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Sales Insights & Tools
Date: 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
Date: 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
Date: 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
Date: 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
Date: 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
Date: 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
Date: 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.
Sales Insights & Tools
Date: 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.
Sales Insights & Tools
Date: 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.
Producer Advisories
Date: 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.
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