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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.
Economic Updates
Date: 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
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.
Producer Advisories
Date: January 6, 2026
Clients who took a distribution in 2025 will receive their IRS Form 1099-R by Jan. 31, 2026.
Producer Advisories
Date: 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
Date: 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.
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