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Economic Updates
Date: July 28, 2026
Markets rebounded strongly in the second quarter, driven by AI investment, solid earnings and easing geopolitical tensions. Read the latest market update and outlook for the second half of 2026
Producer Advisories
Date: July 28, 2026
Even small missing details can slow application processing. Our New Business Checklist is designed to help support more complete submissions from the start.
Producer Advisories
Date: July 6, 2026
Even small errors on distribution requests can lead to unnecessary delays and follow-up. Review the most common NIGO issues to keep your clients’ requests moving smoothly.
Sales Insights & Tools
Date: July 6, 2026
As IRA rollovers continue to increase, more clients are looking for guidance on what to do next. Learn how you can support those conversations and introduce solutions that align with their retirement goals.
Producer Advisories
Date: June 4, 2026
New features are on the way for the Enhanced Choice Index Plus annuity in California, including additional crediting strategies, extended rate guarantees and a new S&P Dow Jones index option.
Sales Insights & Tools
Date: June 4, 2026
This baseball-themed sales idea is designed to explain legacy growth in a simple, relatable story. Read the article to see how this concept can support stronger sales conversations.
Sales Insights & Tools
Date: June 4, 2026
As women take a more active role in shaping financial outcomes, advisors have an opportunity to meet their evolving needs. Explore how annuities can support longevity, income planning and legacy goals.
Producer Advisories
Date: June 4, 2026
The claims process can be time sensitive, and small details can make a big difference in keeping things on track. Learn how you can help reduce delays and make the experience smoother for everyone.
Sales Insights & Tools
Date: 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
Date: 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.
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