Annuity Buzz
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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.
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.
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.
Producer Advisories
December 19, 2025
Required Minimum Distribution notifications will be mailed by the end of January 2026. See what you and your clients can expect.
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.
Producer Advisories
December 3, 2025
Starting Dec. 12, most in-force transactions can be completed through DocuSign — making processing faster, safer and paper-free.
Sales Insights & Tools
October 27, 2025
Members of our Annuities team were recently featured in several industry publications, sharing insights on legacy planning, interest rate changes and index product opportunities.
Producer Advisories
October 27, 2025
A one-time EFT offers clients a quick, seamless experience to provide their initial premium payment. Learn how to access the online form and streamline the process.