Annuity Buzz
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Sales Insights & Tools
May 7, 2026
See how a Roth IRA can be used to fund a FIA which supports tax free benefits, protection and legacy planning. Learn key considerations, including the five-year rule and spousal benefits.
Producer Advisories
May 7, 2026
We’ve enhanced our delivery process for large distribution checks to improve speed and reliability. Learn how this change benefits you and your clients.
Producer Advisories
May 7, 2026
We’re mailing IRS Form 5498 to eligible IRA policyowners soon. Learn the key dates and details included in this annual tax reporting form.
Economic Updates
May 7, 2026
The first quarter of 2026 reflected a slowing but resilient economy, with moderating inflation, choppy labor data and continued uncertainty driven by geopolitical tensions. Read the full outlook for U.S. and global economic insights.
Sales Insights & Tools
March 30, 2026
Renewals from record annuity sales in 2023 are approaching quickly, often at lower fixed rates. Explore how to identify affected clients and lead timely renewal conversations with confidence.
Producer Advisories
March 30, 2026
Automatic RMDs make it easier for annuity owners to receive their required distributions without surrender charges. Learn how RMD timing works and why additional withdrawals can reduce the final RMD payment.
Sales Insights & Tools
March 30, 2026
Periods of market uncertainty can highlight the importance of protection and stability. Our “10 Reasons to Buy a Fixed Annuity” flyer helps highlight these benefits with your clients.
Sales Insights & Tools
March 30, 2026
Maturing annuities and today’s rate environment make client reviews more important than ever. See how internal transfers can help align existing contracts with current retirement goals.
Producer Advisories
March 3, 2026
The refreshed Annuity Portal is now live, featuring a modern design and improved usability. Learn what’s changed and how you’ll experience a smoother experience.
Producer Advisories
March 3, 2026
We now support most in-force transactions through Docusign. This makes it easier for your clients to send and sign forms, while also improving security and reducing processing time.