We appreciate your business and wish you the best in the coming year
The Life and Annuity Shop, LLC.’s office will close early at 1:00 PM on Wednesday, December 24, 2025 and be closed Thursday, December 25, 2025 and Friday, December 26, 2025.
Also our office will close early at 1:00 PM on Wednesday, December 31, 2025 and Reopen on Friday, January 2, 2025 Regular business hours will resume following the new year holiday.
Oct 29, 2025 8:08 PM Eastern Daylight Time
Strategic capital supports Axonic Insurance’s continued annuity product innovation and global distribution expansion
NEW YORK–(BUSINESS WIRE)–Axonic Insurance, a global annuity and insurance platform, today announced a $210 million preferred equity investment led by LuminArx Capital Management (“LuminArx”), a global capital solutions provider, with participation from Deutsche Bank.
Axonic Insurance is an innovative insurance platform that designs, distributes, issues, and manages annuity and related product offerings for individual consumers and institutions worldwide. Launched in 2024, Axonic Insurance is a wholly owned subsidiary of Axonic Capital, an investment management firm with $7 billion in assets under management specializing in structured credit and commercial and residential real estate debt and equity.
The investment from LuminArx and Deutsche Bank will support Axonic Insurance’s continued growth across retail and institutional distribution channels while also enabling it to further accelerate technology development and enhance product servicing capabilities.
Did you know the following Labor Day fun facts?
The first U.S. Labor Day celebration was held on Sept. 5, 1882 in New York City.
In 1894, Congress passed legislation and President Grover Cleveland signed into law a bill making the first Monday in September the official Labor Day federal holiday.
Labor Day recognizes the contributions of the more than 164 million men and women in the U. S. workforce.
We appreciate your business and wish you the best in the coming year
The Life and Annuity Shop, LLC.’s office will close early at 1:00 PM on Tuesday, December 24, 2024 and be closed Wednesday, December 25, 2024.
Also our office will close early at 1:00 PM on Tuesday, December 31, 2024 and Reopen on Thursday, January 2, 2025 Regular business hours will resume following the new year holiday.
Hurricane Milton is a Major Hurricane & is approaching Florida over the next 36 hours. Our office and many of our staff members homes are now under a Mandatory Evacuation Order. The safety of our staff and their families is our top priority.
As a result, We are going to close the office Tuesday tomorrow 10/8/24. And will remain closed Wednesday 10/9/24 and Thursday 10/10/24. Currently, we plan to be open on Friday but that is conditional on the weather, Road conditions ect.
Please reach out to us via email while dependent on power and internet availability we will respond as quickly as possible.
Hurricane Helene is forecasted to rapidly intensify into a Major Hurricane as it approaches Florida over the next 24 hours. Our office and many of our staff members homes are now under a Mandatory Evacuation Order. The safety of our staff and their families is our top priority.
As a result, we are going to close the office today 9/25/24 at 12 noon today. And will remain closed tomorrow 9/26/24. Currently, we plan to be open on Friday but that is conditional on the weather, Road conditions ect.
Please reach out to us via email while dependent on power and internet availability we will respond as quickly as possible.
Did you know the following Labor Day fun facts?
The first U.S. Labor Day celebration was held on Sept. 5, 1882 in New York City.
In 1894, Congress passed legislation and President Grover Cleveland signed into law a bill making the first Monday in September the official Labor Day federal holiday.
Labor Day recognizes the contributions of the more than 164 million men and women in the U. S. workforce.
Our office will be opening late today Monday August 1, 2024 due to inclement weather due to Debbie hurricane. This may become a full day office closure as our staff’s safety is our number one priority. We are assessing the weather and road conditions and will open as soon as it safe to do so. We apologize for any inconvenience this may cause as we very much value your business.
As Hurricane Idalia approaches Florida, the safety of our staff and their families is our top priority. For this reason, Our office will be closed on Tuesday, August 29 to Wednesday, August 30th . Our Disaster Response Team will continue to monitor the path of the hurricane.
Hurricane Idalia
The Life and Annuity Shop Staff honors and remembers the heroes who sacrificed in the service and protection of our country.
In observance of Memorial Day, The Life and Annuity Shop offices will close at 1:00 PM Eastern on Friday, May 26th and will reopen Tuesday, May 30th.
We appreciate your business and wish you the best in the coming year
The Life and Annuity Shop, LLC.’s office will be closed Monday, December 26th, 2022 and Monday, January 2nd, 2023. Regular business hours will resume following the new year holiday, on January 3rd, 2023.
As Tropical Storm Nicole approaches Florida, the safety of our staff and their families is our top priority. For this reason, Our Office will be CLOSED Thursday, November 10. Our Disaster Response Team will continue to monitor the path of the Storm.
As Hurricane Ian approaches Florida, the safety of our staff and their families is our top priority. For this reason, Our office will be closed on Tuesday, Sept 27th to Thursday, Sept 29th. Our Disaster Response Team will continue to monitor the path of the hurricane.
Did you know the following Labor Day fun facts?
The first U.S. Labor Day celebration was held on Sept. 5, 1882 in New York City.
In 1894, Congress passed legislation and President Grover Cleveland signed into law a bill making the first Monday in September the official Labor Day federal holiday.
Labor Day recognizes the contributions of the more than 164 million men and women in the U. S. workforce.
The Life and Annuity Shop Staff honors and remembers the heroes who sacrificed in the service and protection of our country.
In observance of Memorial Day, The Life and Annuity Shop offices will close at 1:00 PM Eastern on Friday, May 27th and will reopen Tuesday, May 31st.
The Life and Annuity Shop, LLC.’s office will be closed Monday, December 26th, 2022 and Monday, January 2nd, 2023. Regular business hours will resume following the new year holiday, on January 3rd, 2023.
Did you know the following Labor Day fun facts?
The first U.S. Labor Day celebration was held on Sept. 5, 1882 in New York City.
In 1894, Congress passed legislation and President Grover Cleveland signed into law a bill making the first Monday in September the official Labor Day federal holiday.
Labor Day recognizes the contributions of the more than 164 million men and women in the U. S. workforce.
Our office will be closing early at 2pm Tuesday July 6th, 2021 due to Tropical Storm Elsa. We will evaluate our ability to re-open on Wednesday July 7th, 2021 early Wednesday Morning as the safety of our staff is our highest priority.
4th of July Hours Announcement
In observance of Independence Day, The Life and Annuity Shop will be closed Monday, July 5, 2021. We will resume normal business operations Tuesday, July 6th, at 8:15am Eastern.
The Life and Annuity Shop Staff honors and remembers the heroes who sacrificed in the service and protection of our country.
In observance of Memorial Day, our offices will be closed Monday, May 31st.
We will resume normal business hours Tuesday, June 1st.
July 21, 2020
Dear Valued Agents,
We are writing to let you know that The Life and Annuity Shop’s network environment was hit with a highly sophisticated virus injected from outside sources that has disrupted access to our computer systems. As soon as we discovered the incident, we immediately implemented our emergency response protocols and disconnected outside access to our network to contain the potential threat and protect data. We have initiated a comprehensive response plan and activated key partners to help us navigate and respond to the impacts of the virus.
Please be assured, our teams are working diligently to restore our systems as quickly as possible. We have also hired independent computer forensic firms to conduct an investigation and determine how this occurred, what we can do to prevent a similar attack in the future, and to confirm that no protected health information was impacted. As of now, there is no evidence to suggest that PHI, PII or HIPAA-related data maintained through our systems has been compromised.
We are still in the early stages of the investigation with limited information, however we are committed to open communication and will continue to provide updates as we progress through the restoration process. At The Life and Annuity Shop we pride ourselves on providing outstanding service, and are deeply sorry for the frustration and inconvenience this has caused you.
The Life and annuity shop’s computer network issues that have affected our email, phones and other systems that we reported on Friday 7/17/20 are not completely restored. We have made the decision to close early again today 7/20/20 to allow IT to continue fix the issues.
We greatly apologize for this inconvenience to you. We didn’t make this decision lightly. We now expect to be back up and running on Tuesday 7/21/20 for normal business hours.
The Life and annuity shop’s computer network is experiencing issues that have affected our email, phones and other systems. We have made the decision to close early today 7/17/20 at 10:30am EST to allow IT to fix the issues.
We greatly apologize for this inconvenience to you. We didn’t make this decision lightly. We expect to be back up and running on Monday 7/20/20 for normal business hours.
The Life and Annuity Shop Staff honors and remembers the heroes who sacrificed in the service and protection of our country.
In observance of Memorial Day, our offices will be closed Monday, May 25th.
We will resume normal business hours Tuesday, May 26th.
Work from home transition
We continue to actively monitor the spread of COVID-19 and we successfully have 60% of our employees working from the safety of their homes. As we make the final push to get our remaining employees to work from home, we will be transitioning our remaining employees today 3/25/20 and tomorrow 3/26/20. By the close of business Thursday 3/26/20, everyone in our office will be working from home. We have business continuity plans to ensure a normal business operations but today and tomorrow we may experience a disruption in our normal operations. We appreciate your understanding patience during these unprecedented times. Our plan is to be back to normal operations Friday 3/27/20.
Annuity Telephonic Sales Utilizing Electronic Application (eApp)
These volatile times are a great reminder of the benefits provided with fixed annuities. If clients want a fixed/indexed annuity but do not want to meet in person, then we have a great solution! Take advantage of the carriers E-app solutions. These solutions are accessed via the carrier websites. If you use an E-app Solution, you can take the app over the phone with the client. All signatures and acknowledgments are done electronically. You do not need to physically meet with the client! We are happy to answer any questions. However, we are preparing a summary of our carrier partners E-app solutions and policies. We are creating a dedicated page to this topic and will share shortly.
We will continue to assess the situation and share more information as it becomes available. Please visit www.annuity1.com for the latest updates.
We will continue to be here to support you in these trying times.
Stay safe and Healthy!
Neal Lapierre
President
The Life and Annuity Shop, LLC.
At The Life and Annuity Shop, LLC., the safety, health and well-being of our community, agent partners, and associates is our top priority. Like you, we are closely monitoring the quickly developing effects of the Coronavirus (COVID-19) pandemic, and adapting the way we do business accordingly.
As COVID-19 continues to evolve and spread throughout the country, we are taking the necessary precautions to protect our employees, which has included mobilizing members of our office-based team to work-from-home. Please know that our core focus is, and always has been, to provide the highest level of service to our valued agent partners.
Although any disruption to business should be minimal with this transition, we wanted you aware of this change in our business operations, should our response times be a little longer than usual.
We are all in this together. We will continue to monitor the COVID-19 situation and will follow guidance from public health officials and government agencies to continue to support our agent partners and communities.
For more information about COVD-19 and what you can do to keep healthy and safe, visit the Centers for Disease Control website at www.cdc.gov or your local health department’s website.
Sincerely,
Neal Lapierre
President
The Life and Annuity Shop, LLC. Wishes everyone a safe and happy Independence Day!
In observance of this holiday, our offices will be closed on July 4th and 5th.
The Life and Annuity Shop Staff honors and remembers the heroes who sacrificed in the service and protection of our country.
In observance of Memorial Day, our offices will be closed Monday, May 25th.
We will resume normal business hours Tuesday, May 26th.
Due to Hurricane Irma, the safety of our staff and their families is our top priority. For this reason, Our office will be closed on Monday and Tuesday Sept 11th and 12th. We will re-open Wednesday September 13th albeit with a reduced staff as some of our staff is still dealing with the effects of the storm.
Thank you all for your understanding.
As Hurricane Irma approaches Florida, the safety of our staff and their families is our top priority. For this reason, Our office will be closed on Friday, Sept. 7. Our Disaster Response Team will continue to monitor the path of the hurricane. This may result in our office being closed on Monday September 11, 2017 as well.
Our Office will be CLOSED Friday, Sept 8 due to Hurricane Irma
In observance of Labor Day, Our
offices will be closed at 1:00 PM Eastern
on Friday, September 1st, and will
reopen Tuesday, September 5th.
Please have a fun and safe holiday.
Thank you for your business!
For assistance, please call us
888-661-1999
The Life and Annuity Shop is now providing a discounted E&O plan with coverage for the new DOL Fiduciary rule included at no additional cost.
You can count on The Life and Annuity Shop to provide one-stop shopping for making Department of Labor (DOL) Fiduciary Rule compliant sales. Regardless of the DOL’s actions, we are committed to helping Agents uncover more assets, offer more client services and make recommendations in the client’s best interest. We are your strategic partner.
We have invested heavily in developing the right resource for independent agents, agencies and other marketing firms. Our unique platform puts you in position to document your recommendations are in the best interest of the client.
| The Life and Annuity Shop wishes you and your family a Happy Independence Day! As we celebrate our nation’s freedom, we honor and thank the courageous men and women that have dedicated their lives to preserving it. Have a happy and safe Fourth of July.
In observance of Independence Day, our office will be closed on Monday, July 3rd, 2017 starting at 2:00 pm EST and Tuesday, July 4th, 2017. We will reopen with normal business hours on Wednesday, July 5th, 2017 at 8:15 am EST. Sincerely,
The Life and Annuity Shop Team |
DOL Fiduciary Rule Update
DOL Fiduciary Rule Update
The Department of Labor Fiduciary Rule’s implementation date is rapidly approaching with portions of the rule going into effect April 10, 2017; with the full implementation of the rule being effective January 1, 2018. While many advisors already act in their client’s best interest, this Rule makes it their legal obligation.
We would like to take a moment to update you on many of the actions we have taken so that we can continue to assist you in growing your business.
Under the DOL Fiduciary rule, when the sale of a fixed indexed annuity using qualified funds is made, a “Best Interest Contract” must be signed by the client and a qualifying Financial Institution. In order to comply with the rule AmeriLife (our parent company) has applied to qualify as a Financial Institution with the Department of Labor.
Read more on this from InsuranceNewsNet.com AmeriLife Files for FI Status Under DOL Fiduciary Rule
This will allow AmeriLife (our parent company) to act as your Financial Institution when you conduct a fixed indexed annuity sale.
In addition to applying for Financial Institution status as an IMO, we are in the process of forming our own Registered Investment Advisory Firm.
We are affiliating with strategic and well known partners in the RIA world to offer a robust portfolio offering, full bodied technology platforms and practical training programs.
It is our intention to provide the necessary tools, systems and compliance oversight to allow insurance-only agents and registered representatives to continue to serve your clients through our qualifying Financial Institutions.
In order to help you transition to changes that will be needed to comply with the DOL Rule, we are attentively creating an extensive and well-defined training program. Our training program will not only assist you in working in a compliant manner but also support you in growing your business to new levels with the innovative technology and sales tools. It is our expectation that these tools and systems provide you with minimal disruption to your business so that you can focus on your growth.
We are committed to providing solutions both for registered representatives and insurance only agents. Be assured that we are here to help you grow your business and we look forward to continuing to provide you with a broad annuity products access in conjunction with new sales and operational systems to comply with the new standards that our industry will need to follow.
