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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.
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.
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.
Producer Advisories
February 2, 2026
Industry recognition can help highlight your success and elevate your professional profile. Learn how we can help certify your achievements and support you along the way.
Economic Updates
February 2, 2026
This quarter’s economic update highlights the biggest forces shaping markets, from the post-shutdown rebound to AI-driven global growth. It also breaks down key U.S. and international trends, sector signals, and what they mean for positioning in 2026.
Producer Advisories
January 6, 2026
We’re introducing a new certification requirement for all annuity sales to ensure compliance and help safeguard clients. Learn what’s required and how submit the form.
Producer Advisories
January 6, 2026
Clients who took a distribution in 2025 will receive their IRS Form 1099-R by Jan. 31, 2026.