL4000 (U4000) Guaranteed Interest Rate
has changed from 4.00% to 3.00%



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IRA & Annuity Rates

OUR CURRENT INTEREST RATE ----- 1.75%

As of January 1, 2013, members of the Board of Directors have approved a guaranteed rate of 1% with an initial deposit of $500.00, with an 8 year Surrender Charge.

If you or your members have any questions concerning IRA or annuities, please do not hesitate to call the Annuity Department at 1-800-621-3723 ans ask for John at extension 365 or Mary at extension 382.
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IMPORTANT MEMO
 TO OHIO SALES REPS & LODGE SECRETARIES!

The Ohio Department of Insurance requires that the "Ohio Guaranty Association Disclosure" form be given to each person applying for insurance with the Polish National Alliance.

The link to the PDF file below contains the original memo from Joseph M. Magielski and the actual form blank that has to be signed by the Proposed Insured (if 16 years or older) and or by the Owner.

Please contact the Membership Department if you have any questions.

       Download Ohio Guaranty Association Disclosure Memo & Form in PDF



"PNA's Two-Year Term Policy"
Click Here For Details

General For-Your-Information Items
F.Y.I FOR PNA SALES AGENTS

SUPPLEMENT TO LIFE INSURANCE APPLICATION

The Ohio Department of Insurance has instituted a new regulation that requires life insurance applications to include questions designed to reasonably detect and prevent stranger originated life insurance (STOLI).

The STOLI regulation pertains only to permanent life insurance plans for more than $50,000 of life insurance.

In order to comply with the STOLI regulation, enclosed please find a supplement to our life insurance application which must be completed and submitted with any application for permanent insurance in amounts greater than $50,000. If an individual is applying for term insurance this supplement need not be completed as the STOLI regulation does not pertain to term life insurance.

Letter & Form In PDF Document: SupplementLife.pdf



IMPORTANT COMPLIANCE INFO

The U.S. Patriot Act approved by Congress and the President and regulations issued by the U.S. Department of Treasury & Financial Crimes Enforcement Network, requires producers who sell, administer or service "covered products" (individual annuity contracts & individual life insurance policies that contain cash accumulation values) to receive training regarding money laundering and terrorist financing.

This training requires an initial training course and then subsequent annual updates.

You are required to take these training courses!

Read Full Details/PDF Document:    USPatriotActTraining2012.pdf



Important Update - State Of New York

Posted May 2, 2011

Below is a link to a PDF file Titled:

"DISCLOSURE OF OPTION TO PROVIDE FOR
ACCELERATION OF DEATH BENEFIT"

Link To PDF File

This form has to be signed by the Applicant and the Agent and attached to the application for insurance in the amount of $10,000 or more.

If you have any questions, please contact the Membership Department
at 1-800-621-3723 ext. 330.


July 15, 2009
PNA Two Year Term Plan is Approved in All States Except New York.

February 23, 2009
PNA Universal Life Plan PNAUL(2007) Approved in State Of New York.

January 21, 2009
PNA Universal Life Plan PNAUL(2007) Approved in State Of Illinois.

 
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