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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.
Producer Advisories
Date: May 7, 2026
We’re mailing IRS Form 5498 to eligible IRA policyowners soon. Learn the key dates and details included in this annual tax reporting form.
Economic Updates
Date: 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
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.
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