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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.
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.
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.
Sales Insights & Tools
February 2, 2026
Offering beneficiary reviews can serve as a conversation starter that helps you deepen client relationships, uncover new needs, and position yourself as a proactive partner in their financial well‑being.
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.
Sales Insights & Tools
January 6, 2026
The new Annuity Q&A Playbook is your go‑to tool for FIA questions. This guide helps you have clear, client‑friendly answers that build trust and pave the way to stronger relationships.
Sales Insights & Tools
December 3, 2025
Streamline your annuity business with everything you need — all in one place. Access rates, forms, illustrations and sales tools online, most without a login.
Sales Insights & Tools
December 3, 2025
Discover how partial index crediting locks in growth and can add valuable benefits for your clients. See an example of how this feature works and the flexibility it offers through life’s changes.